What types of SEC filings can I upload?

We support PDFs, Word documents, text files, and scanned images (OCR). This includes 10-K, 10-Q, 8-K, 20-F, proxy statements, and other SEC forms.

What fields does the AI extract?

The standard JSON output includes: company name, CIK, filing date, fiscal year, business description, risk factors, legal proceedings, financial highlights (revenue, net income, EPS), management discussion, material events, and significant subsidiaries. You can customize the field list.

How does the AI ensure accuracy?

The AI is trained on SEC filing language and uses contextual understanding to identify disclosures. Every extraction is source-grounded—you can click any field to see the original sentence that supports it, allowing you to verify and correct as needed.

Can I export the summary to my compliance system?

Yes. Export as JSON for direct API integration, or as CSV/Excel for import into most systems. We also offer webhook integrations for automated workflows.

Is the source verification available for every field?

Absolutely. Each extracted field includes a clickable reference that highlights the exact source sentence in the original SEC filing—ensuring full traceability and audit readiness.

How does this differ from a generic document summarizer?

Generic tools produce paragraphs. Our tool outputs a structured JSON object with predefined SEC-specific fields, making the data immediately actionable for compliance, research, and reporting. Plus, every field is traceable to the source.

Turn SEC Filings into Structured, Source-Verified Summaries

Upload 10-K, 10-Q, 8-K, or 20-F filings. Let AI extract company information, reporting periods, financial highlights, business updates, risk factors, and material events—with one-click traceability to the exact sentence in the original filing.

AI SEC extractionStructured JSON outputSource-grounded verification

Why AI-powered SEC filing extraction transforms compliance and research workflows

Source-Grounded Extraction

Every extracted field (company name, fiscal year, revenue, risk factor, material event, etc.) is linked to the exact sentence in your original filing. Click any field to see the source context—critical for audit, compliance, and investment decisions.

Structured Data Ready for Systems

Output is a clean JSON object with all key SEC filing sections: company info, reporting period, financial highlights (revenue, net income, EPS), business developments, risk factors, legal proceedings, and material events. Directly import to compliance systems, databases, or analytics platforms.

Automatic Field Mapping & Validation

AI identifies and normalizes SEC filing data even from complex documents—handling varying formats, cross-references, and footnotes. Reduces manual review time and eliminates transcription errors.

How to generate a structured SEC filing summary in 4 steps

1. Upload your SEC filing

Upload 10-K, 10-Q, 8-K, 20-F, or even scanned PDFs (OCR supported). You can also paste raw filing text directly.

2. AI scans for key disclosure fields

Our AI detects company name, CIK, filing date, fiscal year, business description, risk factors, legal proceedings, financial highlights, management discussion, material events, and more—using natural language understanding tailored to SEC terminology.

3. Review and verify each field

The generated JSON summary displays each field with a 'source' button. Click it to highlight the original sentence in your filing—ensuring full traceability for regulatory compliance and quality assurance.

4. Export and integrate

Export as JSON, CSV, or Excel. Directly integrate with compliance management systems, research databases, or analytics workflows via API.

Built for accuracy, auditability, and speed in regulatory analysis

Extract from complex SEC filings

Handles varying formats—10-K, 10-Q, 8-K, 20-F, and multi-page PDFs with tables and footnotes. AI reliably extracts structured fields even from dense legal and financial language.

Source verification at the field level

Each field—from revenue to risk factor—can be traced back to the original text. Disagree with an extraction? See the exact words that triggered it.

Interactive highlighting in source document

Click any field in the JSON summary and instantly jump to the corresponding segment in your SEC filing—perfect for audits, due diligence, and regulatory review.

Human-in-the-loop refinement

AI suggests fields, but you remain in control. Edit, add, or remove fields before finalizing the summary. Merge duplicate entries or correct misinterpreted data with ease.

AI 10-K Extractor vs Manual Filing Review

Manual Review

• Hours of reading lengthy filings
• Prone to missed or misread disclosures
• No traceability to source
• Inconsistent extraction and errors

Gentables AI 10-K Extractor

✓ Summary generated in minutes
✓ Captures every key disclosure accurately
✓ Source-grounded verification
✓ Standardized JSON ready for systems

Who benefits from AI-extracted SEC filing summaries?

Equity Research & Investment Analysts

• Accelerate company due diligence

• Ensure no material event or risk is overlooked

• Improve consistency across coverage

Compliance & Regulatory Teams

• Maintain audit trails of filing reviews

• Verify data accuracy against source documents

• Ensure regulatory adherence with traceable evidence

Corporate Finance & IR Teams

• Benchmark peer filings quickly

• Prepare summaries for internal reporting

• Reduce manual data entry errors

Turn SEC Filings into Structured, Source-Verified Summaries