Generate Source-Verified Tables from SEC Filings with AI

Transform SEC filings (10-K, 10-Q, 8-K) into structured, analysis-ready tables with AI. Every data point is linked to its exact source in the filing—page, section, and paragraph—so you can trust and verify every number.
SEC filing table generationSource evidence for every valueCell-level citation tracing

How to generate tables from SEC filings

1. Upload SEC filings

Upload 10-K, 10-Q, 8-K, or other SEC documents containing the financial information you need. Multiple filings can be uploaded for comparative analysis.

2. Describe your table request

Tell AI what table you want—e.g., 'annual revenue by segment for the last three years' or 'quarterly operating expenses with citations'.

3. AI generates structured table

AI scans the filings, identifies relevant data, and builds a structured table with each value linked to its source paragraph and page.

4. Verify generated values

Review the source evidence for each cell. Confirm that extracted numbers match the original filing and are correctly interpreted.

5. Trace citations and refine

Navigate from any table cell to the exact location in the filing. Adjust table structure, add new fields, or refine extraction rules as needed.

6. Export verified tables

Export tables with source references to Excel or CSV, or keep them in your workspace for further analysis and collaboration.

Built for source-grounded SEC filing analysis

AI-powered SEC table extraction

Extract financial and non-financial data from SEC filings automatically—no manual scrolling through hundreds of pages or copy-pasting into spreadsheets.

Source evidence attached to every value

Each table cell is linked to the specific page, section, and paragraph in the SEC filing where the data originated, providing full transparency.

Interactive source highlighting

Click any table cell and instantly view the original source text highlighted within the SEC document, side by side with the table.

Audit-ready SEC workflows

Generate tables that are fully traceable—ideal for investment research, due diligence, compliance reviews, and regulatory filings.

Why source-verified SEC tables matter

Traditional AI table generation

  • × Numbers often lack clear sourcing
  • × Hard to validate against original filings
  • × Time-consuming manual cross-checking
  • × Limited auditability and traceability

With Gentables

  • ✓ Every value linked to SEC page and paragraph
  • ✓ Click-through source verification
  • ✓ Full traceability from table to filing
  • ✓ Audit-ready, compliance-friendly tables

Generate SEC tables you can verify

Generate

Tell AI what table you need—e.g., revenue breakdown, segment performance, risk factors, or executive compensation—and it automatically extracts and organizes data from your uploaded SEC filings.

Source-Verified

Every generated value is anchored to supporting evidence from the SEC document. You can instantly review the original page, section, and paragraph where the data was found.

Traceable

Click any table cell to jump to the exact source location in the filing. Maintain a complete audit trail for compliance, research, or internal review.

SEC filing table workflows

10-K & 10-Q Analysis

• Generate annual and quarterly financial summaries

• Extract segment performance, revenue, and expense tables

• Compare multi-period data with source citations

Investment Due Diligence

• Create peer comparison tables from multiple filings

• Generate risk factor summaries with exact references

• Verify executive compensation and ownership data

Regulatory & Compliance Reporting

• Build traceable tables for internal audit trails

• Extract required disclosure data with evidence

• Support SEC comment letter responses with sourced tables

SEC filing table generation FAQs

Generate source-verified tables from SEC filings