Financial research, with a paper trail
Move from a dense filing to a clear point of view. With the evidence close enough to question.
For research teams who need to show their work.
Explore an illustrative example below.
The research experience
Select a research question. Follow the finding back to the passage behind it.
Revenue rose 7.6%, while operating margin fell 2.3 percentage points. The question is whether higher input costs are temporary or structural.
Year over year · sample data
From 23.8% · sample data
Illustrative workflow using a fictional company. No live data or AI requests are used in this example.
01 / Research
Bring a specific task. Explore your research in a workspace that keeps the document close to the conversation.
02 / Evidence
Read saved research alongside its citations and source passages. Inspect what supports a finding, and what still needs checking.
03 / Judgment
Separate reported facts from interpretation, then make the final assessment yours.
A clear view of what is available.
Read saved workspace research and inspect its sources. Use the Assistant on Pro or Enterprise to explore a selected document.
Open your deskAgent workflows are in admin preview. The shared Workspace experience is coming soon. Availability is shown before you start.
Explore the desktop appBehind the desk
One experience, supported by a connected platform.