Find, verify and compare annual reports in Clarifo

Annual report search helps you get to the filing you need, check the source page, and compare companies in one workflow. In Clarifo, you move from search to source-backed analysis by opening the latest annual report, interim report or SEC filing and tracing every figure back to the original page.¹²

Start with the filing you actually need

Search intent is usually specific, even when the query is broad. You may want the latest annual report, the most recent interim report, or the SEC filing that contains the page you need for a model, an IR reply or a board pack. We bring annual reports, interim reports and SEC filings into one search flow, so you can start with the company and period instead of guessing the document type first.¹

That matters because the same company can publish several relevant documents in the same year. We cite the report page in every answer, and we open Nordic filings as page renders and US filings through SEC EDGAR. The result is a filing workflow that keeps the source attached to the answer.¹²

Search annual reports, interim reports and SEC filings in one place

We build on companies' own filings. We cover annual reports, interim reports, ESEF/iXBRL and SEC EDGAR financial data, and every figure and passage traces back to a source page.¹ That gives you a single workflow for Finnish, Swedish and English reports, plus US filings, without switching tools or re-entering the same company names.

The practical value is in the page-level trail. In our search view, you can move from a question to the exact filing page that supports the answer, then continue with follow-up questions in the same conversation.¹

What this changes in practice

• You can search across annual reports, interim reports and SEC filings from one question.¹

• You can keep the same question open and refine it as you work through the report.¹

• You can move between report text, financial statements and comparisons without leaving the source trail.¹

Verify every figure against the source page

Verification is not a separate step after search. It is the workflow. Every answer in Clarifo links to the report page it came from, and the citation opens the original source so you can check the number against the company’s own text.¹

That matters most when you need a figure for a memo, an earnings note or an IR response. The question is not only whether the number is right. It is whether you can point to the page that supports it. Our page-based citations make that audit trail part of the research output itself.¹

Source: Clarifo product features page and MCP docs. Period: current product information.¹²

Compare companies and periods side by side

Once you have the right filing, the next step is comparison. We can place companies and periods in one table, using the same financial model for US and Nordic issuers.¹ That is useful when you want to compare two issuers on the same line item, or track one company across periods without rebuilding the structure each time.

The comparison view also helps when the workflow moves from single-company reading to peer work. You can compare companies and periods in one table, then keep the source link for each figure.¹

Worked example: moving from search to a cited filing page

Suppose you need a recent interim filing and a source-backed statement page for your notes. Metso Corporation’s interim report for 2023 Q3 has a contents page that lists the consolidated statement of income, balance sheet, cash flow and key figures.⁴ If you need another Nordic example, Arion Banki SDB’s interim report lists the consolidated income statement, statement of financial position, statement of cash flows and a 5-year overview.¹⁰

In Clarifo, you would search for the company and period, open the filing page, and verify the cited statement or note from the page render. If you then want a peer comparison, you can bring another company into the same view and keep both periods visible side by side.¹²

This is the difference between document search and filing workflow. Search finds the report. Verification confirms the page. Comparison turns the result into analysis that you can reuse.

Move from search to a report you can share

After verification, we let you turn the findings into a shareable report. We provide workspaces and reports, plus a document editor with tables and charts, so you can collect the evidence, write the commentary and export the result to PDF, Word or Excel.¹

That is useful for equity research analysts, investor relations teams and finance professionals who need a repeatable process. The same source-backed workflow can support a quick internal check, a formal note, or a broader comparison across companies and periods.¹

Use Clarifo inside ChatGPT and Claude for the same workflow

You can run the same search and verification process inside ChatGPT and Claude through our MCP connector. The connector is read-only, uses OAuth, and lets the assistant search filings, pull financial statements, compare companies and cite each number back to its filing page.²

That makes it easier to keep the filing workflow where you already work. You can ask for a report search, confirm the citation, and then compare the company with peers without moving away from the conversation. The same connector works across Claude on the web, desktop, mobile and Claude Code, and in other MCP clients such as Cursor.²

For teams that want a browser-based workflow instead, our product views keep the same source-backed structure: search, verify, compare and share.¹

What to try next:

• Search the latest annual report for one company and open the source page behind one figure.¹

• Compare the latest interim report with the latest annual report for the same company.¹

• Use the same query in Claude or ChatGPT and confirm that every number still links back to its filing page.²