With Workiva's SEC Filing Intelligence, you can use Workiva's AI knowledge base to analyze and compare your filings against industry peers. Workiva's AI can help provide insights and answer questions about the content of your selected SEC filings. SEC Filing Intelligence is available to users with the Workiva AI user org role in a workspace with one of the following solutions enabled: SEC Advanced, A&I Advanced, Investments, or Funds.
This SEC Filing Intelligence Feature is powered by Generative AI capabilities. By using the SEC Filing Intelligence Feature, you agree that such Generative AI capabilities will be enabled in your account and that your agreement with Workiva shall apply to your use of the Feature.
Using SEC Filing Intelligence
- Click the Intelligent Finance icon at the bottom of the right panel.
- In the Intelligent Finance panel, you can use filters to find a range of filings you want to examine. After filling out the filters you'd like to use, click Apply Filters to see the list of filings matching your criteria. Filters include:
- Entering a keyword to search for in the filings you will select.
- Choosing peers to compare against, or you can select a group of companies you have previously created in your Workspace settings. You can begin typing in the Peers box to view suggestions, then choose all desired peers or company groups.
- Choosing the category of filing you'd like to choose from. Currently, 10-K and 10-Q filings are available for review with more options to come in the future.
- Choosing the date range you wish to select from, allowing you to scope your search from all filings in a period or down to one quarter's filings.
- On the results screen, choose the filing(s) you want to review in more detail.
Once you've chosen one or more filings to review, you can ask the Workiva artificial intelligence questions about the selected filings to begin learning more. You can click Modify filters at any time to adjust your filter settings.
Creating company groups
You can create company groups for use with Intelligent Finance in your workspace settings. This allows you to save groups of peers for quick selection in the Intelligent Finance feature.
- In workspace settings, click the Company Group tab to see the list of current company groups.
- Click Create to create a new company group.
- Enter a name for the group, then search for the company or companies you want to add to the group and click Add.
- After adding all desired companies, click Create to save the group.