Changelog

You can now download any Fina conversation as a neatly formatted Word document with all citations preserved. This makes it easier to review comments, redline with your team, and drop analysis directly into memos and draft filings.

You will now see focused comment letters by default instead of the entire universe of threads. It keeps your review list short and meaningful.

If you ever feel the AI answer needs deeper filing context, you can send the question to our team with a single click. We review it, add the right documents, and send back a stronger, clearer response.

You can now generate a redline between any two filings for a company, instantly. Spot additions, removals, and content shifts without switching documents or losing context.

Each row in a Grid Report can be summarised automatically to highlight how you compare with your peers. It saves time and helps you jump straight to the insights that matter.

Speak your query and Fina will type it out for you—accurately and instantly. Research moves even faster when you don’t need to touch the keyboard.

We’ve reorganized the sidebar into clear workflow groups so you can get to the right tool with fewer clicks.

Any table that appears in a response can now be copied in a clean, ready-to-paste markdown format. It keeps your notes and workflows tidy.

Fina now plays a quick sound when your response is ready, even if you’ve switched tabs. No more waiting and watching for output to finish loading.

You can explore and ask questions across a wider range of filings inside both EDGAR Search and Fina Chat. This expands your research surface significantly.

Ask Fina now unifies filings, comment letters, and accounting guidance into a single, citation-based search experience, powered by agentic workflows that find, read, and synthesize the right sources for you.

The updated Grid Reports give you more flexibility and precision when analyzing filings side-by-side, making benchmarking faster and clearer.

You can now filter filings all the way down to the section you care about. This keeps searches focused and cuts out the noise.

You can search inside comment letter threads or across filings directly from the Disclosure Comparison module. It makes finding specific language or issues much easier.

Analyze disclosures side-by-side with evidence-backed rows linked directly to SEC filings. Start with prebuilt templates and export results in CSV, XLSX, or Markdown.

You can now filter search results by audit firm. Instantly see filings reviewed by KPMG, Deloitte, PwC, EY, and others to focus comparisons and audit prep.

Fina now attaches direct links to the exact SEC filing paragraphs behind every answer, making your research instantly traceable and audit-ready.

Share key excerpts with notes to keep your team aligned on critical points. Every snippet is saved to a central Snippet Library, turning important highlights into an ongoing, organized conversation.

Fina now works directly on top of filings. Explore differences across disclosures, break down comment letters, and get clear explanations, without leaving your search.

Streamline your research with Natural Language Search, ask questions in plain English, and get intelligent, filterable results that surface the disclosures you need.

The Explore page now surfaces your Recent Activity so you can instantly pick up where you left off, along with Trending Searches that highlight top-searched topics and emerging patterns across filings.

Monitor peer companies with real-time filing alerts and instant access to their profiles, helping you stay ahead of disclosure changes across your sector.

Spot every gap by filtering to see exactly what peers disclose that you don’t. Compare checklist items across your peer group with precision and focus.