Built for real financial work
Ask a question about any company. Get an answer you can put in front of a client, a board, or a regulator. Every number links to the source it came from. Every calculation shows its work, and every number is checked against its source.
Request Demo- 1Read the last three 10-QsReadingRead 3 SEC filings10-Q Q110-Q Q210-Q Q3
- 2Extract the debt schedule
- 3Reconcile footnotes
- 4Build the table
Total debt is $74B across three notes.
Ask in plain English
Questions across 26M+ SEC filings, international filings in 120+ countries, earnings transcripts, news, and market data. Kepler plans the work and shows each step.
Debt-to-equity was 3.77, on total equity of $19.6B.
Click any number. See the source.
Every figure links to the original filing, page, and line item. Peer comparisons, debt structures, revenue breakdowns: each data point carries its citation.
Straight to Excel. Already verified.
Export to Excel and PowerPoint, or use Kepler as an add-in inside them, with every data point checked before it leaves Kepler.
Your rules,
encoded permanently
Kepler learns at every level: analyst, desk, vertical, firm. It remembers corrections forever. No re-teaching next quarter.
Correct it once
Kepler persists preferences at the individual, team, desk, and firm level. Correct a treatment once (EV inputs, cash adjustments, debt classification) and it sticks across every future query.
Deterministic skills
Skills are deterministic, auditable workflows: EV calculations, trading comps, cap tables. Change how diluted shares are treated, and Kepler uses that rule every time. No black boxes.
Sector-specific rules
Company-specific modeling nuances get encoded and reused. FIG-specific rules like corporate vs. financing debt, loan-book breakdowns, and digital vs. traditional banks are baked into how comps and screens run.
Model audits
Kepler ingests your comps files and models, then flags outliers and likely errors: weird multiples, broken formulas, stale inputs. Analysts know exactly where to focus.
Rules you can read
Every learned rule is visible and editable. Review what Kepler remembers, revise what's wrong, and delete what's outdated. Full transparency into how your preferences shape outputs.
Speed or full audit
Quick-check mode for speed on routine screens, or full audit trail with source links for compliance-critical queries. Set the default per desk, override per task.
Built for the workflows
that matter most
Comps, Valuation & Deal Materials
Build trading comps and precedent transaction analyses where every multiple traces to a specific line item in a specific filing. Adjust how you treat convertible debt or pension liabilities and watch the entire comp set recalculate with updated citations. Assemble pitch books that your MD can defend page by page.
Earnings Models & Estimates
Pull revenue segment breakdowns, margin assumptions, and share counts directly from 10-Qs and earnings transcripts. When a company restates or files new numbers, your model updates automatically and flags exactly what changed and where.
Screening & Idea Generation
Screen across thousands of companies on financial metrics, ownership changes, or sector-specific signals. Every data point is verified at the source, so you get fewer false positives and don't miss opportunities because a vendor lagged a filing.
Due Diligence & Red Flags
Cross-reference years of filings, footnotes, and disclosures to find inconsistencies, restatements, and off-balance-sheet exposures. Surface the patterns that would take a team weeks to find manually, with full citations to every source.
Compliance & Audit Trail
Complete data lineage from every conclusion back to the source document, page, and paragraph. When a regulator or auditor asks where a number came from, Kepler has already documented the answer.
Tax Research & Accounting
Analyze tax disclosures, effective tax rate reconciliations, deferred tax assets, and ASC 740 footnotes across years of filings. Identify transfer pricing exposures, NOL carryforwards, and valuation allowance changes with citations to the exact disclosure.
Teams that can't
afford to be wrong
Kepler for Finance is used by buy-side analysts, private equity firms, investment banks, equity research teams, hedge funds, and compliance departments. Anyone who needs financial analysis they can verify and defend.