10K
Annual report (10-K)Helios Energy Corp · FY25
Finance data
★★★★★
4.8 / 5
★★★★★
4.8 / 5
Your complete financial data intelligence partner
From regulatory websites and company pages to filings, financial statements, agreements, and alternative sources, we turn fragmented financial information into clean, production-ready datasets at enterprise scale.
100K+
Financial PDFs processed
60M+
URLs monitored yearly
10M+
Docs monitored yearly
99.7%
Data accuracy
Sample schema
One complete reliable finance-ready dataset.
We combine websites, portals, filings, PDFs, spreadsheets, and other approved sources, then normalize the data to your definitions, taxonomies, and delivery format.
Firmographics
- Legal entity name
- Ticker / CUSIP / ISIN
- Sector and industry classification
- Incorporation details
- Headquarters location
- Subsidiary and parent mapping
Filings and regulatory
- Filing type (10-K, 10-Q, 8-K)
- Filing date and period
- Filer CIK
- Section / item extracted
- Amendment flags
- Source URL
Financial statements
- Revenue and net income
- Operating and gross margin
- Balance sheet line items
- Cash flow line items
- EPS (basic / diluted)
- Reporting currency and period
Market and web signals
- Price and volume from selected sources
- Company announcements and financial news
- Executive and board changes
- Product, pricing, and website changes
- Hiring and workforce signals
- Legal, regulatory, and risk events
Governance
- Institutional holdings
- Insider transactions
- Executive appointments
- Board composition
- Ownership percentage changes
- Beneficial ownership filings
Market intelligence & company tracking
Monitor market dynamics, company developments, and industry leaders with comprehensive tracking and automated data extraction from financial news sources and regulatory filings.
Financial statement processing & analysis
Streamline financial data processing with advanced automation tools that transform complex financial statements, SEC filings, and reports into structured, actionable insights.
Need more fields?
We'll provide custom-built datasets.
Built for finance
Financial data is its own language, we speak it well.
Pipelines built on extraction models trained for regulatory language and financial document structure.
Filings-grade
Holds up on the hard documents.
Source document
10-K footnotes
credit tables
prospectus PDF
scanned pages
Extracted fields
net_revenuedecimal
covenant_termsarray
maturity_datedate
source_pageint
Qualified sources
The financial web, mapped.
60M+URLs monitored yearly
Regulator sites
Company pages
Investor portals
Financial news
Public databases
+ custom
Standardized
Every source speaks one language.
As published
Q3 FY25
Alphabet / GOOGL
¥ · £ · $
basis points
Normalized
period_enddate
entity_idisin
currencyiso-4217
unitfloat
Confidence 0.97
Every figure traced to its source.
10K
8K
IR
PDF
FS✓
Reconciled record
Live
The moment it happens.
＋
New 8-K filed by a tracked issuer
now
@
Disclosure page changed on regulator site
2s
↑
Price move at 4.2x baseline volume
5s
Alert sent to your team
“Forage AI doesn’t just deliver solutions; they tailor every detail to fit our specific needs with an enthusiasm that truly shows they care about our success as much as their own.”
CEO at Vested
Why Forage AI
The only financial data partner you'll need.
Fully managed, end to end. Source discovery, extraction, cleaning, QA, monitoring, and delivery, owned by one dedicated team.
Custom by design. Fields, definitions, taxonomies, transformations, business rules, formats, and refresh schedules are built around your use case.
Web and documents together. One pipeline spans websites, portals, regulatory filings, PDFs, spreadsheets, and scanned records, removing the need to manage separate data vendors.
Built for hyperscale. Expand across sources, entities, markets, geographies, and historical coverage without building new infrastructure or operational burden.
Accuracy you can trace. Automated checks plus human review on every dataset, with figures cross-checked against the official filings they came from.
Built for AI consumption. Filings and statements delivered as RAG-ready corpora, plus agentic workflows that watch your sources and route alerts when something material changes.
Use cases
Build critical finance workflows on dependable data.
Investment research & alternative data
Ownership changes, executive moves, filings, and off-exchange signals tracked across thousands of sources. Every signal ships with provenance, so you can defend it when the output gets questioned.
Due diligence & private markets
Target financials, funding signals, leadership, and market position assembled for deal teams. Works for one target this week and a full portfolio every quarter.
Risk, regulatory & compliance monitoring
Filing-triggered alerts on disclosures, enforcement actions, and policy changes across every source your team is on the hook to watch. Set the watchlist once. Updates arrive when something changes, not when someone remembers to check.
Financial data products & AI
The pipelines behind deal-intelligence platforms, research tools, and market databases. Also the training and RAG corpora behind finance-tuned models, structured and ready to load.
Resources
All resources →
Latest and hottest in finance data.
Researching your way through data extraction? Start here.
Public financial data across the web, plus the documents behind it. Company sites, exchanges, registries, news, and ownership disclosures on one side; 10-Ks, 10-Qs, 8-Ks, prospectuses, credit agreements, and fund documents on the other. Real-time and historical, with fields defined per project rather than pulled from a fixed catalog.
Every dataset passes automated validation and human review before delivery, and financial figures are cross-checked against the source filings they came from. When numbers disagree across sources, we flag the discrepancy rather than guess. Accuracy commitments are written into SLAs, not left as best effort.
Cadence is set per field in scoping. Market data and news can run real-time, disclosures can be filing-triggered, and slower-moving fields refresh daily or weekly. We scope cadence against your accuracy bar and cost, so you're not paying to re-crawl pages that haven't changed.
Data can be delivered through APIs, cloud storage, databases, warehouses, or structured files. Projects can include historical backfills, scheduled refreshes, or ongoing collection based on source availability. We continue monitoring and maintaining the pipeline as sources and formats change.
Start foraging
Turn fragmented financial sources into one reliable data feed.
Tell us about your business and project requirements.
- Dedicated team from scoping through ongoing delivery
- One managed pipeline across web and document data
- Custom schema, QA rules, refresh cadence, and destination
Get in touch