01 ConnectEvery source, kept in sync
Public filings and market data arrive already loaded. Your firm's systems connect read-only and stay in sync, and every document keeps its provenance from the first byte.
- 20+ SEC form types, full text and XBRL
- SharePoint, OneDrive, Box, Egnyte, Google Drive, Outlook, email
- Change-aware sync, provenance on every record
02 ReadEvery document read once, in full
Extraction models we train read each document the moment it lands: every fact with its value, scale and unit, every entity, table and relationship, each kept beside the passage it came from.
- Facts, entities, tables, coreference and relations in one pass
- Batched on GPUs at ingest, ~700x cheaper than a frontier model
- 99.4% of tagged facts read at the right scale
03 ResolveAn ontology made of claims
Companies, funds, people and filers resolve into one graph. Every edge is a sourced claim with its verbatim sentence, and the graph keeps time: what was true as filed, as restated, or on any date.
- Entity resolution to SEC company records
- FIBO relationship types: stated, inferred, derived
- Bitemporal: as filed, as restated, as of any date
04 RetrieveSearch that knows what it's looking for
Hybrid retrieval over each firm's own index, scoped by entity, period and permission. A question about something already read is a lookup, not another read.
- Lexical and dense retrieval, fused and reranked
- Per-firm indexes, permission-aware at query time
- Follow-ups in milliseconds, with no model call
05 ComputeA deterministic engine for every number
Statements assemble from the filings' own XBRL with no model in the path. Every calculation runs as code over cited inputs, and restatement histories are solved as an integer program.
- As-filed and as-restated statements, point in time
- Property-tested invariant laws gate every release
- Derived values carry their formula and every input
06 CiteAnswers that carry their proof
The model names facts by reference and the platform renders the filed value. Every citation is checked against its source while the answer streams, and one that doesn't match is stripped before you see it.
- 14 source types, from XBRL facts to spreadsheet cells
- Quotes matched to the source word for word
- Checked in the stream, not after the fact
07 OrchestrateA plan, not a prompt loop
Every request starts with a plan. Agents run as typed state machines that unlock only the tools each step needs, specialists work in parallel, and every thread survives a restart.
- Typed state machines with per-step tool gating
- Parallel specialists for 10-Ks, transcripts, exhibits and decks
- Durable threads, scheduled and event-triggered runs
08 RouteThe right model for every job
Tiered routing across frontier, open-weight and firm-hosted models. Small models we train do the reading, a frontier model handles the language, and any of them can be swapped: the evals decide what ships.
- Fast, balanced and deep tiers across five providers
- Firm-hosted models on your own infrastructure
- Prompt caching and per-agent model pins
09 LearnBetter with every correction
Your definitions compile into skills that are guarded, reviewed and attributed. Every correction becomes a label, models retrain privately for your firm, and double-entry evals gate every change.
- Skills compiled from a brief, guarded and reviewed
- Corrections become labels; models stay private to your firm
- Code grades the numbers, a model grades the prose
10 DeliverOne engine, every surface
The Kepler app, Excel, PowerPoint and Word, Claude and any MCP client, and our API for your own agents and systems. Every surface carries the same citations.
- App: chat, workbooks, citation sidebar, workflows
- Office add-ins, Claude connector, MCP over OAuth 2.1
- REST API, Python SDK and webhooks
Govern, around every layerIsolation by architecture, not by policy
Each firm's data is isolated by identity policy, not just application code. Agents execute on a private network with no public ingress, every event lands in a sequenced log with full lineage, and we deploy in our cloud or yours.
- Tenant isolation enforced at the identity layer
- Private execution network, no public ingress
- Sequenced event log, lineage and tracing
- SOC 2 Type II, deployable in your cloud