The Kepler Platform

Read everything.
Prove every number.

The platform behind every Kepler answer, from the first read of a filing to the cited number on your screen.

Read the research

One question,
traced through every layer

The model writes the sentence. Code produces every number in it.

“What was Alphabet's operating margin in FY2025?”

3 figures, 0123 cited, 0 written by the model

10 Deliver
Question arrives
Answer, workbook, API
09 Learn
Your definition: income from operations ÷ revenues
08 Route
The model writes the sentence. Digits it writes: 0
07 Orchestrate
Plan: resolve, define, retrieve, compute, write
06 Cite
Each citation checked as it streams
05 Compute
129,039 ÷ 402,836 = 32.0%
04 Retrieve
2 facts, as filed, in 8 ms with no model call
03 Resolve
Alphabet Inc., SEC CIK 0001652044
02 Read
Read in full at ingest
01 Connect
10-K synced
Alphabet's FY2025 operating margin was 32.0%.10-K FY2025 · Item 8= 129,039 ÷ 402,836

Solid bars ran as code. The hatched bar is the model, writing the sentence. Every step runs inside your firm's isolated environment and is logged.

Read~700xcheaper than a frontier model to read a full 10-K
Read99.4%of facts read at the right scale, across 40 held-out filings
Retrieve8 msto answer a follow-up about a filing already read, with no model call
Route94%on taxonomy mapping from a model we trained for $9, against 38–46% for frontier models

Sources: Stop Paying to Forget (Read, Retrieve) and Anthropic's Kepler case study (Route).

Ten layers,
one system

From the source document to the screen, each layer is built so an answer can be checked. Govern wraps all ten.

01 Connect

Every 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 Read

Every 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 Resolve

An 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 Retrieve

Search 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 Compute

A 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 Cite

Answers 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 Orchestrate

A 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 Route

The 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 Learn

Better 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 Deliver

One 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 layer

Isolation 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

Four layers,
running

The same work the trace shows, one layer at a time: sources syncing, a filing read in full, a company resolved and a model swapped.

Sources · 7 connected
SourceTypeStatus
SEC filingsPublicConnecting26M+ filings
Earnings transcriptsPublicConnecting14,000+ companies
Investor presentationsPublicConnecting40M+ documents
SharePointYour firmConnectingSynced
Research driveYour firmConnectingSynced
CRMYour firmConnectingSynced
Licensed market dataYour firmConnectingSynced
Provenance kept Every record links back to where it came from
Connect

Public data arrives loaded; your systems connect and sync.

Alphabet 10-K · FY2025
For the fiscal year endedDecember 31, 2025
Revenues402,836
Income from operations129,039
FactsReading Read in full
Fiscal year endDec 31, 2025Cover
Revenues402,836Item 8
Income from operations129,039Item 8

Each fact is kept beside the passage it came from, so the next question is a lookup, not another read.

Read

Each fact lands beside the passage it came from.

Research noteWe stay overweight Nvidia into the print.
Broker noteNVDA US: maintain Buy.
10-KNVIDIA Corporation (the Company)
Portfolio systemPosition: NVIDIA CORP
NVIDIA Corporation
TickerNVDA
SEC CIK0001045810
Fiscal year endsLate January
Your peer setAI semiconductors
4 mentions, 1 record
Resolve

Four spellings, four sources, one record with your fields.

Model routing
JobRuns on
Read every documentSmall models we train
Extract facts and entitiesSmall models we train
Understand the questionFrontier modelNewer frontier model
Write the answerFrontier modelNewer frontier model
Pull and compute every numberCode
Better model swapped in. Workflows unchanged, numbers unchanged.
Route

A better model swaps in. Workflows and numbers hold.

An ontology made of claims

Every relationship we read is one filer's claim, kept with the sentence that states it.

Explore the ontology
NV NVIDIAis an investor inCW CoreWeave
“NVIDIA is an investor in CoreWeave and supplies its GPUs.”
CoreWeave S-1

Built on research
we publish

All research