Nov 27, 2025
Export your entire Fina Chat to DOCX
You can now turn a full chat into a neatly formatted document with all citations carried over. It makes sharing, editing, and dropping insights into your workflows a lot smoother.
Nov 21, 2025
Ask Finrep Team
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.
Nov 18, 2025
Redline Reports arrive in Disclosure Comparison
You can generate a redline between any previous and current filing of a company. It helps you spot changes instantly without juggling documents.
Nov 15, 2025
Grid Reports now create full, row-level AI summaries
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.
Dictate to Type is live
You can speak your query and Fina will type it accurately for you. It makes fast research feel even faster.
Nov 11, 2025
Copy tables from Fina responses in clean markdown
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.
Nov 10, 2025
Audio notifications are live across Fina
Fina gives you a quick sound when your response is ready, even if you switch tabs. You no longer need to wait and watch for output to finish loading.
Nov 6, 2025
Introduction of Agentic Search
Ask Fina unifies filings, comment letters, and accounting guidance into a single, citation-based search experience.
Unified Corpus – Every insight links directly to its source filing.
Context-Tuned Agents – Specialized assistants deliver faster, use-case-specific results.
Verified Citations – Every response links to its authoritative source.
New & Improved Grid Reports
The new Grid Reports lets you analyze filings side-by-side with more flexibility and precision.
Multi-Filing Columns – Add multiple filings from the same company for deeper trend comparison.
Expanded Coverage – Create comparative grids with DEF 14A filings.
Revamped Templates – Streamlined creation flow and updated layouts for quicker setup.
Improved Navigation
Streamlined sidebar with modules now grouped by workflow: Research, Benchmark, and Compliance, making it easier to find the right tool, faster.
Sep 10, 2025
AI Grid
We’ve just shipped a set of powerful updates to make your SEC reporting research sharper, faster, and more reliable.
Grid Reports – Your Research, Structured
Introducing AI Grid Reports: a new structured workspace for analyzing disclosures across companies, periods, or topics.
Evidence-backed: Every row links directly to the source filing.
Built-in templates: Jumpstart research with tailored grids for risks, earnings, or disclosures.
Share & export: Create clean, ready-to-use reports in clicks (CSV, XLSX, or Markdown).
Grid Reports transform scattered notes into structured insights, making benchmarking and gap tracking effortless.
Search Improvements
We have also introduced some more features to improve your search experience
Filter by Auditors in Search
Now you can refine search results by audit firm — whether it’s KPMG, Deloitte, PwC, EY, or others. This makes it easy to benchmark disclosures, compare accounting treatments, or zero in on practices filtered by auditor.
With one click, narrow thousands of filings to those reviewed by your auditor of interest. Perfect for peer benchmarking, audit prep, and spotting trends tied to specific firms.
Citations in Chat with Fina
Fina now provides exact filing citations for every response in chat. Every insight is tied back to the original disclosure, giving you confidence and traceability.
Whether it’s revenue recognition, segment reporting, or audit opinions - citations make it clear where the answer came from. This keeps your research audit-ready and compliant, without extra clicks.
Aug 28, 2025
Share Snippet
We recently introduced Shared Snippets: a faster way to capture, organize, and collaborate on insights across filings.
Share excerpts of filings with notes to keep your team aligned on critical insights.
Snippet Library – Central place for every excerpt shared across your team.
Collaboration Built In – Every snippet is an ongoing conversation.
Seamless integration – Available in Search, Disclosure Comparison, and Comment Letter Explorer.
Jul 20, 2025
Ask Fina
Define your context. Ask specific questions. Get precise results instantly
Chat with Documents – Get contextual answers from filings documents in your search results.
Chat with Comparisons – Get instant explanations of key differences and trends between disclosures.
Chat with Threads – Let Fina summarize thread insights and simplify complex SEC comment letter exchanges.
Enhanced Research Workflows
Streamline your research with smarter search capabilities and personalized tools
Natural Language Search – Ask questions naturally and get intelligent results with advanced filtering.
Saved Searches – Save your go-to queries with filters. Come back anytime with a single click.
Watchlist – Create personalized company collections and apply them as instant search filters.
Smarter and Faster: Explore Page
Better insights and smarter navigation at your fingertips
Recent Activity – Resume your work instantly with saved progress across all modules.
Trending Searches – Access top-searched queries and hot topics to accelerate your research.
Watch Your Peers – Monitor peer companies with new filing alerts and quick profile access.
Jun 20, 2025
Filter in Checklist Benchmarking
Spot every gap by seeing what peers disclose that you don’t in Checklist Benchmarking.