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SEC EDGAR

Delegmate for SEC EDGAR

An AI teammate that works in SEC EDGAR

An AI teammate with its own Google Workspace account. Connect SEC EDGAR and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About SEC EDGAR

Access public SEC EDGAR company submissions, XBRL facts, filing archives, and filing indexes with the caller identity required by the SEC fair-access policy.

What it does in SEC EDGAR

  • Pulls the numbers you ask for from SEC EDGAR
  • Builds the weekly report into a Sheet
  • Flags changes worth a look
  • Answers questions about the data in plain words

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect SEC EDGAR

    From its Apps tab with your API key, with the SEC EDGAR account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

MarketingOperations & FinanceSaaS and tech

Questions

How does it connect to SEC EDGAR?

With a SEC EDGAR API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the SEC EDGAR account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in SEC EDGAR without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own SEC EDGAR seat?

No. It works through the connection your team sets up, so there is no extra SEC EDGAR seat to buy for it.

Is Delegmate made by SEC EDGAR?

No. Delegmate is independent and is not affiliated with or endorsed by SEC EDGAR. SEC EDGAR is a trademark of its owner.

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Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Get startedSee pricing

SEC EDGAR is a trademark of its owner. Delegmate is not affiliated with or endorsed by SEC EDGAR.