Produce more source-supported research per analyst.
Produce more source-supported research per analyst by connecting filing research, earnings analysis, Excel modeling, AI, valuation, and publishable output in one workflow.
The Problem & Painkillers
Analyst time is being spent on production work instead of insight.
On earnings night and throughout quarterly reporting, equity research analysts spend hours transcribing conference calls, cross-referencing footnotes, re-keying numbers into valuation templates, and rebuilding publication tables.
Re-keying reported earnings numbers into financial models creates constant risk of clerical transcription error.
Automated SEC filing extract with live =MASSARI.FIN() formulas connected to primary EDGAR disclosures.
Commercial financial data feeds use opaque recasting methodologies that analysts cannot audit or trace back.
Click-to-source financial statements that highlight the exact row in the company's official 10-K/10-Q.
Analysts manually search across dozens of historical quarters to track management guidance and KPI evolution.
AI document search and verbatim earnings transcript intelligence with speaker attribution and quote citations.
Formatting tables and exporting charts for research publishing takes hours away from qualitative analysis.
Pre-built publication-ready comps, sensitivity tables, and revenue attribution charts.
Public AI chatbots hallucinate financial numbers and lack compliance audit trails.
36 read-only deterministic MCP tools connecting frontier AI agents directly to verified SEC filings.
The Massari Solution
Move from question to cited answer to publishable research faster.
Massari delivers a single, unified workstation where primary filings, earnings transcripts, financial models, and publication-ready tables are seamlessly connected.
Search primary documents with AI
Ask natural language questions across decades of 10-Ks, 10-Qs, and 8-Ks with instant page-level citations.
Analyze earnings calls and verbatim commentary
Surface key commentary shifts, executive tone changes, and Q&A transcripts with speaker attribution.
Screen universe and build peer valuation comps
Screen across 19,000+ symbols and generate instant forward multiple comparison tables.
Sync live data directly into financial models
Maintain proprietary financial models with native =MASSARI.FIN() Excel formulas.
Connect AI agents via MCP & REST API
Equip internal LLMs and research scripts with 36 read-only financial tools that return auditable data.
Publish source-verified research reports
Export clean, citation-backed tables, charts, and investment memos for institutional distribution.
For Research Directors & Head of Research
Equip your firm with an institutional-grade research engine.
Standardize research production across your coverage universe while ensuring every published note meets the highest standard of source integrity.
Workflow Transformation
Before vs. After Massari
How the day-to-day workflow fundamentally shifts when every document, model, and portfolio calculation is connected to the source.
| Workflow Area | Legacy Multi-Tool Stack | Massari Connected Workflow |
|---|---|---|
| Earnings Report Publishing | ✕4-6 hours per company manually compiling numbers and transcripts | ✓< 45 minutes with automated filing extract and live model updates |
| Evidentiary Standard | ✕Third-party data feeds without verifiable audit trails | ✓Every number clicks directly to the original highlighted SEC filing |
| Peer Multiples & Comps | ✕Manually re-building Excel comparison tables across coverage list | ✓Instant natural language screening and real-time comp tables |
| AI Integration | ✕Public AI tools that hallucinate numbers and lack financial context | ✓Deterministic MCP tools providing primary-source financial data |
| Analyst Morale & Retention | ✕Analysts burnt out doing clerical copy-pasting and data entry | ✓Analysts focused on differentiated qualitative and thematic insights |
Product Proof
Engineered for Evidentiary Rigor
Every capability is built on primary financial disclosures with persistent source verification.
Comprehensive SEC Filing Archive
Search and cross-reference decades of 10-Ks, 10-Qs, 8-Ks, proxies, and prospectuses with full auditability.
Earnings Call Intelligence
Full earnings call transcripts with interactive Q&A search and sentiment analysis.
Excel Modeling Add-in
Native =MASSARI.FIN formulas powering institutional valuation models and DCFs.
Natural Language Screener
Filter and sort companies by financial ratios, growth metrics, and valuation multiples.
MCP Tools for Claude & ChatGPT
36 read-only tools enabling AI agents to query financials, filings, and estimates.
Source-Linked Report Builder
Create client-facing research notes with clickable source links and verified tables.
See how much research production can happen in one workflow.
Bring us one recurring research process, such as an earnings update, company deep dive, or valuation report. We’ll show you how Massari streamlines research production.