Financial reporting AI: concise SEC 10-K/10-Q briefs via OpenRouter + Perplexity


Why skim 10-K/10-Q by hand when AI can extract what matters in minutes?

Who is this for?

Sales engineers, solution architects, founders, product/strategy teams, analysts, and BD reps who need fast, consistent briefs on public companies—plus a mapping to a chosen vendor’s solutions.

Use case

- Problem: SEC filings are dense. Manually summarizing financials, spotting initiatives, and aligning them to a vendor’s offerings is slow, error-prone, and often missed by busy teams. - Use Case: An n8n workflow that takes a company name / URL / ticker, analyzes the latest 10-Q/10-K with Perplexity “Deep Research” (via OpenRouter), extracts a concise financial overview and top 4–5 initiatives (tech, cost, revenue), then maps them to one vendor’s solutions (e.g., Microsoft, Google, T-Mobile) and outputs a clean brief.

What this workflow does

1. Trigger: “When chat message received” (or webhook) accepts name / URL / ticker + target vendor.