Find what is newly available
Check the financial records associated with each matched company. Bring newly available statements into the company timeline so the team can see which reporting period needs review.
Financial filing monitoring · AI statement analysis
New company financials. A clearer next review.
Bring newly available financial statements into your company reviews. AI agents compare reported figures, highlight movements and prepare a sourced briefing for your analysts.
Filed financial information from company records.
Δ Financial Filing AgentIllustrative example
Northstar Manufacturing · Reported revenue
A new period to compare.
+13.7%Reported revenue movement
£1.7m increase
£1.7m increase
12-month periodsGBPSame entity scope
Compare the reporting basis before interpreting the change.
Briefing prepared
AI financial statement analysis for your company portfolio
Give new filings a place in the workflow.
A company’s latest accounts can arrive months after your previous review. Finding the filing is the first step. Your analyst still needs the figures, the comparison and enough context to decide what deserves attention.
Compare the reported figures
Examine available income statement, balance sheet and cash flow information. Retain the period, currency, units and source alongside each figure.
Prepare the analyst’s questions
Use an AI investigation to summarise the movements supported by the records. Keep gaps and questions visible, then assign the review and record the outcome.
Available statements and metrics vary by company and jurisdiction. Missing revenue or cash flow data must remain missing; it should never be displayed as zero.
The figure, the comparison and the evidence
A movement your analyst can inspect.
Northstar’s example financial statements report revenue of £14.1 million for 2025, compared with £12.4 million for 2024. The increase is £1.7 million, or 13.7% after rounding.
The briefing keeps that calculation with the two source periods. It asks the reviewer to confirm the accounting scope and inspect the wider statements before interpreting what the movement means.
More revenue alone does not establish better profitability or stronger cash generation. The value is a prepared, traceable comparison that helps the analyst ask the next useful question.
Financial review briefingExample
Northstar Manufacturing
- Reported movement
- Revenue: £12.4m → £14.1m
Increase: £1.7m / 13.7% - Periods
- Years ended 31 Dec 2024 and 31 Dec 2025.
- Comparison basis
- Illustrative 12-month periods, GBP, same entity scope.
- Supporting evidence
- Previous and updated financial records. Source periods retained with the finding.
- Open question
- What do the available profit, cash flow and accounting notes show alongside revenue?
For analyst review. This example does not establish a credit rating or a company’s current trading performance.
Make the comparison meaningful
Before the percentage, check the basis.
Financial statement analysis software is only useful when the comparison is understandable. Two values can share a label while describing different periods or entities. These checks belong in the review before a movement is treated as meaningful.
| Check | Why it matters | What the review should show |
|---|---|---|
| Reporting period | A nine-month period and a full year describe different lengths of activity. | Start and end dates where available, and an explicit note when periods differ. |
| Currency and units | Amounts in pounds, euros or thousands cannot be compared as if they were the same unit. | The reported currency and scale. No silent currency conversion. |
| Entity and consolidation scope | Group accounts and standalone company accounts can cover different businesses. | The reporting entity and available consolidation basis, with gaps flagged. |
| Restated figures | A newer filing may revise a value previously reported for the same period. | The source version used in the comparison and any available restatement context. |
| Unavailable metrics | Some filed statements do not disclose every figure needed for analysis. | Which metrics are present and which questions the available records cannot answer. |
One source of preparation work, several teams
Use the filing in the review that needs it.
Refresh a supplier review
Bring a newer financial period into the supplier conversation. Prepare questions about the reported movements alongside company status and governance changes.
Supplier intelligence →Keep the evidence current
Include newly available financial information in a company review pack. Preserve which filing and period the analyst used for the decision.
Ongoing verification →Organise the filing queue
See which monitored companies have new financial records to inspect. Use internal references, assigned cases and API access to fit the review into your process.
Explore the workspace →Evaluate the workflow on your companies
Start with a comparison you can verify.
- 01
Confirm available statements
Match the legal entities and inspect the available years, statement types and fields. Choose a representative mix of companies from your portfolio.
- 02
Review the preparation
Check the source figures, calculation and summary against the underlying records. Confirm that absent metrics and incompatible periods remain visible.
- 03
Measure useful work
Compare the time required to prepare a filing review with your current process. Check whether the briefing gives the analyst enough evidence to decide the next step.
Questions from financial review teams
Financial filing monitoring, explained.
What is financial filing monitoring?
It checks whether new or updated financial information is available for a monitored company. The aim is to bring the relevant filing into an analyst’s review, with the company identifier, reporting period and supporting evidence. A filing event reflects newly available information; it does not necessarily describe an event that happened that day.
What does AI financial statement analysis do here?
The investigation uses available financial records and company events to prepare a sourced summary. It can explain reported movements and identify questions the analyst should examine. Any calculation should be checked against the source values, periods and units. The analyst reviews the output before relying on its interpretation.
Which financial information is included?
The scope is available filed financial information from the data provider, including reported income statement, balance sheet and cash flow metrics where supplied. Not every company publishes a full set of statements. The company record and source determine which years and figures can be retrieved.
Do all private companies publish revenue and profit?
No. Filing requirements and public disclosure vary by jurisdiction and company type. Some companies provide limited statements. Check actual data availability for your portfolio rather than assuming a revenue, profit or cash flow figure will exist for every company.
Does this provide credit scores or credit recommendations?
No. CompanyDelta uses registry and financial data you already access through the data provider. Partner credit ratings, recommended limits, default predictions and lending decisions are outside this solution. A reported financial movement is evidence for further analysis, not a credit decision.
How are different currencies or reporting periods handled?
The review should retain the reported currency, units, period and entity scope. A comparison needs to flag differences before presenting a movement as like-for-like. The demonstration uses matching annual periods and GBP; it does not imply that all company filings are directly comparable.
How current are the financial statements?
Filed accounts describe a historical reporting period and may become available later. Keep the period end, filing date and detection date distinct where supplied. Source publication, collection and checking schedules all affect when a filing can appear in your workspace.
Can our team keep a record of its review?
Company timelines, saved source snapshots and review cases keep the finding with the underlying evidence. Your team can assign a case, set a due date and record the outcome. API and webhook access can connect events to a configured downstream process.
How do we start using the financial workflow?
Explore the illustrative financial review, then open the workspace and create a company portfolio. Live checks require a configured data connection and available financial records. AI investigations also require an AI connection. Checks can run on demand; recurring monitoring requires a configured schedule.
Start with your company portfolio
Bring the next filing into a better prepared review.
See the source, understand the comparison and give your analysts a clear starting point.
Start with your company list →