Actionbook for Finance

Filings

Pull figures straight from the filings

The agent opens 10-Ks, earnings decks, and IR pages in a real browser, finds the figures you ask for, and cites the page and section for every number. Check any cite against the filing itself.

Only a real browser can do this

Real finance work that needs your logins, run end to end in your own Chrome. Open any one for the full walkthrough.

Filings

Pull figures straight from the filings

The agent opens 10-Ks, earnings decks, and IR pages in a real browser, finds the figures you ask for, and cites the page and section for every number. Check any cite against the filing itself.

See how it works
Company Intelligence

Turn a name into a sourced dossier

One company in, a sourced dossier out: funding history, leadership, coverage, and market position, with every fact linked to the page it was read from.

See how it works

Everything a finance team needs, in one agent

Actionbook gives the agent you already use a real browser and keeps you in control.

Logged-in access

WSJ, paid terminals, and subscription research through your own accounts.

Real browser actions

Open filings, scroll the tables, and read the numbers that actually render.

Human-in-the-loop

Watch what the agent opens and check any figure against its cited page.

Works with your agent

ChatGPT, Claude, Gemini, Perplexity, or any MCP client you already use.

Parallel web work

Run work across multiple tabs at once instead of waiting on one slow browser session.

Page understanding

The agent reads the page that actually renders, so you never paste screenshots or explain fields.

Fast, accurate actions

Calls the website’s own API when it can. Less waiting, fewer wrong steps.

Action manuals

Verified selectors and steps for the sites that matter, so the agent acts instead of guessing.

The sites finance teams live in

Your agent reaches them through your own browser session, logins included.

TradingView
WSJ
Statista
Crunchbase

Frequently asked questions

Find answers to common questions about Actionbook for finance teams.

Hand it to your agent.

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