How It Works

From question to conviction, with sources.

KnowYourCompany.ai gives equity analysts the research infrastructure to move from signal to insight without the 45-90 minute trust gap that dominates traditional workflows. Here's how it works.

01

Connect Your Coverage Universe

Add the companies you cover or want to research. KYC.ai begins monitoring all public filings, earnings transcripts, news, and regulatory documents for those companies. Our platform processes 500+ filings daily from SEBI, BSE, and NSE — so your coverage universe stays current without manual effort.

  • Add companies by name, ticker, or ISIN
  • Automatic filing monitoring from SEBI, BSE, and NSE
  • Covers Indian equity markets
  • Continuous data ingestion — new filings processed within hours
02

Ask Research Questions

Use natural language to ask questions about any company in your universe. Our AI copilot searches across filings, transcripts, and financial data to find answers. Unlike general-purpose AI chatbots, KYC.ai understands financial concepts, SEBI filing structures, and investment analysis frameworks.

  • "What did management say about margin guidance in the last earnings call?"
  • "Compare revenue growth trends across my coverage universe"
  • "Summarize all insider trading activity for TCS in the last 6 months"
  • "What are the key risk factors mentioned in the latest 10-K?"
03

Get Source-Linked Answers

Every response includes inline citations linking to the exact source document and paragraph. This is what we call source-linked research — you never have to wonder where an insight came from. Click any citation to read the original text in context. No hallucinations, no unverifiable claims.

  • Inline citations to exact paragraphs in filings and transcripts
  • One-click verification — read the source in context
  • Cross-referenced data from multiple filings
  • Clear attribution for every claim and data point
04

Build Your Research

Compile findings into structured research notes, initiation reports, or earnings summaries. Our platform helps you move from raw insights to polished research output. Export in formats ready for your investment committee, clients, or internal documentation.

  • Structure findings into research notes and reports
  • Initiation coverage templates with pre-populated data
  • Earnings summary generation with source citations
  • Export to PDF and other formats
05

Monitor and Get Alerted

Set up monitoring for material changes, earnings surprises, management commentary shifts, or any custom criteria. KYC.ai watches your coverage universe continuously and alerts you when something changes — so you catch the signals that matter before the market moves.

  • Material event detection across your coverage universe
  • Management commentary change tracking
  • Earnings surprise alerts
  • Custom monitoring criteria

Ready to transform your research workflow?

Start with a free plan and see how source-linked research changes the way you work.

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