Install Vezz me and import the SEC Filing & Earnings Auditor preset
Download our SEC Filing & Earnings Auditor `.json` preset and import it into the Vezz me extension.
AI Chrome extension for financial analysts & investors: audit filings with activeTab security.
Audit SEC 10-K footnotes, earnings call transcripts, debt covenants, and FOMC releases in Chrome or Firefox with activeTab-only security.
Best fit
Best for equity and credit analysts, portfolio managers, M&A associates, and serious investors who require strict browser privacy.
On-screen walkthrough
How this looks on a real webpage.
Instead of switching tabs and rebuilding context, highlight the exact passage that slowed you down and press your shortcut (default: Ctrl+Shift+X or Cmd+Shift+X on macOS, fully customizable in settings).
1. Highlighted on page (Q3 Earnings Call Transcript — CFO Q&A on Net Dollar Retention (NDR))
Analyst: Can you break down the 400 bps sequential decline in Net Dollar Retention to 108%? CFO: We are really pleased with gross retention resiliency across our enterprise cohort. What you're seeing in the trailing twelve-month NDR metric is primarily the mathematical rolling off of last year's Q3 seat expansion wave, combined with more measured initial land sizes that we view as a healthier long-term expansion baseline.
Ctrl+Shift+X“Cut through the CFO's spin: what actually drove NDR down 400 bps and is 'smaller initial lands' a valid excuse for current TTM NDR?”
2. Vezz me on-screen answer overlay
1. **Math Reality**: Because trailing 12-month (TTM) NDR averages four quarters, a **400 bps sequential drop** in TTM NDR implies the *in-quarter* annualized net expansion rate fell much more steeply (~1,200–1,600 bps).
2. **Flaw in CFO's 'Smaller Lands' Excuse**: Smaller initial lands *today* do **not** enter the NDR denominator for 12 months! They cannot explain a drop in current TTM NDR.
3. **Follow-Up Question**: *"What was the single-quarter annualized net retention rate in Q3, excluding the 4-quarter trailing average?"*
3. Suggested follow-up questions in thread
- “Compare this Q3 commentary against their Q2 guidance on net expansion.”
- “Summarize the 3 biggest accounting and demand red flags in this Q&A.”
Step-by-step workflow
How to run this workflow in place.
Highlight footnotes, Non-GAAP tables, or Q&A dodges
While reading on SEC EDGAR, investor relations pages, or financial news sites, highlight the passage you want to scrutinize.
Verify accounting mechanics and TTM vs in-quarter math
Press your shortcut to spot working-capital distortions, TTM averaging tricks, and omitted KPIs.
Key details
Why this approach works better than switching tabs.
Comparison Matrix
Browser AI Tools for Financial Professionals
Comparing Vezz me's least-privilege model with consumer AI sidebars.
| Requirement | Vezz me | Consumer AI Sidebars |
|---|---|---|
| Host Permissions on VDRs / Financial Portals | Zero host permissions (activeTab on-demand only) | Requires broad <all_urls> access across every open tab |
| Forensic Accounting & SEC Presets | Included (free JSON preset library) | Generic consumer chat prompts |
| Reading 200-Page 10-K / S-1 Filings | Lightweight popup keeps full table width visible | Sidebar steals 30% of horizontal table space |
Frequently asked questions
Common questions about persona guide — finance & investing.
Does Vezz me work on SEC EDGAR, BAMSEC, and Seeking Alpha / Koyfin transcripts?
Yes. Any selectable HTML text or table in your browser works with your shortcut.
Can it help analyze commercial leases, debt indentures, and merger agreements?
Yes—combine the SEC Filing & Earnings Auditor preset with our Plain-English Legal Translator preset for credit agreements and 8-K merger exhibits.
Does Vezz me provide investment recommendations?
No. Vezz me is a text comprehension and accounting-mechanics analysis tool for research purposes only.
Related workflows & guides
Explore connected pages.
Ready to try this workflow on your own reading?
Install Vezz me free, highlight text on any webpage, and press your customizable shortcut (default: Ctrl+Shift+X or Cmd+Shift+X on Mac) to get an answer right beside the source.
