...
dock-logo
Talk to Us
Get API Access
dock-logo
PLATFORM

Three products,
one foundation

Every DataDock AI product needs the same groundwork: reliable source ingestion, dependable parsing, provenance, and review. We build that groundwork once and build each product on top of it.
Authoritative sources
EDGAR
Regulatory filings and disclosures

Forms D and 4, 10-K, 13F, adviser
registrations

AUTHORITY
Statutes, regulations, rulings

IRC, treasury regulations, revenue
rulings, case law

DOCUMENTS
Financial documents and
transactions

Bank statements, invoices, ledgers,
transaction feeds

→

Shared foundation · internal
01
Authoritative-source ingestion
Continuous intake from regulators, authorities, and customer document feeds.
02
Document parsing and extraction
Filings, statements, and statutes into structured, typed records.
03
Domain-specific workflow orchestration
Reporting, research, and filing workflows, each with its own logic.
04
Verification and provenance
Every derived value keeps a link to the source it came from.
05
Human review and exception handling
Queues, judgment flags, approvals, and recorded sign-off.

→

Products

Basin Reporting

AI-driven financial reporting: reconciliation, analysis, review, and report delivery.
Explore

Basin Research

Authority-grounded tax research with traceable citations and private workspaces.
Explore

FilingFlow

Securities filing intelligence, monitoring, and compliance from regulatory filings.
Explore
Security and tenant isolation
Every layer runs inside per-customer boundaries. No data crosses tenants or products.
IN PRACTICE

The same layer looks
different in each product

Three examples of how the shared foundation shows up in each product.
01
Verification and provenance
Basin Reporting
Any figure in a report drills down to the bank statement or invoice behind it.
Basin Research
Every conclusion carries citations that open the authority in context.
FilingFlow
Each alert and data point links to the filing that produced it.
02
Human review and exception handling
Basin Reporting
Unmatched transactions and prepared entries route to a reviewer before posting.
Basin Research
Judgment areas are flagged for professional review instead of resolved silently.
FilingFlow
Monitoring rules surface changes for analysts to confirm, not auto-act on.
03
Authoritative-source
ingestion
Basin Reporting
Bank feeds, invoices, and ledgers arrive as the source of record.
Basin Research
Statutes, regulations, and rulings are versioned by tax year.
FilingFlow
Regulatory filings are ingested as they publish.
See what this foundation produces
Explore Products
Talk to Us

Enterprise: Enterprise & Institutions

For large organizations and institutions with specialized requirements, this plan offers customizable solutions. Contact us for options like multiple API keys, priority support, redistribution rights, or unlimited data access. Example use cases include:
  • Stock exchanges meeting compliance and reporting obligations
  • Brokerage firms providing live SEC filings access to clients
  • Data providers redistributing datasets via APIs, downloads, or other channels
  • Platforms or applications delivering licensed data to end-users through paywalls or controlled access

Scale: Business / Internal Use

Built for organizations leveraging the platform for internal operations, this tier supports data-driven teams and professionals. Common applications include:
  • Investment advisors, equity research teams, and family offices analyzing market filings
  • Hedge funds tracking registration statements and disclosures in real time
  • Law firms reviewing administrative and legal records
  • Financial analysts at banks conducting detailed research
  • Talent acquisition teams evaluating employment contracts and compensation packages

Growth: Personal & Startups

Designed for innovators, individual developers, and university researchers, this plan supports small-scale projects and early-stage experimentation. Typical scenarios include:
  • Professors providing their students with full API access for coursework in financial engineering
  • Graduate students and researchers producing papers for journals or academic conferences
  • Solo founders or small teams building early prototypes and minimum viable products

Explorer:

For testing purposes.
Seraphinite AcceleratorOptimized by Seraphinite Accelerator
Turns on site high speed to be attractive for people and search engines.