Financial
Overview
Account summary, license status, and live engine health
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—No queries yet.
Run a query in the Sandbox to see it here.
API Sandbox
Test live endpoints authenticated with your license key
curl -X POST https://financesec.api.caleralabs.com/api/query \
-H "Content-Type: application/json" \
-H "X-License-Key: ••••••••" \
-d '{"query": "What was Apple total revenue in FY2023?"}'Response
Usage & Metering
Real-time tracking of API consumption and subscription quotas
| Batch ID | Status | Queries | Submitted At | Completed At | Actions |
|---|---|---|---|---|---|
| No batch jobs submitted yet. | |||||
Batch Query Panel
Submit multiple queries for asynchronous processing and download results
Professional & Enterprise Feature
The Batch Query API allows submitting up to 100 queries at once for asynchronous processing with custom webhook notifications and download options.
Enter one query per line or paste a valid JSON array of queries. Tiers: Professional (max 10 batches/hour), Enterprise (unlimited).
| Batch ID | Date Submitted | Queries | Status | Actions |
|---|---|---|---|---|
| No batch history found. | ||||
Saved Reports & Templates
Create reusable query templates across portfolio companies, run batch checks, and compare historical period diffs.
Select a template on the left to queue a report run.
| Run Name | Period | Status | Action | |
|---|---|---|---|---|
| Select a template to view history. | ||||
| Ticker | Metric | Period A | Period B | Change (Abs) | Change (%) |
|---|
Watchlist & Alerts
Proactively monitor tracked companies, receive filing notifications, and set metric threshold triggers.
Tracked companies with real-time metric indicators. Click a card to run quick queries.
Configure form types that trigger email alerts for any company in your watchlist.
Create alerts based on financial ratio limits evaluated from new submissions.
| Company | Rule Description | Action |
|---|---|---|
| No alert rules configured. | ||
Auto-surfaced disclosures matching your watchlist.
Webhooks & Integrations
Connect FinanceSEC directly to your financial workflows. Run natural language queries and embed provenance chains directly inside your spreadsheets, Slack, or Notion documents.
Google Sheets Integration
Allows writing custom formula `=FINANCESEC("query")` in Google Sheets. With the custom FinanceSEC menu, you can refresh all answers and automatically inject the entire zero-hallucination provenance chain into the cell comments!
1. Configure Formula
| A | B | |
|---|---|---|
| 1 | Apple Revenue (FY23) |
$383.29B
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| 2 | - | - |
2. Apps Script Code
Open Google Sheet → Extensions → Apps Script, paste the script below, and save.
...google apps script code...Microsoft Excel Integration
Allows loading financial answers and provenance records in native Excel using a custom VBA Macro. The macro makes a direct connection to the Cloud Run API using XMLHTTP, writes the results, and pins the detailed audit logs as cell comments.
Excel Integration Steps
- Open Excel and press Alt + F11 to launch VBA Editor.
- Click Insert → Module.
- Paste the VBA script code shown on the right into the module.
- Add a cell in your spreadsheet named
FinanceSecApiKeycontaining your API License Key. - Select cell range with queries or formulas and press Alt + F8 to run
RefreshFinanceSec.
VBA Script Code
...excel vba code...Slack Webhook Notifications
Send beautifully formatted verified answers and filing alerts straight to Slack using Block Kit JSON messages.
1. Select Message Template
Slack Block Kit Preview
2. Webhook JSON Payload
...slack json...Notion & Confluence Rich Embeds
Create elegant, live financial badges and data points directly inside investment memos and executive briefings.
1. Embed Settings
Live Embed Preview
2. Notion Embed URL
In Notion, type /embed, press enter, and paste the URL below.
https://financesec.api.caleralabs.com/api/embed/q_9a87d6f5e4?theme=darkReference & Security
Endpoint catalog and post-quantum session details
Plans & Pricing
Scale your financial intelligence infrastructure
Ready to unlock the full Volume Language Network? Our team will tailor a plan to your data infrastructure.
Contact Sales → Try the SandboxBilling & Subscription
Manage your subscription, payment method, and invoices
| Date | Overage Queries | Cost |
|---|
All subscription changes are managed through our secure billing portal powered by Stripe.
Your last payment could not be processed. Please update your payment method to avoid losing access.
Access will be restricted on: —
No Tax IDs registered.
| Date | Subtotal | Tax | Total | Status | Receipt |
|---|---|---|---|---|---|
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👥 Team Management
Manage organization entities, invitations, collaborator roles, and audit telemetry
Establish a shared workspace for your team. This allows you to invite members, share query limits, and aggregate usage metering. Creating an organization requires a Startup+ subscription tier.
| Invited Email | Role | Invite Link | Expires | Action |
|---|
| Name / Email | Role | Status | Joined Date | Actions |
|---|
| Timestamp | Actor | Action Event | Target/Metadata |
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🔑 API Key Management
Manage multiple developer keys, scope access by product/environment, and configure rotation parameters
| Name | Prefix | Scope | Environment | Created At | Last Used | Usage | Status | Actions |
|---|
🔗 Webhook Integrations
Register HTTPS endpoints to receive real-time notifications for batch completions, usage alerts, and lifecycle events.
| URL | Events | Description | Secret Prefix | Status | Actions |
|---|
👑 Admin Panel
Manage users, roles, and licenses
| Signed Up | |
|---|---|
| No signups found | |
| User | Query | Latency | Time |
|---|---|---|---|
| No queries found | |||
| User | Error | Query | Time |
|---|---|---|---|
| No errors found | |||
| User | Role | Tier | PQC | Queries Today | Status | Actions |
|---|---|---|---|---|---|---|
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Monthly Tax Collection (12 Months)
| Month | Jurisdiction | Taxable Amount | Tax Collected | Invoices |
|---|---|---|---|---|
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Export Tax Data
Download detailed tax reports as CSV for accounting/filing.