Frequently Asked Questions

Beefi.ai is an AI-powered financial intelligence platform that analyzes SEC EDGAR filings, insider trading data, and comprehensive financial metrics for public companies. We help investors, analysts, and financial professionals make informed decisions through natural language queries and advanced AI analysis powered by LangChain and Google Gemini.

Getting started is simple! Sign up for a free account on our platform. Once registered, you can immediately start asking questions about any publicly traded company. Our Starter plan gives you 10 free AI queries per month to explore the platform. For unlimited access, consider upgrading to our Professional or Enterprise plans.

No! Our Starter plan is completely free and does not require a credit card. You can start exploring SEC filings and using our AI analysis tools right away. Credit card information is only required if you choose to upgrade to a paid plan.

Beefi.ai combines the power of AI with comprehensive SEC data in a conversational interface. Instead of manually searching through hundreds of pages of filings, you can simply ask questions in plain English and get instant, contextual answers with citations. Our platform also features automated daily data syncing, insider trading alerts, and XBRL parsing for structured financial data.

Beefi.ai provides access to all major SEC filings including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), S-1 registration statements, and all insider trading forms (Forms 3, 4, and 5). Our database is updated daily through automated Celery workers that sync with SEC EDGAR.

Our AI system uses LangChain and Google Gemini to understand your natural language queries and analyze relevant SEC filings. When you ask a question, the AI searches through filing databases, extracts pertinent information, parses XBRL data for financial metrics, and provides comprehensive answers with citations to source documents. The system continuously learns to provide more accurate and contextual responses.

Yes! Beefi.ai offers comprehensive insider trading tracking. You can monitor all insider transactions including purchases, sales, option exercises, and beneficial ownership changes. Professional and Enterprise plans include real-time alerts for insider activity, allowing you to stay informed about significant trades by company executives and major shareholders.

Our database syncs daily with SEC EDGAR to ensure you have access to the latest filings and data. New filings are typically available within hours of being published by the SEC. Historical data goes back 10 years for Professional plan users and includes complete filing archives.

Yes! Professional and Enterprise plans include data export capabilities. You can download financial statements, insider trading reports, and AI-generated analysis in various formats including CSV, Excel, and PDF. This makes it easy to integrate our insights into your own research and presentations.

We offer three plans: (1) Starter - Free forever with basic SEC filing access and 10 AI queries per month, (2) Professional - $29-39/month with unlimited AI queries, advanced alerts, 10-year historical data, and data export, (3) Enterprise - $79-99/month with team collaboration, API access, custom reports, and dedicated support. Yearly plans save 25%.

Absolutely! You can upgrade or downgrade your plan at any time from your account settings. When upgrading, you'll have immediate access to new features. When downgrading, the change takes effect at the end of your current billing cycle, and you'll retain access to premium features until then.

We offer a 14-day money-back guarantee for first-time subscribers to paid plans. If you're not satisfied with the service within the first 14 days, contact us for a full refund. After the initial 14-day period, subscription fees are non-refundable, but you can cancel at any time to prevent future charges.

Yes! Annual subscriptions save you 25% compared to monthly billing. For example, the Professional plan is $29/month when billed annually ($348/year) versus $39/month when billed monthly. This is a great option if you plan to use Beefi.ai long-term.

We source all our data directly from SEC EDGAR, which is the official repository for public company filings. Our AI analysis is designed to extract and present information accurately with citations to source documents. However, we always recommend verifying critical information independently and consulting with qualified financial advisors before making investment decisions.

While our AI provides valuable insights and analysis, Beefi.ai is designed as a research tool and should not be the sole basis for investment decisions. We are not a registered investment advisor or broker-dealer. All information is provided for informational purposes only. Always conduct your own due diligence and consult with qualified financial professionals before making investment decisions.

We strive for accuracy, but if you discover any errors or inconsistencies, please report them immediately through our contact form or email at [email protected]. We take data quality seriously and will investigate and correct any issues promptly.

Yes! Our Enterprise plan includes API access, allowing you to integrate Beefi.ai's financial data and AI insights directly into your own applications, tools, or workflows. API documentation and authentication credentials are provided to Enterprise subscribers. Contact us to discuss your specific API needs.

Security is our top priority. We use industry-standard encryption for data in transit and at rest, implement strict access controls, conduct regular security audits, and host our infrastructure on secure cloud platforms. We never sell your personal information. For more details, please review our Privacy Policy.

All users have access to our help documentation and email support. Professional plan users receive priority email support with faster response times. Enterprise plan users get 24/7 priority support and a dedicated account manager to ensure smooth operation and address any questions quickly.

Currently, Beefi.ai is accessible through any web browser on desktop, tablet, and mobile devices. Our platform is fully responsive and optimized for mobile use. We are considering native mobile apps for the future based on user demand.

Yes! Many researchers, students, and academics use Beefi.ai for financial research and analysis. Our comprehensive SEC database and AI-powered insights make it an excellent tool for academic studies. Contact us if you're affiliated with an educational institution to discuss potential academic discounts.