Research in the tools you already use.
Keep working in Claude or ChatGPT. Bring cited research into the Excel model, PowerPoint deck, or Word memo you’re preparing, using the tools your assistant supports.
Ask it to look closer.
Ask your assistant what changed, which figures are comparable, or where a claim came from. Samaya brings financial sources into the conversation.
- Find the passage. Search supported filings, transcripts, and research.
- Check the answer. Ask your assistant to keep the citations so you can read the evidence yourself.
- Add what you know. Bring in your notes or other approved tools through your assistant. Source access through MCP depends on your setup.
Choose where you work
In your assistant.
Or in Samaya.
The same financial research foundation, with different ways to run the work and different source access.
| Your workflow | Samaya MCP | Research platform |
|---|---|---|
| Where you work | Claude, ChatGPT, and the files your assistant can create or edit. | Samaya’s workspace for Q&A, agents, coverage lists, and live earnings research. |
| The work it suits | Everyday financial search, questions across sources, and research for Excel, PowerPoint, or Word. | One-off deep reports, recurring coverage, and event-driven research across many companies. |
| How the work runs | Your assistant calls the enabled Samaya Q&A or search tools, then formats the answer. Research skills provide reusable instructions. | Samaya coordinates the research agents and runs supported schedules and triggers, even after you close the tab. |
| How access is controlled | Your existing single sign-on, scoped tools, and enabled sources. Source-provider restrictions and MCP entitlements still apply. | Multi-step agent work runs in a sandbox hosted in Samaya’s cloud environment, with access scoped to the user and authorized sources. |
| How you make it yours | Combine Samaya with your assistant’s other approved sources and reusable instructions. | Start from a template or define the brief, coverage, sources, and output format. |
Research skills,
ready to use.
Give your assistant a repeatable research process with Earnings recap, Model build, Fact checker, and more. Choose the skill that fits the work, then bring the findings into your next draft.
Explore all skills- Earnings recap
- Review call themes and management answers.
- Model build
- Build financial models from company filings.
- Variance table
- Compare actuals, consensus, and guidance.
- Fact checker
- Check your figures against source evidence.
- Model update
- Roll your model into the next reporting period.
Take it into the next draft.
Bring Samaya research into Claude or another supported assistant, then ask it to create the file you need. These are a few examples of what you can produce.
| Tier | Flag | Evidence and corroborating signals | Most plausible benign explanation | Source |
|---|---|---|---|---|
| Red | Adjusted earnings overstate durable operating profit | Four independent signals. One, all five reconciling items appear in five of five years. Two, adjusting items were above the 20% convention in four of five years and reached 71.1% of statutory operating profit in FY2025. Three, the underlying-to-reported EPS gap widened from EUR 0.26 to EUR 0.82. Four, cumulative excluded amortisation of EUR 848m sits against cumulative acquisition spend of EUR 1,128m, so the exclusion tracks the cash cost of maintaining the revenue base. | Amortisation of acquired intangibles is excluded by every large-cap staples peer, and the FY2025 spike in transformation costs and share-based payment expense is genuinely driven by the KDP transaction. On the evidence the benign reading covers the FY2025 step-up but not the pattern: the items recurred at scale in each of the four years before the transaction was announced. | Non-IFRS reconciliation, FY2021 to FY2025. |
| Amber | Inventory outgrew sales in FY2022, FY2024 and FY2025 | Single signal. Inventory days rose from 88 to 110 in FY2024, a 22-day build, and inventories grew 34.2% against revenue growth of 7.9%. | Green coffee cost inflation and the Marata acquisition. Supporting the benign read, in FY2025 inventories grew 18.3% against cost of sales growth of 22.3%, so inventory days fell to 106. The evidence supports the benign reading. | Balance sheet and cost of sales, FY2021 to FY2025. |
| Amber | FY2025 effective tax rate of 17.7% is not corroborated by cash tax | Single signal. The booked rate fell from 31.3% and 32.2% in the prior two years to 17.7%, while income tax payments were flat at EUR 214m against EUR 212m. Cash tax of EUR 214m on profit before tax of EUR 976m is 21.9%, above the booked rate. | A deferred tax benefit of EUR 17m and the mix of jurisdictional profits, both disclosed in the tax note. The concerning reading is that the rise in reported net income from EUR 543m to EUR 803m is partly a booked tax rate that cash payments do not support. | Income tax note and cash flow statement, FY2025. |
| Amber | Payable days near 300 with a supplier finance programme behind part of it | Single signal. Payable days of 296 on trade and other payables and a cash conversion cycle of negative 154 days. A supplier finance programme of EUR 535m sits inside trade payables, of which EUR 465m has been paid to suppliers by the finance provider. | The programme is under 10% of trade and other payables, the company states limited liquidity risk from it given the facilitating bank's condition and its access to other finance, and the balance fell EUR 124m in FY2025. The concerning reading is that any withdrawal is a cash event, and the FY2021 and FY2023 balances are not disclosed so the FY2024 build cannot be sized. | Trade and other payables note, FY2024 and FY2025. |
| Amber | Share-based payment expense excluded in full while dilution rises | Single signal. Equity compensation is removed from adjusted EBIT in each of five years, cumulatively EUR 230m, while the dilution overhang rose from 1.13% to 1.88% of basic shares. | At 1.0% of revenue in FY2025 the expense is far below the 10% convention, and buybacks of EUR 500m in FY2022 and EUR 122m in FY2025 offset part of the dilution. The concerning reading is that the exclusion is a presentation choice most European staples peers do not make. | Note 7.1 and the earnings per share note, FY2025. |
| Amber | Auditor identified a fraud risk on control of the Russian operations | Single signal. The FY2025 auditor's report names a fraud risk related to continued control under IFRS 10 of the Russian operations, and carries a key audit matter on the same question. The Russian component was audited by a non-Deloitte firm. | This is a scope and judgement question created by sanctions, not a finding. Russia is 6% of consolidated revenue and 2% of total assets, the auditor states its procedures were appropriate and sufficient, and the opinion is unqualified. The evidence supports the benign reading. | Independent auditor's report, FY2025. |
From research to your workbook.
Use Samaya MCP with Claude or another supported assistant to turn financial research into an Excel workbook. Build comparisons, review assumptions, and keep the reasoning and sources beside the numbers.
File creation and editing depend on your assistant’s capabilities and permissions.
Know when there’s more to read.
Tell Claude or ChatGPT what to watch with Samaya MCP. When a new filing arrives or a stock hits your price threshold, Samaya prepares a research update and sends it to your email and Samaya workspace.
Available events depend on your account and source access.
Connect it to your day.
Choose your approved assistant, connect your sources, and try a question from your coverage.
- 01
Choose your assistant
Confirm the host and account your firm permits.
- 02
Agree the source set
Check which sources are available through MCP and which require the platform, subscriptions, or personal authentication.
- 03
Approve the connection
Have your administrator review the connection where required.
- 04
Inspect the first answer
Run a question from your coverage and follow the answer back to its sources.
Try it in your assistant.
See how Samaya handles a research question relevant to your team.