Question 1

What products does Mosaic Finance offer?

Accepted Answer

Mosaic Finance offers three products: Archivist, an AI-powered web app for researching corporate filings; Archivist CLI, a command-line tool your AI agent drives from any shell to access the same filing database; and Tracer KG (early access), a corporate relationship knowledge graph that maps executives, directors, subsidiaries, and related party connections.

Question 2

What filing databases do you cover?

Accepted Answer

We index SEC and SEDAR filings for Canadian public companies listed on the TSX, TSX Venture Exchange, CSE, and NEO, plus US public companies listed on NYSE and NASDAQ. Our database covers over 1,300 filing types and 10+ years of regulatory filings.

Question 3

How is my data secured?

Accepted Answer

All data is transmitted over HTTPS. Authentication is handled by Clerk, an enterprise-grade identity provider. No filing data is stored on the client. Your conversations are stored securely with per-user access controls.

Question 4

What are the pricing plans?

Accepted Answer

We offer a free tier with 10 lifetime queries. Our Pro plan is $30/mo (or $24/mo annual, a 20% saving) and includes unlimited queries with full access to every filing, every AI model, and every feature in the web app. CLI and MCP access for AI agents is a $15/mo add-on on top of Pro ($12/mo annual). Enterprise plans with custom report modules and watchlist automation are contact sales. Visit our pricing page for current plan details.

Question 5

What does $30/mo Pro get me?

Accepted Answer

Pro at $30/mo (or $24/mo billed annually) includes unlimited queries with full access to: 10 years of SEDAR (Canada) and SEC (US) filings; every supported AI model including Gemini 3 Flash and Claude Sonnet 4.6; Table Mode for structured cross company synthesis; Archivist chat with citation drill through to the original source PDF; and Markdown or XLSX export of any conversation or table. Every web feature is included. CLI and MCP agent access is the one add-on, $15/mo on top of Pro.

Question 6

How do I upgrade from free to paid?

Accepted Answer

You can upgrade at any time from the pricing page or through the upgrade prompt that appears when you approach your free query limit. Payment is processed securely through Stripe.

Question 7

Can I cancel my subscription anytime?

Accepted Answer

Yes. You can cancel your subscription at any time from the Usage & Billing section in your user menu. Your access continues until the end of the current billing period.

Question 8

What payment methods do you accept?

Accepted Answer

We accept all major credit and debit cards, including Visa, Mastercard, and American Express.

Question 9

Is there anything I can't access on the free tier?

Accepted Answer

Every web feature is available on the free tier: the same AI models, the same filing database, the same export tools, capped at 10 lifetime queries and 25 lifetime table cell executions. The one exception is agent access: the Archivist CLI and MCP require the Pro plan plus the $15/mo CLI add-on.

Question 10

Do different plans have different features?

Accepted Answer

The web app is identical on every plan, including free: full access to every AI model and filing in our database, with query volume as the only difference. CLI and MCP agent access is the exception; it requires Pro plus the $15/mo CLI add-on. We would rather build a product worth paying for than lock web features behind pricing tiers.

Question 11

What is Archivist?

Accepted Answer

Archivist is an AI-powered web application that helps you search and analyze corporate filings using natural language. Instead of manually reading through hundreds of pages, you can ask questions and get cited answers with source references.

Question 12

How many free queries do I get?

Accepted Answer

The free tier includes 10 lifetime queries. Our Pro plan at $30/mo includes unlimited queries with full feature access.

Question 13

What filing types can I search?

Accepted Answer

You can search over 1,300 filing types including Annual Information Forms, MD&A reports, NI 43-101 Technical Reports, Material Change Reports, News Releases, Management Information Circulars, and SEC filings like 10-K, 10-Q, and 8-K for cross-listed companies.

Question 14

How do citations and sources work?

Accepted Answer

When Archivist finds relevant information, it provides numbered citation badges linked to the original filing. You can click a citation to open the source PDF with the relevant section highlighted. The sources panel shows all filings referenced in a conversation, organized by filing type and date.

Question 15

Can I export my research?

Accepted Answer

Yes. You can copy individual messages or export an entire conversation as a Markdown file, which includes all citations and source references.

Question 16

What AI models power Archivist?

Accepted Answer

Archivist supports seven AI models across the Gemini and Claude families. Gemini 3 Flash is the default. You can switch models at any time using the model selector in the chat interface.

Question 17

How do I use the filter bar?

Accepted Answer

The filter bar lets you narrow your search by company, filing type, and date range. Type a company name to see typeahead suggestions, then add filing type or date filters to focus your results. Filters persist across messages in the same conversation.

Question 18

What is Archivist CLI?

Accepted Answer

Archivist CLI is a command-line tool your AI agent drives from any shell to access our filing database. It lets agents like Claude Code, Cursor, Cowork, plain bash scripts, or cron jobs run cited research over 10 years of SEC and SEDAR filings, then audit every run on the web.

Question 19

Which AI assistants can use it?

Accepted Answer

Any agent or runtime that can invoke a CLI subprocess works: Claude Code, Cursor, Cowork, plain bash, Python scripts, GitHub Actions, cron, or any other shell context. The CLI prints cited markdown or JSON; agents read stdout and present the answer.

Question 20

How do I install the CLI?

Accepted Answer

Install with the curl installer (curl -fsSL https://install.mosaic-finance.com | sh), npx (npx -y @mosaic-finance/archivist install), or Homebrew (brew install mosaic-finance-inc/tap/archivist). After install, run archivist auth login to connect your account. CLI access requires Pro plus the CLI add-on; see our pricing page.

Question 21

What commands does the CLI expose?

Accepted Answer

archivist chat for natural-language Q&A over filings; archivist table for parallel research across rows of companies and columns of questions; archivist companies search for entity resolution. Output is cited markdown by default or structured JSON for parsing. See the Archivist CLI page (https://mosaic-finance.com/products/archivist-cli) for the full picture.

Question 22

Do I need a separate subscription for the CLI?

Accepted Answer

CLI and MCP access is a $15/mo add-on on your Archivist Pro subscription ($12/mo when billed annually). Pro at $30/mo plus the add-on comes to $45/mo total, on one invoice. There is no standalone CLI plan; an active Pro subscription is required. Subscribe from the Archivist CLI / MCP tab on our pricing page.

Question 23

What's the difference between Archivist and Archivist CLI?

Accepted Answer

Archivist is a standalone web app with a built-in chat interface, PDF viewer, and source panel. Archivist CLI is a command-line tool that lets your AI agent drive the same filing search capabilities from any shell. Both access the same database; CLI runs land in your web account for audit and follow-up.

Question 24

What is Tracer KG?

Accepted Answer

Tracer KG is a corporate relationship knowledge graph that maps connections between executives, directors, advisors, subsidiaries, joint ventures, and related parties across Canadian public markets. All relationships are derived from primary filing sources.

Question 25

What relationships does it map?

Accepted Answer

Tracer KG maps executive and director appointments, subsidiary ownership, joint venture partnerships, advisor relationships, and related party transactions. All of these are extracted from regulatory filings rather than self-reported databases.

Question 26

Is Tracer KG available now?

Accepted Answer

Tracer KG is currently in early access. Contact us to request access and learn more about the product roadmap.

Question 27

How does it integrate with Archivist?

Accepted Answer

Tracer KG and Archivist share the same underlying filing data. While Archivist focuses on text search and analysis, Tracer KG visualizes the relationships extracted from those filings, giving you a structural view of corporate connections.

Question 28

What data sources does the knowledge graph use?

Accepted Answer

All data in Tracer KG is extracted from primary regulatory filings, specifically SEDAR and SEC documents. Every relationship shown in the graph can be traced back to an official filing, unlike databases that rely on self-reported company information.

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