Financial Reporting Intelligence

From EDGAR research to review-ready reporting, powered by AI.

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What is Financial Reporting Intelligence?

The AI research system behind every filing,

built for

Audience examples: SEC reporting teams, Investor relations teams, Accounting advisors, Corporate counsel, Auditors, Technical accountants.

Financial Reporting Intelligence

What it brings together

  1. One index

    EDGAR filings, the accounting standards and SEC comment letters sit in one search.

  2. Every claim cited

    Open the source behind any sentence and read the paragraph it came from.

  3. Through to the filing

    Research the question, benchmark the peer set, draft the disclosure, and review it before you file.

What teams do with it

Benchmark the filed language

Benchmark the filed language

Compare disclosures, accounting policies and risk factors across a named peer set, side by side.

Draft from cited precedent

Draft from cited precedent

Turn cited research into filing sections and technical accounting memos with the references already attached.

Pressure-test before filing

Pressure-test before filing

Challenge the draft against prior periods, applicable guidance and SEC staff precedent before it moves forward.

10M+
Documents in the research index
2001
Comment letters searchable from
Up to 15
Peers in one benchmark
40+
Workflows built on it

Research. Benchmark. Draft.

Start with a cited answer, compare the exact filed language, and carry that evidence into a review-ready draft. Review and monitoring continue the same source trail.

  1. 01

    Research

    Ask the question the way you would ask a colleague. Get an answer with the filings and the guidance behind it.

    Cited answer
  2. 02

    Benchmark

    Put your peer set side by side on the disclosure that matters, with the verbatim language from each filing.

    Peer grid
  3. 03

    Draft

    Roll the note forward or write the section from precedent, with the references already attached.

    Draft in Word
  4. 04

    Compliance Check

    Review the draft against the checklist, prior period and relevant SEC staff comments, then surface the gaps before it moves forward.

    Gap list
  5. 05

    Monitor

    Watch the standards and the filings that matter to you, and get told when something changes.

    Alerts

A selection of workflows across research, benchmarking, drafting, review, and monitoring.

Get started
  1. 01 · ResearchResearch a technical accounting question with paragraph-level citationsMove from the fact pattern to the relevant ASC or IFRS paragraphs, with the source attached to every conclusion.
  2. 02 · BenchmarkBenchmark a disclosure or risk factor against named peersCompare the exact filed language side by side and carry the cited precedent into review.
  3. 03 · Compliance CheckReview filing sections with references and gap checksCheck the draft against prior periods, relevant guidance and SEC staff precedent before it moves forward.
Explore 7 more examples across the cycle

Every answer comes with an auditable EDGAR source trail.

Finrep searches EDGAR filings, standards, and SEC correspondence, with every claim linked to its exact passage.

SourcesAnswerFiling

  1. EDGAR filings

    2011 onward

    10-K, 10-Q, 8-K, S-1, proxies and exhibits.

  2. Accounting guidance

    Continuous

    US GAAP, IFRS, Regulation S-K and Big Four guidance.

  3. SEC staff correspondence

    2001 onward

    Comment letters and responses by topic, industry and registrant.

One cited answerAnswer 01
The company recognizes revenue when control of the promised goods or services transfers to the customer, in an amount that reflects the consideration expected in exchange for those goods or services.
10-K FY2025 · Note 2 · RevenueASC 606-10-05-310-Q Q2 FY2026 · Note 2
Open source passage
EDGAR filingsItem 8 · Note 2
The company recognizes revenue when control of the promised goods or services transfers to the customer, in an amount that reflects the consideration expected in exchange for those goods or services.
10-K FY2025 · Note 2 · RevenueASC 606-10-05-310-Q Q2 FY2026 · Note 2

Purpose-built for financial reporting teams

One cited record, shaped to each team's work from preparation through review.

Technical accounting

Take a position and show your work

Research a live fact pattern against the codification, then write the memo with the paragraph references already in place.

  • Cited answers on ASC and IFRS questions, not summaries of summaries
  • Applicability analysis when a new ASU is issued
  • Contract analysis for revenue and lease fact patterns
  • Memos exported to Word with the references attached
Example question
Does ASU 2025-08 apply to our acquired loan portfolio? Identify which loans qualify as purchased seasoned loans, explain the gross-up accounting, and cite the effective-date and transition paragraphs.
Technical accounting team reviewing financial reporting analysis in a meeting

How Finrep compares to SEC filing research alternatives

Tap a capability to compare alternatives

Full-text search across EDGAR filingsYes
Filing research tools
Yes
Market intelligence platforms
Yes
General AI assistants
Partial
Accounting standards and guidance in the same queryYes
Filing research tools
Separate module
Market intelligence platforms
No
General AI assistants
From memory
SEC comment letters searchable by topic and industryYes
Filing research tools
Yes
Market intelligence platforms
No
General AI assistants
No
Peer benchmarking as a structured, exportable gridYes
Filing research tools
Matrix view
Market intelligence platforms
Generic grid
General AI assistants
No
Disclosure checklist mapped to the standardYes
Filing research tools
No
Market intelligence platforms
No
General AI assistants
No
Drafting in the same place as the researchYes
Filing research tools
Separate product
Market intelligence platforms
No
General AI assistants
No sources
Citation on every claim, back to the paragraphYes
Filing research tools
Document level
Market intelligence platforms
Document level
General AI assistants
No
Built for SEC reporting and technical accounting teamsYes
Filing research tools
Legal first
Market intelligence platforms
Investor first
General AI assistants
No
Private cloud or on-premises deploymentYes
Filing research tools
No
Market intelligence platforms
No
General AI assistants
Varies
Free trial without a sales call14 days
Filing research tools
No
Market intelligence platforms
No
General AI assistants
Yes

Teams usually weigh Financial Reporting Intelligence against Intelligize, Nasdaq Lens, AlphaSense, Bloomberg Law, DragonGC and EDGAR full-text search. The columns describe how those categories are built, not a scored review of any one product.

Security, privacy and deployment

Built to the highest standards of security.

Finrep uses AES-256 encryption at rest, TLS 1.3 in transit, field-level encryption for sensitive data, and encrypted, geo-redundant backups.

Explore Finrep security

SOC 2 Type II  ·  ISO 27001

On the security page

  1. 01Certifications and reports
  2. 02Data and AI safeguards
  3. 03Hosting and deployment choices

Everything your security team needs for diligence, kept in one place and maintained separately from the product story.

FAQs

Financial Reporting Intelligence is Finrep's research and review platform for financial reporting teams.

EDGAR filings from 2011 onward, including 10-K, 10-Q, 8-K, S-1, proxies and exhibits. SEC staff comment letters and company responses from 2001 onward. US GAAP and IFRS standards with new ASUs as they are issued. You can also point it at your own uploaded documents.

Yes. Every answer links back to the documents it was built from, down to the passage rather than the file. You can open the filing or the paragraph of guidance, read it in context, and check the answer yourself before you use it. Answers are a first draft for a professional to review, not a signature.

General assistants answer from model memory and can invent a citation that looks right. Finrep retrieves from the filing record and the codification first, then answers, and keeps the link to each source. It also knows the shape of the work: peer sets, disclosure checklists, roll-forwards and comment letter research.

Filing research tools index the filings. Market intelligence platforms are built for investors and add transcripts and broker research. Finrep is built for the people who write the filing, so the accounting standards, the filings and the staff comment letters answer one question together, and the output is a grid or a draft you can export.

No. Filing platforms assemble the document, manage the numbers and submit to EDGAR. Financial Reporting Intelligence answers the questions that come up while you write it: what the standard requires, how peers disclosed it, and what the staff has asked about it. Teams often run both.

Yes. Comment Letter Explorer searches staff comments and company responses by topic, industry and registrant rather than only by company and date. You can see which topics recur in your sector and pull the verbatim language before drafting a response.

You build the peer set yourself. Peer alignment analysis runs up to 15 peers at a time, and side-by-side disclosure comparison holds up to 10 filings at once. Grid Reports put the peer set across the top and your questions down the side, with the excerpt and source filing in every cell, and export to Excel.

Yes. You can research a fact pattern against the codification and turn it into a memo in Word with the paragraph references attached. Teams use it for revenue and lease contract analysis, ASU applicability, and policy memos, then review and edit before the memo goes to an auditor.

No. Your data is never used to train foundation models, and Finrep holds no-train terms with its AI providers. Documents, drafts and queries stay inside your organization's workspace. The security page lists sub-processors, retention windows and the certifications in full.

Yes. Finrep is SOC 2 Type II audited and ISO 27001 certified, with encryption in transit and at rest, SAML SSO, role-based access and immutable audit logs. You can request the SOC 2 report and the ISO certificate from the security page.

Yes. Finrep runs as hosted SaaS, as a single-tenant dedicated instance, inside your own AWS, Azure or GCP account, or fully on-premises inside your network with no public ingress. Every mode ships with the same encryption, access controls and audit logging.

There is a 14-day free trial with full platform access and no credit card. After that, pricing depends on team size and which workspaces you add on top of Financial Reporting Intelligence. The pricing page has the current plans, and sales can quote a team or a firm.

You can start on your own filings the same day: sign in, pick your company and peer set, and ask a question. There is no data migration, because the filing record and the standards are already indexed. Larger rollouts add SSO, access controls and a shared document workspace.

14 days, full platform access, no credit card.