Purpose-built workflows across SEC reporting, technical accounting, legal, IR, and the CFO office. Select your team to see what Finrep does for you.
Rolls forward your prior period filing into the current period template, updating dates, references, and boilerplate while preserving reviewer-approved language intact.
Detects unexplained language shifts in your disclosures relative to prior periods and surfaces annotated diffs with suggested explanations for each material change.
Scans your draft disclosure against your peer set and flags over- or under-disclosure by topic relative to current market practice.
Maps your 10-K or 10-Q draft against historical SEC comment patterns in your sector and returns a ranked, section-level exposure list.
Generates a tracked-changes view of your filing versus the prior period, annotating what changed, why it changed, and whether changes were disclosure-driven or financial.
Checks for narrative drift without explanation, within-filing cross-reference inconsistencies (narrative and quantitative), and material metric changes that lack disclosure support.
Maps your filing's disclosures against applicable SEC rules and current accounting standards, surfacing checklist gaps and thin coverage areas by topic.
Scans peer risk factor sections against yours and surfaces risk categories your peers cover that you don't, with coverage depth comparison across your entire peer set.
Evaluates your footnote disclosure depth topic by topic against peers, flagging areas where peers provide more detail or include disclosures you're missing.
Navigates and searches EDGAR filings across your peer set, competitors, and sector to surface comparable disclosures, comment letter history, and filing patterns for research and benchmarking.
Validates iXBRL tagging against SEC taxonomy requirements, flags custom element usage, and benchmarks your tagging choices against peer filing practices.
Upload your supporting schedules and filings. The agent maps every numeric disclosure to its source, traces how figures flow across documents, and completes the tick-and-tie.
Drafts any disclosure section, including MD&A, risk factors, 8-K narrative, or notes to accounts, grounded in peer precedent, prior period language, and applicable US GAAP or IFRS guidance.
Reviews an existing disclosure section for completeness, clarity, and peer comparability and returns a strengthened version with tracked changes and plain-language rationale.
Drafts or updates your risk factor section using peer benchmarks, regulatory signals, and your existing disclosures, with tracked changes for targeted updates or a full section rewrite.
Identifies the right 8-K items for a triggering event, drafts the narrative sections, calculates the SEC filing deadline, and surfaces how peers have disclosed similar events.
Reads the ASU and maps it to your company, returning an applicability determination with adoption steps, effective date, and required disclosure changes.
Answers technical accounting questions with direct paragraph-level citations to FASB ASC codification, IFRS standards, and Big 4 guidance handbooks, covering both frameworks.
Analyzes revenue contracts against the ASC 606 and IFRS 15 five-step model, surfacing recognition timing, variable consideration, and performance obligation judgments.
Monitors FASB, IASB, and SEC standard-setter activity and alerts you when new guidance under US GAAP or IFRS applies to your open accounting positions.
Generates a structured first-pass accounting policy memo grounded in current US GAAP and IFRS guidance, with comparable peer treatment shown for both frameworks.
Tracks Section 16 reporting obligations, monitors insider transaction deadlines, and flags Form 3, 4, and 5 filing requirements across all covered persons.
Drafts substantive, defensible responses to SEC staff comment letters, referencing peer company responses and applicable guidance.
Monitors current SEC comment trends and enforcement themes in your sector, then cross-references them against your prior filing or current draft to surface areas of elevated regulatory focus with execution guidance on what to revisit.
Compares your litigation, contingency, and legal proceedings disclosures against peers and flags gaps relative to current market practice.
Assesses whether a specific event crosses materiality thresholds and surfaces how comparable companies have disclosed similar events.
Compares your MD&A disclosures against your peer set across depth, structure, and coverage, surfacing gaps and sections where peers are disclosing more.
Breaks down how peers structure investor presentations, including earnings decks and investor day materials, surfacing KPI framing, narrative sequencing, and strategic messaging patterns.
Analyzes how peers frame key topics like growth, risk, and capital allocation, and surfaces differentiation or alignment opportunities in your narrative.
Predicts likely analyst and investor questions based on your draft filing and recent peer earnings call reactions.
Translates significant financial metric movements into investor-ready narrative with peer context and prior period alignment.
Tracks how your peers are evolving their disclosure language, depth, and tone across reporting periods, surfacing directional trends and areas where your narrative may be falling behind.
Produces an executive-level readiness summary spanning disclosure coverage, open review items, and peer alignment gaps across all filing topics.
Briefs committee members on current SEC scrutiny themes and comment letter trends specific to their industry and filing type.
Maps each financial statement disclosure to the SOX controls governing the underlying data and surfaces any disclosures with no linked control.
Produces a pre-certification risk summary covering disclosure completeness, control effectiveness status, and all outstanding open items.
Converts your trial balance or sub-ledger export into disclosure-ready schedules, reconciled to prior period, formatted to SEC standards, and ready to drop into your filing draft.
Flags inconsistencies in management narrative framing, metric definitions, and disclosure language across reporting periods, surfacing divergences that require resolution or explanation.
Benchmarks your ESG and sustainability disclosures against peers and leading framework requirements including TCFD, SASB, and GRI.
Monitors SEC climate disclosure rules and global ESG regulatory developments, alerting you when new requirements apply to your reporting obligations.
