What does Finrep do for SEC reporting teams?

Finrep provides purpose-built workflows for SEC reporting including roll-forward analysis, peer alignment benchmarking, comment letter risk detection, filing readiness checks, and AI-assisted disclosure drafting — all grounded in evidence and peer precedent.

How does Finrep help with 10-K and 10-Q drafting?

Finrep's Disclosure Drafting workflow drafts or refines 10-K and 10-Q sections using peer precedent, prior period language, and applicable ASC guidance as grounding sources. Every output is traceable to its source.

Can Finrep help respond to SEC comment letters?

Yes. Finrep's Comment Letter Response workflow drafts substantive, defensible responses to SEC staff comment letters by referencing peer company responses and applicable accounting guidance.

What workflows does Finrep offer for CFO and Controller teams?

Finrep offers Certification Readiness, Cross-Period Consistency, and Board Briefing workflows — covering pre-certification risk summaries, narrative consistency checks, and audit committee-ready disclosure summaries.

Does Finrep support ESG and sustainability reporting?

Yes. Finrep includes ESG Disclosure Benchmark and ESG Regulatory Monitoring workflows, supporting TCFD, SASB, and GRI framework alignment as well as SEC climate disclosure rule tracking.

Which teams in the CFO office does Finrep support?

Finrep supports SEC Reporting, Technical Accounting, Legal Counsel, Investor Relations, Disclosure Committee, CFO and Controller, Tax Team, and ESG Reporting functions.

What is the peer grounding for the narrative?

Peer 8-K filings for the same event category retrieved from EDGAR. Acquisition disclosures grounded in peer acquisition 8-Ks. Leadership changes grounded in peer leadership change filings.

Can I add or remove Items before drafting?

Yes. Item classification is a review step before the narrative draft is generated. Add conditional items or remove inapplicable ones.

Does it cover Regulation FD considerations?

Yes. Item 7.01 and 8.01 voluntary disclosures flagged with Regulation FD applicability notes where relevant.

What does the source record include?

Every Item classification with its S-K basis, every narrative paragraph with its peer EDGAR source, and the deadline calculation. Exportable for the legal file.

Can I use this for amended 8-Ks?

Yes. Upload the original 8-K and describe the amendment. Finrep identifies which Items require amendment and drafts the updated narrative.

Footnotes Drafting

8-K Event Disclosure

An 8-K event disclosure is the current report a public company files within four business days of a material triggering event. Finrep identifies applicable Items, calculates the deadline, drafts the narrative, and surfaces how peers disclosed the same event category. Every classification and paragraph links to a defensible source.

4 business days

Filing deadline from triggering event

All 8-K Items

Coverage across every triggering event type

Source-linked

Every Item classification and paragraph

See sample reports

Sample 8-K Event Disclosure Reports

See what a Finrep 8-K draft looks like. Download and review the full output.

Today's reality

8-K Event Disclosure without Finrep

Item classification done from memory or manual Regulation S-K review under deadline
Deadline calculated manually, accounting for business days and exchange rules
Narrative drafted against prior template, not peer practice for the same event type
Peer check skipped when the deadline does not allow time for EDGAR research

Footnotes Drafting · Pre-Draft

Four business days. Item classification, deadline, draft, and peer check all at once.

When a material event occurs, the legal and reporting teams move simultaneously. What Items apply? What is the exact filing deadline? What should the narrative say? How did peers disclose the same type of event?

In practice these steps happen sequentially under pressure: Item classification first, then a deadline calculation, then drafting, then a peer check if time allows. The peer check usually does not happen. The narrative is written against the prior 8-K template and legal judgment, not peer practice.

Without Finrep

Manual process

Item classification done from memory or manual Regulation S-K review under deadline
Deadline calculated manually, accounting for business days and exchange rules
Narrative drafted against prior template, not peer practice for the same event type
Peer check skipped when the deadline does not allow time for EDGAR research

With Finrep

Automated workflow

Applicable Items identified automatically with the specific Regulation S-K basis
Deadline calculated and displayed from the triggering event date
Narrative drafted grounded in peer disclosures for the same event category
Every classification and paragraph source-linked before the draft leaves the team

From triggering event to source-grounded 8-K draft in four steps

Describe the triggering event

Enter the event type and date. Finrep identifies applicable 8-K Items based on Regulation S-K and calculates the filing deadline.

Review Item classification

Each applicable Item shown with its Regulation S-K basis and any conditional applicability. Add or remove Items before drafting begins.

Review the peer-grounded narrative draft

Narrative draft produced for each Item, grounded in peer disclosures for the same event category from EDGAR. Every paragraph annotated with its peer basis or regulatory source.

Finalize and file

Edit the draft against its annotations. Export for legal review and EDGAR submission. Full source record included.

What you get

Source-linked 8-K draft with Item classification, deadline, and peer-grounded narrative

Ask FinaSEC SearchDisclosure Comparison

Footnotes Drafting

What 8-K Event Disclosure does at a glance

Team: Footnotes Drafting
Filing phase: Pre-Draft
Output: Source-linked 8-K draft with Item classification, deadline, and peer-grounded narrative
Modules: Ask FinaSEC SearchDisclosure Comparison

What changes when an 8-K draft arrives grounded before the deadline pressure peaks

Automatic Item classification with S-K basis

Every applicable 8-K Item identified based on the triggering event type with the specific Regulation S-K section cited. Conditional items flagged for team confirmation. Covers all 9 sections and 30+ individual Items across Form 8-K.

Filing deadline calculation

Deadline calculated from the triggering event date accounting for business days, SEC holiday schedule, and applicable exchange rules. Displayed at the top of the draft. No manual calendar counting.

Peer-grounded narrative per Item

For each applicable Item, narrative drafted grounded in how peers disclosed the same event category. Acquisition 8-Ks grounded in peer acquisition disclosures. Leadership change 8-Ks grounded in peer leadership change language. Every paragraph annotated with its peer source.

Source-linked classification and paragraphs

Every Item classification links to the specific Regulation S-K section that triggers it. Every narrative paragraph links to its peer source in EDGAR. Legal review starts with the basis visible, not the output alone.

Built for the people filing under a four-business-day clock

SEC Reporting Lead

Item classification, deadline, and peer-grounded draft in one pass. The clock starts when the event occurs, not when research ends.

Legal Counsel

Every Item classification cites its Regulation S-K basis. Every paragraph links to its peer source. Review starts with the basis, not the output.

FAQ

All Form 8-K triggering events across all 9 sections and 30+ individual Items, including acquisitions, leadership changes, material agreements, earnings releases, and financial restatements.