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 are the three grounding sources?

Peer filings (EDGAR disclosures for the same section), prior period language (your established baseline), and applicable ASC or IFRS guidance paragraphs.

What does source annotation mean?

Every paragraph in the draft carries an inline annotation showing which peer it draws from, which prior period language it carries forward, or which guidance paragraph it reflects.

Can I control how deep the draft goes?

Yes. Minimal (peer median), standard (peer upper quartile), or comprehensive (full sub-topic coverage). Each level shows what peers at that level disclose.

Does it handle both 10-K and 10-Q formats?

Yes. Annual and quarterly formats handled, including condensed quarterly financial statements and interim period MD&A requirements.

Can I draft a specific note rather than the full filing?

Yes. Draft any individual section: a single MD&A subsection, one risk factor category, or a specific financial statement note.

How does the draft handle IFRS filers?

IFRS guidance paragraphs substituted for ASC references for IFRS filers. Peer set configurable to IFRS reporters.

Footnotes Drafting

Disclosure Drafting

Disclosure drafting is the work of writing every narrative section of your filing: MD&A subsections, risk factors, 8-K narratives, and notes to accounts. Finrep produces a first draft grounded in peer filings, your prior period language, and applicable ASC or IFRS guidance. Every paragraph source-annotated so revisions start from substance.

All narratives

MD&A, risk factors, 8-K, notes

3 sources

Peer + prior period + guidance per draft

Source-annotated

Every paragraph linked to its basis

See sample reports

Sample Footnotes Drafting Reports

See what a Finrep disclosure draft looks like. Download and review the full output.

Today's reality

Disclosure Drafting without Finrep

Each section starts with a research loop before a word is written
Prior period language copied manually, with no grounding check against current guidance
Peer references assembled by hand from separate EDGAR searches
First draft arrives late, compressing the review cycle

Footnotes Drafting · Drafting

The first draft takes days. Most of that time is research, not writing.

Before a word is written, someone researches how peers handle the same disclosure. They pull prior period language to establish the baseline. They check the applicable ASC guidance to confirm what is required. Then they write.

That research loop repeats for every section. MD&A takes hours. Risk factors take hours. Each note to the financial statements takes hours. By the time the first draft exists, the close calendar has already lost a week and nothing has been reviewed yet.

Without Finrep

Manual process

Each section starts with a research loop before a word is written
Prior period language copied manually, with no grounding check against current guidance
Peer references assembled by hand from separate EDGAR searches
First draft arrives late, compressing the review cycle

With Finrep

Automated workflow

First draft produced immediately, grounded in peers, prior period, and guidance
Every paragraph source-annotated: peer basis, prior period reference, or ASC citation
Research embedded in the draft, not a prerequisite to it
Review cycle starts earlier with a defensible first draft, not a blank page

From topic to source-grounded first draft in four steps

Select your section and context

Choose the section to draft: MD&A subsection, risk factor category, 8-K narrative, or specific note. Provide your ticker, filing type, and period.

Finrep assembles the grounding

Prior period language retrieved. Peer disclosures for the same section pulled from EDGAR. Applicable ASC or IFRS guidance paragraphs identified.

Review the source-annotated draft

First draft produced with every paragraph annotated: which peer it draws from, which prior period language it carries forward, which guidance it reflects.

Revise from substance

Edit the draft with full visibility into its basis. Every annotation is a starting point for revision, not a footnote to ignore.

What you get

Source-annotated first draft grounded in peers, prior period, and guidance

Ask FinaDisclosure ComparisonGrid Reports

Footnotes Drafting

What Disclosure Drafting does at a glance

Team: Footnotes Drafting
Filing phase: Drafting
Output: Source-annotated first draft grounded in peers, prior period, and guidance
Modules: Ask FinaDisclosure ComparisonGrid Reports

What changes when the first draft arrives grounded, not blank

Three-source grounding per section

Every draft section grounded in three sources simultaneously: peer filings (how peers disclose the same topic), prior period language (your established baseline), and applicable guidance (ASC or IFRS paragraphs governing the disclosure). Sources weighted by section type: risk factors lean on peers; policy notes lean on guidance.

Source annotation per paragraph

Every paragraph in the draft carries its grounding annotation inline. "Based on ASC 842-20-50-4" or "Drawn from Nike FY2024 10-K, Note 8" or "Carried from prior period with date update." Revisions start from knowing why the paragraph says what it says.

Full narrative section coverage

Covers every narrative section: MD&A (liquidity, capital resources, results of operations, critical accounting estimates), risk factors, 8-K narrative disclosures, and all financial statement notes. Handles both annual (10-K) and quarterly (10-Q) formats.

Peer language with depth options

Draft depth configurable: minimal (peer median coverage), standard (peer upper quartile), or comprehensive (full sub-topic coverage including items peers address conditionally). Each depth level shows what peers at that level disclose and why.