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.

Where does the content actually come from?

From the filed EDGAR document. Every line in the generated draft cites the specific paragraph it was drawn from in the original filing. No third-party data sources, no paraphrasing from prior period summaries.

How does this handle an 8-K filed on earnings day?

Item 2.02 filings trigger earnings summary formats automatically. Other 8-K item types produce the communications format appropriate to the event: executive changes produce announcement copy, strategic events produce investor narrative copy.

Can legal verify the sourcing before publication?

Every draft includes paragraph-level EDGAR citations. Legal can review the source filing and the generated copy in a single view without manual cross-checking. Attribution is built into the output, not added retroactively.

How is this different from having a writer summarize the filing?

A writer summarizes from their reading of the document. Filing-to-content extracts from the filed language directly. The difference matters when legal needs to confirm that what IR published matches what was actually filed, and when sell-side analysts compare your investor narrative to your actual disclosures.

Does it handle companies with multiple business segments?

Yes. For companies with segment disclosures under ASC 280, each segment financial performance is extracted separately and available as a dedicated highlight or consolidated into a company-wide summary.

Investor Relations

Filing-to-Investor Content

Filing-to-investor content is the practice of translating SEC filings into investor-ready communications. Finrep generates it directly from EDGAR: earnings highlights, LinkedIn posts, and press release bullet drafts pulled from the exact filed language, with source attribution intact. Upload a 10-K, 10-Q, or 8-K. Get investor-ready copy grounded in what was actually filed.

10M+

SEC filings indexed on EDGAR

Minutes

From filing to investor-ready draft

Output formats per filing

See sample reports

Sample Filing-to-Investor Content Reports

See what Finrep filing-to-content looks like on real public company filings. Download and review the full output.

Today's reality

Filing-to-Investor Content without Finrep

Skim the full 10-K or 8-K manually to find quotable figures and language
Draft investor copy that may not match the exact filed language
Legal review round trips to verify sourcing and attribution
Different people produce inconsistent versions for different channels

Investor Relations · Post-Filing

IR teams draft investor content from memory, not from the filing

The 8-K drops. Within the hour, the IR team needs a LinkedIn post, a press release quote, and a board-ready earnings summary. In practice, someone opens the filing, skims for quotable numbers, and writes from what they pulled manually. The resulting copy rarely maps back to specific filed language, which creates version control problems when legal needs to verify sourcing and attribution.

The same friction runs quarterly. After every 10-Q, the IR team produces an earnings narrative that management, sell-side analysts, and retail investors all read differently. Getting that narrative right, and keeping it consistent with what was actually filed, requires more time than the post-filing calendar allows.

The content is already in the filing. The bottleneck is getting it out in the right format.

Without Finrep

Manual process

Skim the full 10-K or 8-K manually to find quotable figures and language
Draft investor copy that may not match the exact filed language
Legal review round trips to verify sourcing and attribution
Different people produce inconsistent versions for different channels

With Finrep

Automated workflow

Key passages extracted from the filed EDGAR language, not from memory
Earnings highlights, LinkedIn posts, and press release bullets in the correct format
Every draft line attributed to the specific EDGAR paragraph it came from
Consistent source for all channel versions: social, press, board summary

From EDGAR filing to investor-ready draft in four steps

Select your filing

Choose any 10-K, 10-Q, or 8-K from EDGAR, or upload a draft. Finrep handles the full document structure including MD&A, footnotes, and segment disclosures.

Specify your output format

Select the communications you need: earnings highlights, LinkedIn post, press release bullet points, or board summary. Formats are pre-configured for each audience.

Review the generated drafts

Each draft surfaces the exact EDGAR language it was drawn from, linked to the source paragraph. Review copy against the filed language in a single view.

Route for approval and publish

Finalized copy carries its source attribution. Legal can verify every line traces to a specific filed statement. Route and publish with the filing as the record of truth.

What you get

Earnings highlight card, LinkedIn post draft, and press release bullets each attributed to the EDGAR source paragraph

SEC SearchDisclosure Comparison

Investor Relations

What Filing-to-Investor Content does at a glance

Team: Investor Relations
Filing phase: Post-Filing
Output: Earnings highlight card, LinkedIn post draft, and press release bullets each attributed to the EDGAR source paragraph
Modules: SEC SearchDisclosure Comparison

What changes when your investor content starts from the filing

Filing-grounded drafts

Every generated draft traces to the exact paragraph in the filed EDGAR document. No paraphrasing from memory. No version drift between what the team says and what was filed.

Multi-format output from a single filing

One filing produces earnings highlights, social copy, and press release bullets simultaneously. All formats draw from the same source language, so messaging stays consistent across channels without a reconciliation step.

8-K event identification and prioritization

For 8-K filings, material events are identified and ranked by investor relevance. Earnings results, executive changes, and strategic announcements each produce the right format for the right audience without manual triage.

Attribution-ready output for legal review

Every draft line carries its EDGAR source reference. Legal review does not require cross-checking against the original filing manually. The attribution is built into the output.

For the team that owns the investor narrative

Investor Relations Professional

Post-earnings, you need consistent messaging across LinkedIn, the press release, and the board summary before the market opens. Filing-to-content produces all three from the same filed language, so nothing you say diverges from what was filed.

CFO / Controller

Your name goes on the certification. When IR publishes earnings copy, you need to know it came from the actual filing, not someone's interpretation of it. Filing-to-content gives you that traceability.

FAQ

10-K, 10-Q, and 8-K filings on EDGAR. For 8-Ks, material event types including Items 2.02 (earnings), 5.02 (executive changes), and 8.01 (other material events) each produce format-appropriate investor copy. Annual and quarterly filings produce earnings summaries and MD&A highlights.