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 does "thinner than peers" mean?

Your filing covers the topic but with less depth or specificity than the peer median.

Can I define my own peer set?

Yes. Ticker, SIC, GICS, or market cap. Peer set methodology included in the output.

Does it cover the full filing?

Item 1A, MD&A, all footnotes, critical accounting estimates, and policy disclosures. Mapped at ASC topic level within each section.

Are peer excerpts verbatim or summarized?

Verbatim, linked to the source EDGAR paragraph.

How many peers per analysis?

Up to 15. Most recent filed period retrieved for each.

Can I run it on a draft still in progress?

Yes. Run early to find gaps, then again before final committee review.

SEC Reporting

Peer Alignment

Peer alignment compares your draft 10-K or 10-Q against a defined peer set, topic by topic, before the filing routes. Finrep retrieves peer filings, maps each disclosure to its ASC topic or filing section, and shows where your language is aligned, thinner, broader, or missing. Every excerpt linked to EDGAR.

40+

Disclosure topics compared

Up to 15

Peers per analysis

EDGAR-linked

Every peer excerpt

See sample reports

Sample Peer Alignment Reports

See what a Finrep peer alignment looks like on real public company filings. Download and review the full output.

Today's reality

Peer Alignment without Finrep

3 to 5 days per cycle pulling peer filings and building comparison tables
Coverage limited to 3 to 5 topics before time runs out
Peer excerpts disconnected from source filings, pasted into spreadsheets
No way to verify the peer set was representative

SEC Reporting · Pre-Filing Review

Your disclosures don't exist in isolation. The SEC staff knows it.

If your ASC 842 ROU asset footnote is two paragraphs and your three closest peers are running six, that gap shows up in comment letters. The comparison has to happen. The question is whether your team has time to do it manually.

Today that means pulling filings from EDGAR one at a time, scrolling to the right section in each, and copying language into a spreadsheet. It covers three or four topics before the deadline forces you to stop. The output is incomplete, and the committee has no way to verify the peer set was representative.

Without Finrep

Manual process

3 to 5 days per cycle pulling peer filings and building comparison tables
Coverage limited to 3 to 5 topics before time runs out
Peer excerpts disconnected from source filings, pasted into spreadsheets
No way to verify the peer set was representative

With Finrep

Automated workflow

Full peer comparison in minutes. Select peers, review the output.
Every disclosure topic covered: ASC 842, 606, 740, 280, Item 1A, MD&A, footnotes
Every excerpt linked to the source EDGAR paragraph. Click through to verify.
Peer set methodology visible in the output

From draft to peer comparison in four steps

Upload your draft

Drop your 10-K or 10-Q. Finrep parses items, footnotes, tables, policy disclosures, and risk factors.

Define your peer set

Select by ticker, SIC, GICS, or market cap. Finrep retrieves the most recent filed period for each peer from EDGAR.

Review topic-by-topic

Each topic shows your language alongside peers: aligned, thinner, broader, or missing. Every excerpt links to the source filing.

Route to committee

Export the peer alignment report. Every data point traceable to its EDGAR source.

What you get

Topic-by-topic peer comparison with gap classification and source-linked excerpts

EDGAR RetrievalTopic MappingPeer ComparisonReview Report Export

SEC Reporting

What Peer Alignment does at a glance

Team: SEC Reporting
Filing phase: Pre-Filing Review
Output: Topic-by-topic peer comparison with gap classification and source-linked excerpts
Modules: EDGAR RetrievalTopic MappingPeer ComparisonReview Report Export

What changes when you see the peer comparison before the filing routes

ASC-topic-level mapping, not heading matching

Peer disclosures mapped by ASC topic and filing section, not heading text. Note 5 in your filing and Note 12 in a peer's both map to ASC 842. Covers 842, 606, 740, 280, 350-40, 815, 820, 326 and all filing sections.

Four-category gap classification

Each topic classified as aligned, thinner, broader, or missing. Based on coverage depth, specificity, and granularity. A single filing can be aligned on ASC 842 and thinner on ASC 740 within the same footnote set.

Source-linked peer excerpts

Every excerpt links to the specific paragraph in the peer's EDGAR filing. Verbatim language, not summarized. Click through to verify the original in context.

Configurable peer set with methodology transparency

Define peers by ticker, SIC, GICS, or market cap. Selection criteria included in the output so the committee sees the methodology alongside the results.