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 topics are extracted?

Topics identified from the peer set itself: whatever themes appear across peer communications. Not a fixed topic list. Sector-specific topics surface naturally.

Does it track positioning over time?

Yes. Framing tracked across the last two to four quarters showing whether divergence is a one-quarter anomaly or a persistent pattern.

Can I run this before a specific event, not just annually?

Yes. Run before an earnings call, investor day, or any planned investor communication.

Does it cover non-GAAP metric framing?

Yes. How peers define, calculate, and emphasize non-GAAP metrics included in the topic extraction.

How is silence identified?

When a topic appears across a defined number of peer sources (configurable threshold) but is absent from your communications for the same period.

Investor Relations

Peer Positioning

Peer positioning analyzes how peers frame key topics across filings, investor presentations, and earnings transcripts, with your narrative placed on the same map. Finrep extracts peer framing by topic, flags where you align, diverge, or are silent, and surfaces the places where the positioning choice is consequential.

3 source types

Filings, presentations, transcripts

Topic-level

Framing extracted and compared per topic

Consequential flags

Where divergence or silence matters

See sample reports

Sample Peer Positioning Reports

See what a Finrep peer positioning analysis looks like. Download and review the full output.

Today's reality

Peer Positioning without Finrep

Narrative framing developed internally, without a view of where it sits on the peer map
Divergence from peer convention undetected unless someone reads across all sources simultaneously
Silence on a topic peers address not visible until an analyst asks in Q&A
Consequential positioning choices made by default, not by decision

Investor Relations · Drafting

You know what you say. Peer positioning shows you where it lands on the map.

Analysts who cover your sector read your communications alongside every peer's. They notice when your margin framing diverges from sector convention, when peers are leading with a topic you have not mentioned, and when your tone on a shared headwind is more cautious than the rest of the set.

These are positioning choices, whether you make them deliberately or not. The ones made by default, without a view of the peer map, are the ones most likely to create unintended signals in the market.

Without Finrep

Manual process

Narrative framing developed internally, without a view of where it sits on the peer map
Divergence from peer convention undetected unless someone reads across all sources simultaneously
Silence on a topic peers address not visible until an analyst asks in Q&A
Consequential positioning choices made by default, not by decision

With Finrep

Automated workflow

Peer framing extracted by topic across filings, presentations, and transcripts
Your narrative placed on the same map: aligned, divergent, or silent per topic
Silence flagged explicitly where peers address a topic your communications do not
Consequential positioning choices surfaced before the earnings call, not during it

From your communications to positioned narrative map in four steps

Define your peer set and source scope

Select peers by ticker, SIC, or custom list. Choose sources: SEC filings, earnings decks, investor day materials, earnings call transcripts, or all four.

Finrep extracts peer framing by topic

Key topics identified across all peer sources. For each topic, how each peer frames it: tone, emphasis, sequencing, and language choices extracted and mapped.

Your narrative placed on the map

Your own communications analyzed against the same topic framework. Alignment, divergence, and silence identified per topic. Consequential positioning choices flagged.

Review and apply

Export the positioning map for IR and disclosure committee review. Use the analysis to make deliberate choices before the next earnings cycle.

What you get

Narrative positioning map with alignment, divergence, and silence flags per topic

Ask FinaPeer BenchmarkingTranscript AnalysisPresentation Analysis

Investor Relations

What Peer Positioning does at a glance

Team: Investor Relations
Filing phase: Drafting
Output: Narrative positioning map with alignment, divergence, and silence flags per topic
Modules: Ask FinaPeer BenchmarkingTranscript AnalysisPresentation Analysis

What changes when positioning choices are deliberate, not accidental

Cross-source framing extraction

Peer framing extracted simultaneously from SEC filings (10-K, 10-Q, 8-K), earnings decks, investor day materials, and earnings call transcripts. Single topic mapped across all four sources per peer. Shows where peers are consistent across formats and where their messaging diverges by channel.

Three-state positioning classification

For each topic, your position classified as aligned (framing consistent with peer convention), divergent (framing differs materially from peer practice), or silent (peers address the topic, your communications do not). Each state shown with the peer language that defines the convention.

Consequential positioning flag

Not all divergence is consequential. Flags surface the topic-position combinations where divergence or silence is most likely to generate analyst questions, affect consensus estimates, or create a perception gap. Grounded in how analysts have responded to similar positioning choices in recent quarters.

Topic coverage across the earnings cycle

Positioning tracked across multiple periods. Shows how your framing on a topic has evolved relative to peers over the last two to four quarters, and whether a divergence is a one-quarter anomaly or a persistent pattern.