Platform overview
One workspace for SEC iXBRL disclosure: tables tagged from Excel, a workflow for every section, and review, validation and controls on every filing.
Author and tag
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Excel table tagging
Tag the table, not the cell.
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Prior-period tagging
Match each untagged figure to the prior filing's tag, see why, and accept it.
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Assisted tagging
Suggested US GAAP concepts for tables imported from Excel; nothing is tagged until a person accepts it.
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Import and compare
Bring in an existing iXBRL filing and compare a draft with it, concept by concept.
Control and review
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Section workflows
Route the section, not the email.
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Review and validation
Fact-level review, blocking errors and warnings, and one view of what is left.
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Engagement controls
Engagements, independence checks, ethical walls, and embargo and insider lists.
Guides
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Tagging a financial table from Excel
How to tag an Excel table in XBRL for an SEC filing: give each row its concept and dimension members, give each column its context, then check the facts.
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Section-level workflows for SEC filings
Why each section of an SEC filing needs its own review workflow: how to design the stages, decide who reviews what, and contain one late note.
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Reusing a prior filing
Reuse a prior filing's XBRL tags in the next period: what to import, what to compare concept by concept, and what to check again before accepting any of them.
See one section, end to end.
We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.