Platform

Assisted tagging

For tables imported from Excel, the platform suggests a US GAAP concept for each untagged row. Nothing is tagged until a person accepts it.

Illustrative A suggested concept for each untagged row of an imported table; nothing is tagged until you accept one.

How it works

Suggestions you review row by row

Grouped by confidence

Suggestions sit on High, Medium and Low tabs, with other concepts to compare under Change.
You decide

Accept, change or reject each row. Accepting a whole tab shows you the list before anything is tagged.
What it covers

Rows of tables imported as spreadsheets, and US GAAP concepts only: no extension concepts and no dimensions.

Excel table tagging

Tag the table, not the cell.
Prior-period tagging

Match each untagged figure to the prior filing's tag, see why, and accept it.
Review and validation

Fact-level review, blocking errors and warnings, and one view of what is left.

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.

We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.