Platform
Import and compare
Bring in an existing iXBRL filing and compare a draft with it, concept by concept.
What you can do
Bring a filing in, then compare against it
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Import
Import a registrant's existing iXBRL filing, with its facts and its extension taxonomy.
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Compare
See each concept's prior and current value, marked value changed, unchanged, restated or added.
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Extensions and report structure
Keep a registrant's extension concepts in its library and arrange its report structure.
The next period
An imported filing can be last period's starting point
- An imported filing can serve as the prior filing that the next period's figures are matched against.
Works with
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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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Excel table tagging
Tag the table, not the cell.
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Review and validation
Fact-level review, blocking errors and warnings, and one view of what is left.
Read more
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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.