Platform
Review and validation
Run validation when you choose, see the errors that block approval apart from the warnings, and review every fact where it sits in the document.
Fact-level review
Review each fact, and see every change to it
Mark a fact reviewed or flag it from the document. Its history lists each change: who created it, who changed it, and the old and the new value.
Validation
Know what still stops approval
Findings are grouped by what is wrong, and the count of errors that still block approval stays in view.
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Validation on demand
Validate the filing from the editor whenever you choose.
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Errors and warnings
Each finding is an error or a warning, grouped by the kind of problem.
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Blocking
An error that stops approval is marked Blocking, and a filter shows only those.
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Change history
Every change to a fact is kept, with who made it.
Works with
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Excel table tagging
Tag the table, not the cell.
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Section workflows
Route the section, not the email.
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Import and compare
Bring in an existing iXBRL filing and compare a draft with it, concept by concept.
Read more
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XBRL validation errors and warnings
How to read XBRL validation errors and warnings before an SEC filing: what each one means, which errors must stop the work, and how to triage the findings.
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.