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Solutions

For registrant finance teams

Your team reviews the filing in the workspace where it is prepared, approves it there, and sees the status of its validation without waiting for a file to come back.

Request a demo See review and validation
Illustrative The filing is approved only when every section is approved and validation is clean.

Review

Review each fact where it sits in the document

Open a fact from the document, mark it reviewed or flag it, and the mark is recorded with the reviewer who made it.

  • Your reviewers join the workspace as members of your own organization.
  • Review happens in the workspace, not over email.
Illustrative Review each fact, and see every change to it and who made it.

Approve

The filing is approved in the workspace

The approval step sits on the filing, taken by the approver your policy names once every section is approved and validation is clean.

  • The filing shows what still has to be approved before its approval step can be taken.
  • Your policy can bar the person who prepared the facts from approving them.

What changed

See every change, and compare with the last filing

  • Each fact keeps its history: the old value, the new value and who made the change.
  • Every save of a section is kept as a version you can read back.
  • Compare a draft with a prior filing, concept by concept, to see which values changed.
See import and compare
Illustrative Compare a draft with a prior filing, concept by concept.

Validation status

Know what is left before approval

Validation runs when someone chooses. Errors that block approval carry the word Blocking and are listed apart from warnings, with a count of what is left.

Illustrative Blocking errors are marked as such, apart from warnings, with a count of what still stops approval.

Works with

Read more

  • 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.

  • 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.

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