Safe Guards
Your financial disclosures and filings are isolated from public model training and are not used to train third-party or public large language models.
SOX ComplianceStreamline SEC financial disclosures with hybrid intelligence. Combine automated tag generation with expert-guided validation to shorten cycle times across Forms 10-K, 10-Q, and 8-K while maintaining audit controls for SOX Compliance.
The Landscape
Sarbanes-Oxley (SOX) compliance is the mandatory adherence to the Sarbanes-Oxley Act of 2002, a U.S. federal law enacted to protect investors by improving the accuracy, reliability, and transparency of corporate financial disclosures and preventing corporate fraud. It applies primarily to all publicly traded companies in the U.S., as well as international companies registered with the SEC.
The Solution
We transform the dense US GAAP Taxonomy into an automated, manageable workflow. We provide the tools to navigate compliance efficiently, regardless of your role in the reporting process.
For Reporting Teams & CFOs Take control of your filing. Our Co-Pilot analyzes your financial line items and suggests the correct US GAAP element, drastically reducing the time spent searching through the taxonomy.
Smart Anchoring: Easily handle custom "Extensions" with automated anchoring logic, ensuring your unique company data is strictly compliant with SEC rules.
For Filing Agents & Consultants Scale your service. Our "Roll-Forward" technology automatically applies tags from previous quarters (e.g., Q1 to Q2) to current drafts. You only need to tag what has changed, allowing you to handle more clients with fewer errors during crunch time.
For Software Platforms Build, don't buy. Instead of developing a US GAAP engine from scratch (a multi-year, multi-million dollar effort), embed our XBRL engine directly into your ERP or disclosure management system. You get zero-day support for new FASB taxonomies without lifting a finger.
Security & Data Protection
Pre-submission 10-Ks, 10-Qs, and registration statements contain price-moving information. We enforce strict enterprise safeguards at every stage of the reporting lifecycle.
Our Approach
We deliver accuracy for the most scrutinized data in the world using a streamlined, reliable workflow.
The system automatically loads the correct taxonomy version (e.g., US GAAP 2024 vs. 2025) based on your fiscal period. It handles the complex "dimensional modeling" required for tables and equity statements invisible to the user.
Don't wait until the filing deadline to find errors. Our engine runs comprehensive logic checks in real-time. We flag potential issues like negative values, incorrect scaling, or date conflicts instantly so you can fix them while you work.
Trust but verify. Our rendering engine generates an exact replica of the SEC's viewer, allowing you to see the "human-readable" HTML alongside the "machine-readable" XBRL tags. What you see is exactly what the market gets.
The FASB updates the US GAAP Taxonomy every year. We handle these updates instantly in the cloud. You never have to patch software or manually update taxonomy files.
During earnings season, every second counts. Our cloud-native architecture processes and generates large, complex iXBRL filings in seconds, allowing you to make last-minute edits without fear of missing the filing window.
Regulatory reporting depends on data people can rely on. We combine intelligent automation with human-in-the-loop review, helping teams validate tagging decisions, maintain consistency, and keep control over every final submission.
Combine intelligent XBRL automation with validation, traceability, and human review to improve accuracy and confidence in every filing.