World's most intelligent AI for Financial Reporting

Draft & research SEC filings, interpret accounting guidance, drafts compliant disclosures, with EDGAR sources behind every answer

Choose your team type
Open Finrep signup, then continue to Fina with your question. Shift Enter adds a new line.
Infosys logo
EXL logo
HP logo
Wells Fargo logo
Busey logo
Moloco logo
Savers logo
KNAV logo
TWFG Insurance logo
Fox Factory logo

AI-native Financial Statement Workspace

Trial balance in. Statements out.

Finrep covers financial reporting end to end. One workspace takes your team from the client's trial balance to the set you hand the auditor.

Book a demo
Finrep Financial Statement Workspace
  • The usual close: Trial balance remapped by hand, every yearWith Finrep: Mapping carried into next year
  • The usual close: Comparatives rebuilt from last year's PDFWith Finrep: Last year's set rolled forward
  • The usual close: Checklist ticked the night before sign-offWith Finrep: Disclosure checklist run on every note
  1. Map any trial balance

    Any client layout. New accounts flagged for you.

  2. Build the statements

    Click any figure to see its source in the trial balance.

  3. Draft the notes

    200+ US GAAP and IFRS note templates. Your edits tracked.

  4. Review with checks in place

    Tie-outs, casting and disclosure checklist, already run.

  5. Sign off, send to your auditor

    Auditor views and comments. Every change is logged.

AI for every team behind the disclosure

Research, draft, and review SEC disclosures in one workspace, grounded in EDGAR and authoritative guidance.

Advisory & Audit Firms

Your firm’s internal AI partner. It answers your team’s technical questions and drafts the work, with the source behind every line.

  • Technical research: any ASC or IFRS question, answered with citations
  • Footnote drafting from the client’s numbers, benchmarked against 10M+ EDGAR filings
  • Revenue recognition: one contract in, ASC 606 memo, schedule and journal entries out
  • Accounting advisory: new ASUs mapped to each client, disclosures compared with peers
Advisory & Audit Firms

Public Companies

For the Office of the CFO, from research to reviewed draft.

  • Draft 10-Ks, 10-Qs, and 8-Ks grounded in your prior filings
  • Benchmark every disclosure against your peers
  • Flag comment letter risk before you file
  • Audit-ready traceability on every answer
Public Companies

Law Firms

For securities, capital markets, and governance practices.

  • Precedent research across the full EDGAR corpus, cited to the source filing
  • S-1, F-1, and merger-proxy drafting research
  • SEC comment letter trends by topic, industry, and registrant
  • Client-ready briefs before every call
Law Firms

Research it. Draft it.

Four tools covering everything between a signed contract and a reviewed disclosure draft.

Financial Reporting Intelligence

Research EDGAR filings alongside the accounting standards, with cited, source-grounded answers. Built for SEC reporting teams, technical accounting teams, and law firms.

Financial Reporting Intelligence interface
Accounting Memos interface

Accounting Memos

One contract upload in, a complete audit package out: technical memo, revenue recognition schedule, and ready journal entries.

Financial Statement Preparation interface

Financial Statement Preparation

Prepare US GAAP and IFRS financials for every subsidiary from one workspace.

Section 16 interface

Section 16

Track covered persons and reportable events, with Forms 3, 4, and 5 prepared against every deadline.

Plugged into the tools your team already uses

Finrep pulls documents and data from your ERP, document stores, and close tools, so research and drafting start with your numbers already in place. No migration, no re-platforming.

Box, Snowflake, Google Drive, Salesforce, Workday, OneDrive, Microsoft Teams, Excel, Monday.com, SAP, QuickBooks, NetSuite, Xero

Finrep's Outcome In Practice

Disclosure comparison & EDGAR search cut month‑end prep from 10 days to 3–4 days.

Preparation time

60-70%

Checklist benchmarking and AI summaries reduced back‑and‑forth with auditors.

Review Loops

60-70%

Comment Letters Explorer highlights focus areas that previously drew staff comments.

SEC Pushbacks

Lower
See Our Latest Benchmarking Results

Custom AI built for CFO offices

Enterprise grade architecture with first class auditability, governance, and security

Cited Outputs

Cited Outputs

Every response is reproducible, reviewable, and attributable to underlying source disclosures and logic.

No stochastic reasoning in regulated workflows.

No Training on Your Data

No Training on Your Data

Your filings and queries are processed by enterprise AI providers under contractual no-train and limited-retention terms, and are never used to train foundation models.

Your data remains yours. Always.

EDGAR Native Architecture

EDGAR Native Architecture

Built directly on SEC EDGAR filings. Finrep does not rely on scraped summaries or third party interpretations.

All outputs trace back to primary source disclosures.

FAQs

Finrep is the AI platform for financial reporting. Teams research, benchmark, draft, and monitor SEC filings with EDGAR-native citations and audit-ready traceability, from the close to the accepted filing.