Finrep at Society for Corporate Governance National Conference

AI For Financial Reporting

From the close to the filing, with accuracy trusted by the world's leading finance teams.

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Infosys logo
EXL logo
HP logo
Wells Fargo logo
Busey logo
Procept logo
Moloco logo
Savers logo
TWFG Insurance logo
BDO logo
Fox Factory logo
Infosys logo
EXL logo
HP logo
Wells Fargo logo
Busey logo
Procept logo
Moloco logo
Savers logo
TWFG Insurance logo
BDO logo
Fox Factory logo
Infosys logo
EXL logo
HP logo
Wells Fargo logo
Busey logo
Procept logo
Moloco logo
Savers logo
TWFG Insurance logo
BDO logo
Fox Factory logo

AI for every team behind the filing

Dedicated workspaces for the people who draft, advise on, and sign off on SEC disclosures, grounded in EDGAR and authoritative guidance.

Public Companies

For the Office of the CFO, from close to filing.

  • 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

Advisory & Audit Firms

For technical accounting, disclosure, and IPO-readiness teams.

  • Technical accounting research with citations to authoritative guidance
  • Disclosure benchmarking against each client’s peer set
  • Consistent memos and checklists across every engagement
  • One secure workspace for all your clients
Advisory & Audit Firms

Research it. Draft it. File it.

Four tools covering everything between a signed contract and an accepted EDGAR filing.

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
Filing interface

Filing

Take your SEC filings all the way to EDGAR, validated and submission-ready.

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.

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.

Run your financial reporting on Finrep