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Financial disclosure intelligence
you can
trust
Analyze, compare, and generate insights across SEC filings with enterprise grade accuracy and audit ready traceability
Trusted by leading CFO teams
Secure, SOC Type II and ISO 27001
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Built for the

Office of the CFO

CFO teams need a system - not just software - that ensures consistency, traceability, and control across every disclosure touchpoint.

SEC filings combine roll forwards, new guidance, peer alignment, and reviewer feedback under tight deadlines. Fragmented research and drafting create rework and late stage risk.

With Finrep

Faster roll forwards with fewer reviewer escalations

Feature preview
01

Get cited answers on 10M+ financial documents

Research across filings, guidance, and SEC correspondence in one place. Conduct trustful research, 10x faster

Unified authoritative sources
Evidence first answers
Verifiable source excerpts
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Feature preview
02

Benchmark peer practices clearly

See what "market standard" actually looks like for any disclosure, IR or any other document. Cut down benchmarking times by more than 80%

Side by side peer views
Verbatim disclosure excerpts
Repeatable benchmarking structure
Feature preview
03

Draft disclosures with confidence

Draft filings, PRs, memos using roll forwards, peer language, authoritative guidance. Get to the first draft in a matter of minutes

Source linked, research integrated drafting
Built in redlining
Collaborative review workflows
Feature preview
04

Ensure compliance early with confidence.

Evaluate compliance while you are drafting, and align with peer languages and best practices in an instant. Support conclusions with traceable regulatory evidence.

ASC-aligned benchmarking for filings
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Evidence backed findings for benchmarking drafts
Feature preview
05

Monitor disclosure and regulatory changes

Track evolving peer disclosures and SEC focus areas as they change. Get notified daily or weekly, before issues surface in review.

Keyword based monitoring on EDGAR
Topic scoped mail alerts

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

Prep 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

Fewer Pushbacks
Why top firms are switching to Finrep

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.

Zero Data Residency

Zero Data Residency

Customer filings and queries are not retained, reused, or used to train foundation models.

Your data remains yours. Always.

EDGAR Native

EDGAR Native

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 helps teams research, compare, validate, and draft disclosures using SEC filings, EDGAR data, and IR materials in one place.

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