Built for every CFO team

Purpose-built workflows across SEC reporting, technical accounting, legal, IR, and the CFO office. Select your team to see what Finrep does for you.

All Workflows

Explore all 40 purpose-built workflows across every team function

40 workflows

Financial Statement Note Benchmark

Score every 10-K footnote against peers ASC topic by topic. Sub-topics they cover and you omit, flagged. EDGAR-linked excerpts.

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Technical Accounting

ASU Applicability

Fina reads the ASU. Returns cited applicability memo back: scope vs your fact pattern, effective date, transition options, footnote checklist.

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Filing Health Check

Twenty drafters, no one reads the whole 10-K. Narrative drift, cross-reference mismatches, unsupported metric changes flagged.

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Technical Accounting

Revenue Contract Analysis

Drop in the contract. Five-step ASC 606 / IFRS 15 memo: judgment at every step, constraint applied, peer treatment from EDGAR.

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Risk Factor Benchmark

Item 1A category by category vs peers: coverage depth scored, gaps flagged, EDGAR-linked excerpts.

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Comment Letter Risk

10-K sections ranked by comment letter risk using sector patterns. Peer post-comment language for each.

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Technical Accounting

Policy Memo

First-pass policy memo grounded in ASC and IFRS, paragraph-level citations, peer treatment from EDGAR, open questions flagged.

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Tick-and-Tie

Every number in the filing mapped to TB, schedules, and workpapers. Discrepancies flagged by section. Audit-ready export.

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Footnotes Drafting

8-K Event Disclosure

Triggering event in. Applicable Items, deadline, draft narrative grounded in peer 8-Ks for the same event category. Source-linked.

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Scrutiny Scan

Staff speeches, comment letters, and sample letters mapped to your draft. Sections below current scrutiny flagged.

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Redline Reporting

Your draft vs the prior filing: edits tagged disclosure-driven, financial, policy. Mechanical separated. Committee by category.

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Guideline Alignment Check

10-K vs the codification: absent topics, thin sections, conditional items. Each cited to ASC paragraph or SEC rule.

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EDGAR Search

Paragraph-level search across every 10-K, 10-Q, 8-K, proxy, comment letter. Filter by ASC topic, ticker, SIC code, Staff theme.

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Footnotes Drafting

Disclosure Drafting

First draft of any narrative section, grounded in peer filings, your prior period, and ASC / IFRS guidance. Source-annotated.

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Technical Accounting

Authoritative Guideline Interpretation

Cited answer with paragraph-level ASC / IFRS, Big 4 handbook where sources are silent, fact-pattern variations flagged.

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Technical Accounting

Guidance Monitoring

FASB, IASB, Staff output filtered to your ASC and IFRS positions. Applicability read before each comment period closes.

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Section 16 Compliance

Forms 3, 4, 5 in one operating view. Live covered-person ledger, reportable events surfaced, deadlines and filing status tracked.

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Peer Alignment

Your 10-K topic by topic vs the peer set: aligned, thinner, broader, or missing. Source-linked excerpts.

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Footnotes Drafting

Disclosure Enhancement

Drop in a draft section. Strengthened version: gaps closed, vague language sharpened, peer depth matched. Rationale per edit.

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Roll-Forward

Prior period rolled to current period: dates updated in context, approved language preserved, redline ready to route.

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Cross-Period Drift Analysis

Your draft vs your prior period: language shifts categorized, unexplained changes flagged with rationale. Committee-ready.

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Comment Letter Response

Draft response per comment: Staff concern restated, company position with ASC / S-K citations, peer responses that closed.

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Investor Relations

Peer Presentation Analysis

Peer earnings decks and investor days: KPI framing, sequencing, slide allocation benchmarked. KPI definitions side by side.

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Investor Relations

Variance Explanation

Material variances decomposed by driver, peer language surfaced, prior-period drift flagged. Item 303 commentary ready.

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CFO / Controller

Cross-Period Consistency

Current draft vs prior filings. Framing, non-GAAP definitions, terminology divergences flagged side by side. Resolution log.

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Investor Relations

Analyst Q&A Anticipation

Ranked questions with response frameworks, each tied to the disclosure, metric, or peer call that triggered it.

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Litigation Disclosure Benchmark

Item 103 and ASC 450 disclosures compared against peers by litigation category. Verbatim peer language, EDGAR-linked.

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Material Event Triage

Memo back inside the decision window: quantitative thresholds, SAB 99 qualitative factors, peer precedent for comparable events.

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Investor Relations

Peer Disclosure Evolution

Peer disclosure tracked across cycles. Where consensus moved and where your disclosure trails, flagged with side-by-side language.

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Disclosure Committee

Pre-Filing Completeness

Executive readiness summary for the committee: disclosure coverage, open items, peer alignment gaps. Single artifact, pre-meeting.

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Disclosure Committee

SEC Focus Area Briefing

One-pager for the committee: elevated Staff focus areas, recent comment letters from comparable filers, drivers per area.

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CFO / Controller

Certification Readiness

Pre-certification report from the final filing: section completeness, DC&P status, ICFR results, open items with owners.

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CFO / Controller

Trial Balance Schedules

Trial balance to FS line items, reconciled to prior period. SEC presentation applied. Filing-ready schedules with workpaper.

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ESG Disclosure Benchmark

ESG disclosures scored against TCFD, SASB, GRI, SEC climate rules and benchmarked element by element against peers. Gaps ranked.

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ESG Regulatory Monitoring

SEC, CSRD/ESRS, California ESG rules filtered to your entity profile. Applicability read before comment periods close.

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Draft Risk Factors

Tracked-changes Item 1A draft grounded in peer coverage, current Staff focus, and your prior period. Rationale per change.

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Investor Relations

Filing-to-Investor Content

Turn any 10-K, 10-Q, or 8-K into investor-ready communications. Earnings highlights, LinkedIn posts, and press release bullet drafts drawn directly from filed EDGAR language, in minutes.

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Technical Accounting

Lease Contract Analysis

Drop in the lease. Classification, term, discount rate, variable payments cited to ASC 842 / IFRS 16. Peer language included.

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Investor Relations

MD&A Benchmark

Item 303 benchmarked against peers subsection by subsection. Depth scored, gaps flagged, verbatim peer language where it warrants.

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Investor Relations

Peer Positioning

Peer framing on each topic across filings, decks, and transcripts. Your narrative on the same map: alignment, divergence, silence.

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