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Financial Services

Make dollars and sense of your reporting processes.

Tidy up messy processes, and create the clarity you need to meet the fierce pressures of the financial industry.

Producing timely reports, regulatory filings, and summary memos without risking fines can feel like running a hundred-ring circus. Control the process across multiple teams and entities, so you always have confidence in your work.

Here's what's in it for financial services teams.

Groundhog Day

One and done

Stop entering the same disclosure language over and over. Create your own content management library, and connect shared data across mutual fund, ETF, and insurance prospectus disclosures without endless copying and pasting for your iXBRL™ filings.

Limited disclosures

Stakeholders' BFF

Whether you’re a hedge fund, private equity firm, REIT, or trailblazing a new frontier, we help you give limited partners and stakeholders the footnotes, updates, and info they crave.



Simplify the hunting and gathering of data with smoother collaboration that saves your sanity on the call report, CECL, CCAR, DFAST, RDARR, and every other acronym thrown your way.


In focus

Connect and balance quantitative data and qualitative analysis across entities and multiple lines of business for a clearer picture of varying rates, payouts, risk levels, and market conditions.

iXBRL™ is a trademark of XBRL International, Inc. All rights reserved. The XBRL™ standards are open and freely licensed by way of the XBRL International License Agreement.


Wrangle your reports. Don't worry, we're here to help.

Find the apps you want to build all the reports you need. Plus, add more any time.

Let's get to work.

Main Working File Data Sources Systems Trial Balance Budget Data Head Count Data 9/30 9/30 9/30 9/30 9/30 221,092 Installs Capital Leases Accounts Payable Common Stock Notes Receivable Accounting Period Trial Balance Account Name Period Change 4,687,399 8,020,004 77,900,503 60,000,800

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