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.
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.
Confusion
Trust
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.
Fuzzy
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.
Compounding Benefits
With simplified processes that get busywork out of the way, you can reimagine what’s possible for your organization and your career.
See how peers are changing the game with our platform, and explore how it can work for you.
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.
Jessica Martinez
