Summary
Who: Auditors
What: Audit public SEC financial filings
Why: Complex/voluminous data and more pressure to get better assurance
How: Solutions built for auditors that take out all of the technical jargon and let you focus on the audit and maintaining your client relationship
When: Anytime new financials are available
Details
We’d like to start with what we are not, we are not simply a data provider, we want to be a data solver. We also do not recreate financial statements that are already available on SEC.gov. We want to provide solutions to our external audit clients that allow them to get the most out of the data available to them so you can go into audit engagements better prepared than ever to have those top-down conversations informed by the solutions we provide. Our solution also targets to save the audit teams’ time by kickstarting the 10-K and 10-Q analysis with a few clicks. Our solutions encourage consistency across audit teams analysis and provides output in a recognizable Microsoft Excel format to easily complete the analysis to add to your audit file.
Our proprietary data processing and analysis is built on modern machine learning and artificial intelligence techniques to deliver unique, never before seen, insights to public SEC filings (10-K’s and 10-Q’s). This allows you to gain immediate insights to a new client or quickly get up-to-date analysis of existing clients. We also provide high-level insights for senior leaders as well as detailed information for the boots-on-the-ground audit team, providing benefits for the entire audit team.
