Integrated Finance Solutions

NeXtBRL offers integrated solutions built on a common financial analytics platform that adapts to your workflows, accelerates complex judgmental reviews while preserving professional judgment, and surfaces risks and insights traditional approaches miss.

Platform Overview

NeXtBRL’s platform ingests and structures financial disclosures and related data to deliver consistent, repeatable analysis across engagements and use cases. It is designed to fit into existing audit, finance, and risk processes so teams can focus on decisions instead of data wrangling, while retaining full control over final conclusions.

The result is faster reviews, standardized judgmental processes (not the underlying decisions) and a clearer view of emerging issues across your portfolio.

  • • Built on modern machine learning and AI tuned for financial statements and disclosures.
  • • Produces standardized, outputs that plug directly into existing workflows.
  • • Scales from single-entity reviews to ongoing portfolio and risk-monitoring programs.

Financial Due Diligence

This solution accelerates financial due diligence for publicly traded companies by turning dense 10‑K and 10‑Q filings into structured insight in minutes. It helps deal teams rapidly understand a target’s performance, disclosures, and red flags without building one-off models every time, while leaving final investment and valuation decisions with your professionals.

  • Kickstarts 10‑K/10‑Q analysis with a few clicks, saving hours per engagement.
  • Highlights anomalies, trends, and disclosure changes that may warrant deeper investigation.
  • Delivers consistent, repeatable analysis across targets so partners and committees see comparable views of risk and performance, without constraining their ultimate judgments.

Audit Planning Intelligence

This solution supports external audit teams during the planning phase as an additional lens to ensure material financial statement risks are identified and covered. It structures and standardizes the judgmental planning process while leaving the audit team’s professional judgment and final planning decisions fully intact.

  • Uses machine learning over public filings and peer data to spotlight areas where risk may be rising faster than traditional planning tools show.
  • Standardizes inherently judgmental planning workflows with structured, explainable outputs that both partners and engagement teams can rely on, without automating or overriding their professional decisions.
  • Gives auditors an independent, data-driven perspective that complements existing methodologies and supports stronger, top‑down planning discussions with clients.

Corporate Risk & Board Insights

This solution helps corporate risk, finance, and governance leaders continuously identify emerging risks using their own financials, peer filings, and market disclosures. It transforms fragmented filings and risk narratives into a focused, decision-ready view for senior leaders and the board, while leaving strategic responses and governance choices to your leadership.

  • Surfaces new and evolving risk themes earlier by scanning narrative and quantitative disclosures across companies and over time.
  • Benchmarks your financial and disclosure profile against peers to highlight where your risk story is out of line with the market.
  • Provides concise, board-ready visuals and narratives that connect emerging risks to financial statement areas and strategic objectives, without prescribing specific board actions.



Let's Start a Conversation

We work with accounting, finance, and risk professionals who are rethinking how they deliver insights to clients and stakeholders. Tell us about your challenges and let's explore whether we can help.