When a complex transaction lands on your desk: research the guidance, draft the memo, the footnote, and the policy. Every conclusion cited.
A real answer from the product, shortened to fit.
Grounded in authoritative standards and interpretive guidance
Each tool stands alone. Together they carry a hard accounting question from first research to the memo, footnote, schedule, and policy your auditors will read.
Describe the arrangement in plain words and get an Excel-ready schedule: lease amortization, debt EIR walks, SBC rollforwards. The AI extracts the inputs and cites the governing guidance; a deterministic engine computes every number, so the workbook foots to the penny.
Plans the research, fans out in parallel, crosses standards when the question does. A replacement-award question pulls the share-based payment guidance on its own.
Every claim carries a pill that opens the handbook at the exact page with the supporting text highlighted.
When the Big 4 read a judgment area differently, the answer shows the positions side by side.
Explain what happened or drop in the agreement. The AI infers topics, scopes issues, and extracts the fact pattern.
The memo drafts issue by issue. Threshold calls pause for you, or autopilot decides and flags each assumption in the margin.
Edits arrive as redlines with Accept and Reject, never silent mutations. Missing facts become questions that tailor the memo when answered.
Export to Word, import the auditor's comments back in, and return a response copy with your edits as redlines.
A second model checks every citation against its source text and strips what it cannot support.
AI edits arrive as tracked changes and margin comments. You accept or reject every one.
Word exports carry numbered references with quoted sources, so the work stands on its own.
Pick the topic and click through a short questionnaire. The draft is tailored to your situation before it is written.
The AI searches EDGAR itself for comparable companies and models the footnote on how they actually disclose it. Your facts, their conventions.
Every draft ships with coverage against the disclosure requirements: met, needs a detail from you, or not applicable.
Ask in plain English. Get a cited, verified answer applied to your facts.
Turn the conclusion into an audit-ready memo with tracked-change review.
Draft the footnote against the requirements, modeled on peer filings.
Lock the treatment into a versioned, exportable policy manual.
FilingsIQ runs alongside every step, benchmarking your treatment and language against what comparable companies actually filed.
Every plan includes all six tools at full quality. Ask follow-ups, request tables, push back on an answer: all part of one research session. Memos, disclosures, and policies never count.
See the real thing
Less than one consultant hour
For heavy caseloads and firms
Cancel anytime. No credit card required to start.