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For Accounting Firms

Analytical Reviews

Expert level insights at your fingertips

Expedite preliminary and final analytical reviews to:

  • Understand the entity and its environment
  • Identify potential risks of material misstatement
  • Assist in determining the nature, timing, and extent of audit and review procedures
  • Understand industry specific trends and economic conditions
  • Automate calculations
  • Generate predictive analytics 
  • Download reports as a PDF or in Excel
  • Desktop and mobile friendly


Document Analysis

Surface what matters

Expedite document review to:

  • Summarize board meeting minutes
  • Analyze debt agreements and a range of document types
  • Identify significant events, transactions, and terms

Investment Analysis

Private market analysis tailored for auditors

Expedite research and analysis including:

  • Public and private companies
  • Private equity funds
  • Comprehensive reports
  • Growth strategies
  • Desktop and mobile friendly
  • And much more

Financials

Draft quarterly and annual reports

Generate financial statements and footnotes including:

  • Balance sheet, income statement, and statement of cash flows
  • Footnotes and disclosures

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