TRENDING TOPICS
AI for SEC Reporting and Compliance
Protégé powers the AI experience within Intelligize+ AI, bringing multi-turn research and a unified conversational workflow to SEC Filings. Instead of restarting searches or moving between tools, your analysis can evolve continuously, preserving context and delivering defensible results grounded in authoritative SEC content.
Built on trusted sources with verifiable citations, it supports reporting, accounting, compliance and legal professionals as they move from complex questions to defensible analysis with greater clarity and control.
OUR SOLUTIONS
Across public and private companies, law firms and accounting and advisory teams, the pressure to stay compliant, manage risk and deliver value is constant. Intelligize+ AI brings together authoritative SEC content with AI-driven research and analysis for reporting and compliance, so you can move from question to insight without losing context. Spend less time searching filings and more time understanding what matters. Make smarter decisions with confidence.
Public Companies
Make informed SEC disclosure and compliance decisions with confidence. Use AI-powered analysis to evaluate filings, benchmark and move to defensible insight—faster.
Go beyond SEC filings search
Advanced search and analysis tools deliver everything you need in less time, and with more accuracy. Add the industry’s most rigorous tagging of connected content (including SEC EDGAR filings), along with AI-powered research and analysis and leading filtering functionality for greater flexibility and speed.
Connect SEC disclosures with broader market context
Don’t just find the information – use it to your competitive advantage. We couple our superior technology with a deep pool of market and business information linking SEC materials with news, transcripts, accounting and law firm guidance, ESG reports and peer analysis to uncover insight into trending topics and events impacting your industry. Visualization tools provide both high-level overviews and detailed graphical breakdowns of topics at your fingertips.
Benchmark filings and refine your strategy
Keep attuned to your peers’ activity in the market. Efficiently benchmark and analyze disclosures down to the section level. Use AI-powered analysis with Protégé to ask questions, compare or summarize results and more. Easily compare risk factors and disclosures across companies to see how others report on key topics.
Private Companies
Prepare for what’s next—whether you’re planning an IPO or strengthening reporting as a private company. Use AI-powered analysis, enabled by Protégé, to benchmark peers, evaluate disclosures and move to defensible insight—faster.
Accelerate IPO readiness
With advanced search tools and graphical analytical views for the IPO process, Intelligize delivers deep insights into filing and disclosure characteristics that would otherwise require extensive research effort.
Benchmark peer disclosures
Automated benchmarking allows you to identify key documents and filings, perform redlining, and see how others in your industry are reporting. Use AI-powered analysis to explore disclosures, surface trends and generate structured insights with greater clarity.
Identify reporting trends
Identify “what’s market” or trending in the latest periodic reports, by item and section–at a glance.
Law Firms
Advise clients on SEC compliance, disclosure drafting and transactional matters with confidence. Use AI-powered analysis to evaluate filings, benchmark disclosures and support defensible client decisions—faster.
Support SEC compliance and client advisory work
Use connected content and expert support to help your clients stay compliant and build stronger deals and agreements.
Analyze disclosures and agreements with precision
Our powerful analysis and visualization tools, along with AI-powered analysis enabled by Protégé, help you clearly identify market standards, benchmark peer disclosures and agreements, track SEC correspondence and trends, and more.
Monitor shifting ESG disclosure expectations
Get a view of trending ESG topics, with a visual indication, year by year, of where companies are disclosing information related to ESG in SEC Filings, earnings call transcripts, and ESG reports.
Accounting & Consulting Firms
Advise clients on financial reporting, accounting standards and SEC compliance with greater precision. Use AI-powered analysis, enabled by Protégé, to evaluate disclosures, interpret accounting guidance and deliver defensible insight—faster.
Analyze financial reporting and disclosure trends
Use connected content to streamline research and analysis of financial statement disclosures and SEC comments, learn the latest trends and surface the latest disclosures supporting new topics and emerging accounting standards.
Connect accounting standards and regulatory guidance
No more accessing multiple sources for accounting standards and information. Get a single view across FASB, PCAOB, AICPA or IFRS standards, along with related SEC regulations and guidance, accounting and law firm guidance and the latest SEC disclosures—plus, navigate ASCs with Protégé to understand how standards are applied in practice.
Benchmark disclosures and assess reporting risk
Benchmark peer disclosures to evaluate evolving Critical Audit Matters (CAMs), non-GAAP methodologies, financial restatements and potential material weaknesses. Use AI-powered analysis to surface trends, assess reporting approaches and develop more informed disclosure strategies with greater efficiency.
We’re the experts the experts trust for their SEC disclosure research and analysis. Serving more than 50% of the Fortune 500, 87% of the Am Law 100 and 100% of the Big Four accounting firms.
