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Intelligize Solutions for Accounting & Consulting Firms

You need to convey a wide knowledge of industry expertise to support your clients. Intelligize is the comprehensive financial reporting solution you can trust. Leverage our market-leading SEC research and analytics platform to help clients optimize their financial disclosure strategy, stay compliant, and build stronger deals that deliver value to their shareholders.

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Connect the dots

Efficiently connect accounting standards (FASB, PCAOB, AICPA or IFRS) with related SEC regulations and disclosure documents, accounting and law firm guidance and the latest SEC disclosures in a simple platform. Accounting policy disclosures are indexed at a detailed subsection and topic level, so you can quickly zero in on the specific peer company content.

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Non-GAAP, no problem

SEC disclosures and Comment Letters are tagged and filtered with proprietary taxonomies developed by Intelligize experts, enabling speed and precision when searching for non-GAAP metrics, CAM topics, material weaknesses, financial restatements, or accounting standards. See graphical summaries of trends by peer group and/or auditor.

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Benchmarking & Peer Analysis

With advanced search tools and graphical analytical views, Intelligize rapidly delivers deep insights into filings and disclosures that would otherwise require extensive research effort. Benchmark against clients’ peers with our matrices covering Risk Factors, MD&A, Notes to Financials and Business. Leverage AI features to ask questions, find similarities and differences or summarize results. Easily compare disclosure language between peer companies to identify the market standard with automated redlining functionality.

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One simple platform

Stay ahead of upcoming developments – particularly in the ESG space and related disclosure – as regulatory and investor demands change. You can navigate seamlessly across company disclosures, financials, events, earnings call transcripts, investor presentations and press releases– rapidly making connections and linking to news stories from thousands of sources on LexisNexis® News.

Case Study:
Data Mining & Research for Compensation Advisory Partners (CAP)

CAP’s advisory team uses Intelligize to mine content and develop insights into filing and ‘needle in the haystack’ disclosure characteristics that would otherwise require extensive research.


Tracking early disclosures and SEC comment letters for new requirements, the lack of access to private company compensation data, and managing searches for market examples, scenarios or practices can hinder responsiveness to time-sensitive client questions.


Intelligize quickly finds market examples for compensation that closely match the client scenario. The searching is efficient and accurate, so Compensation Advisory Partners can locate what it needs in seconds, making it an indispensable tool for delivering exceptional client service.

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Filters to quickly pinpoint examples of market standard language


SEC Filings


Accounting Standards & Guidance docs

Professionals We Serve

Serving more than 50% of the Fortune 500, 85% of the Am Law 100 and 100% of the Big Four accounting firms.


Intelligize is both intuitive and expansive, making it easy to find that one precedent you know is out there, or to identify the risk factor that is missing from an issuer’s disclosure document. Other platforms we tried seemed to require on-going training or constant use in order to be utilized efficiently. Intelligize was clearly designed with the practitioner in mind.

Fortune 500 Banking Company
Senior Vice President


Rely on our research experts to help you find all relevant documents. Even the ones that occurred before EDGAR.

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