Track how the accounting policies and notes change, not just what they say today

Compare accounting policies and estimates note-by-note across reporting periods, and get flagged the moment a company changes a method, standard or assumption.

4Markets

500+Companies and Expanding

10+ Categories

Extract

Every policy note, pulled from the filing automatically.
Accounting policies and significant estimates are extracted directly from financial statements, organized by topic and ready to compare.

Covers revenue recognition, impairment, leases and more
Structured by topic across every filing period

Compare

See exactly what changed, period over period
A side-by-side diff highlights added, removed and reworded language between reporting periods.

Word-level diff between any two periods
Works across quarterly and annual filings

Access underlying files

A searchable history of every policy note
Search across years of accounting notes by keyword or topic to see how a company's approach has evolved.

Full historical archive, not just the latest filing
Keyword search across every company you follow

Who is it for?

For Individuals

Track equities for evolving accounting policies/notes over time

Surface accounting changes instantly for complete picture of company financials
Plan investment decisions in case accounting policies deteriorate

Explore for Individuals

Develop custom workspaces to track accounting policies

Understand how your disclosures compare period-over-period
Catch language that might draw analyst questions before they ask

Explore for Corporates

Give clients an edge on the fine print

Surface accounting changes clients would otherwise have to dig for
Add a research angle competitors aren't offering

Explore for Brokerages

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