Get audit-ready financial reports

Leverage easy-to-generate expense and disclosure reports to help you stay compliant.

Accurate and seamless, at every stage

• **Experience automated reporting: **Use your connected cap table to generate up-to-date reports.
• **Get fast, detailed access: **Generate reports in clicks with parameters tailored to your business.
• **Make audits a breeze: **Download everything your auditor needs—no extra work required.

Frictionless financial reporting Leverage tailored solutions built to help your company stay compliant at every milestone.

• **Generate reports, your way: **Create fully customizable reports that accurately reflect the unique needs of your business and capture every scenario, including stock splits and grant re-pricing.
• **Give your spreadsheets a break: **Reduce operational burden with automated reporting. In a few clicks, use your last financial statement to generate accurate, up-to-date reports fully integrated with your cap table.
• **Be audit-ready in minutes: **When it’s time for an audit, you’ll have access to a packet that includes your stock-based compensation expense and minimum disclosure reports, plus an audit guide.

Features

• Automated Financial Statements: Generate accurate and compliant financial statements automatically, reducing manual effort and errors.
• Customizable Reporting Templates: Provide a variety of templates that can be customized to meet the specific needs of different stakeholders, such as investors, board members, and auditors.
• Real-Time Data Integration: Integrate real-time financial data from various sources to ensure that reports are always up-to-date and reflect the latest financial status.
• Advanced Analytics and Insights: Offer advanced analytics tools to help users gain deeper insights into their financial data, identify trends, and make informed decisions.
• Compliance and Audit Support: Include features that help ensure compliance with regulatory requirements and provide support for audits, including detailed documentation and audit trails.