Intelligent filing assistance – structured analysis for management and advisors.
IssuerIQ provides AI-powered review for SEC filings – structured analysis that reconciles financial statements, suggests disclosures, and scores filings before they go out.
Make SEC filing preparation more structured, efficient, and reliable
Preparing an SEC filing requires coordination across financial statements, footnotes, MD&A, supporting schedules, and prior-period disclosures. Even minor inconsistencies or incomplete explanations can create delays, additional review work, and avoidable questions.
IssuerIQ brings these review activities into one structured workflow, helping management and advisors identify unresolved matters earlier, reduce time spent on manual review, and move more efficiently toward filing readiness.
Built for SEC filing teams and advisors
Management and finance teams
preparing financial and narrative reporting
Securities counsel
reviewing filing structure and disclosures
Accounting firms and advisors
supporting reconciliation and presentation
Public company consultants
coordinating preparation and follow-up
Upload your filing, select the type of assistance you need, and receive organized findings for review by management and qualified professionals.
Use the platform to identify matters that may require further attention before the filing is finalized.
For companies seeking hands-on support, the Marketplace provides access to experienced securities attorneys, accountants, filing professionals, consultants, and other specialists who understand the needs of issuers.
Available services may include filing preparation, disclosure drafting, financial statement coordination, amendments, and assistance throughout the filing and submission process.
IssuerIQ offers customized solutions for accounting firms, securities law firms, filing service providers, consultants, issuers, and other organizations seeking filing assistance tailored to their specific needs.
Custom implementations may include specialized workflows, service options, user access, and platform configurations while remaining part of the IssuerIQ platform.
AI assistant for faster filing and stronger compliance.
Compare the primary financial statements, equity activity, footnotes, and comparative periods to identify amounts that may not reconcile, cross-foot, or agree across the filing.
Identify potentially relevant footnotes, accounting policies, transaction-specific disclosures, and other filing topics for management and professional consideration.
Receive a concise overview of the filing, key financial developments, notable presentation matters, and an overall filing score.
Combine reconciliation findings, disclosure considerations, narrative analysis, and prioritized observations in one structured report.
Available as a one-time purchase or included with a paid subscription.
From upload to organized follow-up
Step 1
Select assistance
Choose the review service that best fits your filing.
Step 2
Upload the filing
Upload the filing or financial statements you want reviewed.
Step 3
Review the findings
Examine identified inconsistencies, disclosure considerations, key observations, and supporting explanations.
Step 4
Resolve and refine
Update the filing, address unresolved items, and repeat the review as needed.
Financial statement ties
Whether amounts agree across the primary financial statements, footnotes, comparative periods, and related sections of the filing.
Disclosure coverage
Whether material transactions, balances, accounting policies, risks, and changes appear to have corresponding explanatory disclosure.
Period-over-period changes
Significant changes in operations, liquidity, capital resources, ownership, or financial condition that may warrant further discussion.
Filing consistency
Consistency among the cover page, financial statements, footnotes, MD&A, exhibits, and prior-period disclosures.
Narrative clarity
Language that may be vague, incomplete, unsupported, inconsistent, or difficult for investors and reviewers to understand.
IssuerIQ does not replace professional judgment or independent review by legal counsel, accountants, auditors, or other qualified advisors.
1–10 filing score
Strong
No significant inconsistencies or apparent disclosure gaps were identified in the automated analysis.
Minor follow-up
Limited presentation, wording, reconciliation, or clarification items may remain.
Review advised
Several reconciliation, disclosure, or consistency matters should be reviewed before filing.
Substantial follow-up
Multiple significant matters may require coordinated review and revision.
Extensive review
Pervasive inconsistencies, omissions, or presentation concerns indicate that extensive review may be necessary.
IssuerIQ provides AI-assisted filing guidance and informational analysis. The self-service platform does not prepare or submit SEC filings on a user's behalf and does not provide legal, accounting, audit, or investment advice. Professional filing services, when separately engaged, are governed by the applicable service agreement. All platform outputs should be independently reviewed by qualified professionals before being incorporated into an SEC filing.