Accounting and consulting firms advising on financial reporting, accounting standards and SEC compliance require research and analysis grounded in authoritative sources. Intelligize+ AI™ brings together SEC filings—including Forms 10-K, 10-Q and 8-K—SEC Comment Letters and accounting standards, including ASC guidance, FASB, PCAOB, AICPA and IFRS, within a unified research environment. By combining rigorous content tagging with advanced AI-powered research and analysis—enabled by Protégé™—Intelligize+ AI supports defensible insight, disclosure benchmarking and technical accounting advisory work across evolving regulatory and investor expectations.
Connect Accounting Standards to SEC Disclosure
Connect ASC topics and accounting standards to related SEC regulations, SEC filings and disclosure documents within Intelligize+ AI. Detailed indexing at the subsection and topic level allows firms to evaluate how peer companies apply specific ASC guidance within Notes to Financial Statements, MD&A and other key sections of Forms 10-K and 10-Q. Structured, citation-backed analysis supports technical interpretation and financial reporting advisory services.
Analyze Non-GAAP, CAMs and Financial Reporting Risk
Review trends in non-GAAP measures, Critical Audit Matters (CAMs), material weaknesses, financial restatements and accounting policy disclosures across SEC filings and SEC Comment Letters. Proprietary taxonomies and AI-powered analytical tools within Intelligize+ AI support multi-document comparison, organized summaries and transparent citations—helping firms identify emerging issues and strengthen client guidance.
Benchmarking & Peer Analysis
Benchmark client disclosures against peer companies across Risk Factors, MD&A, Notes to Financial Statements and Business sections of periodic filings. Automated redlining and graphical analytical views within Intelligize+ AI streamline comparative review, while advanced AI capabilities support deeper analysis across multiple filings—enabling firms to evaluate trends and provide well-supported advisory recommendations.
Stay Ahead of Regulatory and Reporting Developments
Monitor evolving SEC rulemaking, SEC Comment Letters and accounting standards updates, including ASC guidance and related interpretive developments. Intelligize+ AI allows seamless navigation across company disclosures, financial statements, earnings call transcripts, investor presentations and related news to assess regulatory impact and anticipate reporting trends relevant to client advisory work, including emerging ESG and sustainability disclosure considerations.
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.
Challenge:
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.
Solution:
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.
2,000+
Filters to quickly pinpoint examples of market standard language
16.5M+
SEC Filings
48,000+
Accounting Standards & Guidance docs
Professionals We Serve
Serving more than 50% of the Fortune 500, 87% of the Am Law 100 and 100% of the Big Four accounting firms.
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CUSTOMER RESEARCH SUPPORT
Expert support for detailed SEC filing searches and complex research needs.