Streamlining Your SEC Accounting-Related Compliance Research with Intelligize

It’s increasingly important for businesses to be agile and adapt quickly to the evolving landscape of accounting disclosures. However, researching disclosure-related matters and best practices can be confusing, costly, and time-consuming.

Intelligize’s research solutions enable you to streamline your SEC accounting-related disclosures with precision, accuracy, and efficiency. Our platform brings together a comprehensive collection of content sets that includes registrants’ SEC filings, SEC comment letters, staff interpretations, securities regulations, accounting standards, accounting firm guidance, and more.

The Solution: Intelligize’s solutions to Enhance Your Accounting-Related Research

When it comes to accounting-related disclosures, Intelligize empowers you to simplify your research efforts by providing access to a wide range of accounting-related material. With our content sets and search functionalities, you can quickly find the information you need.

 

Accounting Standards & Guidance

Our Accounting Standards & Guidance solution enables you to research a wide range of accounting-related rules, standards, and other material, including:

  • GAAP/FASB material, including Accounting Standards Codification, Accounting Standards Updates, and Proposed Accounting Standards Updates
  • PCAOB rules and standards
  • AICPA standards
  • IFRS standards
  • Accounting guidance from the Big Four accounting firms, with the capability to filter your searches by topic or firm

Our Accounting Standards & Guidance solution includes the capability to create, maintain, and collaborate on US GAAP disclosure checklists (Forms 10-K and 10-Q) that are linked to relevant regulations, registrants’ SEC filings, and SEC Comment Letters.

Accounting Analytics Solution

Our Accounting Analytics solution enables you to research your peers’ accounting-related SEC disclosures, including:

  • Non-GAAP Items
  • Critical Audit Matters (CAMs)
  • Significant Accounting Policies
  • Critical Accounting Estimates

This solution also enables you to research your peers’ audit information, including their:

  • PCAOB Form AP
  • Non-GAAP Metrics
  • Audit Fees

You can view specific items in your peers’ financial tables in the platform. You can also filter those items by topic or keywords, to more efficiently find the exact information you’re looking for. Additionally, our Accounting Analytics Audit Item Matrix enables you to analyze and benchmark your peers’ specific audit items by topic.

Let’s look at some of the additional ways Intelligize’s solutions and resources can enhance your accounting-related SEC compliance research.

 

Disclosure Benchmarking

Our Disclosure Benchmarking Section Matrix tools enable you to create section matrices to analyze and benchmark your peers’ disclosures in their MD&A, Notes to Financial Statements, Risk Factors, and Business sections. You can research information / data included in your peers’ disclosures (that may be missing from your own disclosures) and view how your peers have dealt with various accounting issues and applicable regulations.

SEC Filings

Our SEC Filings solution helps you streamline your financial disclosure benchmarking by searching and extracting information from tabular data (in SEC filings), including financial, compensation, and pay vs. performance data.

You can even compare tables across different filers to prepare your own disclosures and ensure you’re leveraging market standard language.

Securities Regulation & Compliance

Intelligize’s Securities Regulation & Compliance solution enables you to research applicable regulations and SEC administrative material relevant to your disclosures, including accounting-related material such as SEC staff accounting bulletins and accounting/auditing enforcement releases.

Firm Memos

Intelligize’s Firm Memos solution presents a collection of memos written by law, accounting, and consulting firms that provide information, analysis, and guidance on a wide variety of topics, including accounting-related matters.

SEC Comment Letters

Intelligize’s Comment Letters solution enables you to analyze SEC comments regarding your peers’ accounting-related disclosures, from the initial comment letter to the resolution of the SEC’s concerns. These resources can provide you with insight as you seek to optimize your own disclosures and avoid your peers’ mistakes.

Research Library

Intelligize offers an extensive research library of customizable sample searches, designed to save you time, increase your accuracy, and boost your productivity. For more complex research, our Customer Support Team — with more than 150 years of combined compliance experience in the industry — is ready to assist you.

Professionals We Serve

The Intelligize platform streamlines SEC compliance research for professionals with roles and job titles including, but not limited to:

  • Chief Accountant / Controller
  • Financial Reporting Manager
  • Chief Financial Officer (CFO) / Treasurer
  • Chief Compliance Officer (CCO)
  • Information Professional / Librarian
  • Regulatory Professional
  • Financial / Accounting
  • Corporate Counsel

 

Simplify Your Financial Reporting Research with Intelligize

Compliance research can be complicated and time-consuming. Intelligize is leading the way with solutions to satisfy your compliance research needs efficiently, effectively, and in less time.

Contact us today to find out how we can help your business.