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TakePublic vs Finrep

Finrep is an AI research, benchmarking, and drafting platform for SEC reporting teams, typically at mid-cap and larger companies. It also sells to law firms and audit and advisory firms.

TakePublic is the whole back office for smaller US public companies. Connected books supply statements, AI drafts the narrative, your securities attorney signs every filing, and TakePublic files to EDGAR with Inline XBRL included. Pricing is posted rather than quote-based.

VS
TakePublic VS FR Finrep SEC research and drafting
Best for
Smaller filers without a large internal reporting staff
Pricing
TakePublic posts pricing. Core from $2,999/month.
Finrep pricing
Quote-based after request access and a demo
Firm seats
TakePublic counsel and auditor firm seats are always free.

What Finrep is

Finrep is a research and drafting workspace for established SEC reporting teams. Its strengths include cited answers from the EDGAR corpus, a licensed Big 4 guidance library, comment letter analytics, peer disclosure benchmarking, and roll-forward drafting.

Finrep's free-trial signup leads to a manual request-access review for public companies and audit firms, followed by demo scheduling. Pricing is not public. Its Filing module is marketed as taking SEC filings to EDGAR, validated and submission-ready, behind a Talk to Sales flow.

How TakePublic is different

The difference is the operating model. Finrep gives an existing reporting team research and drafting tools. TakePublic supplies the recurring back office for a smaller filer, including connected statements, approval gates, and filing execution.

01 BOOKSConnected ledger
02 DRAFTAI with citations
03 SIGNCounsel sign-off
04 FILEInline XBRL included

When Finrep is the better fit

Finrep is the better fit

Choose Finrep when your established SEC reporting team primarily needs deep EDGAR research, licensed accounting guidance, comment letter analytics, peer benchmarking, and roll-forward drafting.

The products can work together

Finrep's research and benchmarking tools are strong, and a reporting team can use them alongside TakePublic. TakePublic can remain the ledger-connected, counsel-gated filing workflow for the company.

Pricing

Their pricing

Finrep does not publish pricing. Access is reviewed manually for eligible public companies and audit firms, then moves to a demo and quote. Contact Finrep for current packaging and terms.

TakePublic, published

  • Monitor$299 / month

    Compliance calendar, health score, and deadline tracking while your current vendors keep filing.

  • Section 16$499 / month

    Forms 3, 4, and 5 drafted, signed by counsel, and filed.

  • Corefrom $2,999 / month

    10-K, 10-Q, and 8-K drafted from your books, counsel sign-off, EDGAR filing, and Inline XBRL.

Complex Core is $4,999 or $5,999 per month, computed from your public EDGAR history and shown before checkout. Onboarding is $5,000 to $10,000 one time by complexity tier.

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Read our output before you decide

Complete generated documents, scored line by line against what each company actually filed. Open one and read it cover to cover.

These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 35 published drafts are on the proof page.

Frequently asked questions

Is TakePublic a Finrep replacement?

For a smaller filer that needs the entire recurring back office, TakePublic is an alternative operating model. Finrep is aimed at teams that want a research, benchmarking, and drafting workspace around an existing reporting function.

Does Finrep file to EDGAR?

Finrep markets a Filing module as taking SEC filings to EDGAR, validated and submission-ready. Packaging and workflow details sit behind Talk to Sales, so contact Finrep for current terms.

How do the products handle financial statement numbers?

TakePublic renders statements from QuickBooks Online through an OAuth connection or from an imported trial balance CSV, including exports from Xero and NetSuite. The model never generates a statement figure. Finrep's demonstrated drafting workflow asks users to supply missing figures and uses placeholders until they do.

Who signs a TakePublic filing?

Your securities attorney signs the exact document hash before submission. Invite your own counsel to a free counsel seat. TakePublic is not a law firm and does not give legal advice.

Do counsel and auditor firms pay for TakePublic?

No. Counsel and auditor firm seats are free; the company's subscription is the only paid account.

Fixed pricing, quoted before you sign

Monitor from $299 per month, Section 16 at $499, Reg A at $749, and Core from $2,999. Reg A onboarding is $1,500 one time. Core pricing is computed from your public EDGAR history and shown with evidence before checkout.

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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.