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Your established SEC reporting team primarily needs EDGAR research, accounting guidance, peer benchmarking, and roll-forward drafting.
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TakePublic vs Finrep
Finrep gives established reporting teams AI research, benchmarking and drafting; TakePublic is the back office for smaller filers.
- Best for
- Smaller filers, small reporting staff
- Our pricing
- Posted; Core in closed beta
- Their pricing
- Typically quoted after a demo
- Finrep category
- SEC research and drafting workspace
- Firm seats
- Free; the company pays
VS
VS FR
Finrep
SEC research and drafting
How TakePublic is different
Finrep is a research and drafting workspace for established SEC reporting teams, typically at mid-cap and larger companies. TakePublic supplies the recurring back office for a smaller filer: connected statements, approval gates and filing execution.
- 01Connect books
- 02AI drafts with citations
- 03Counsel signs
- 04Submit to EDGAR
The TakePublic model
- Ledger numbersThe model reads summary and flux figures but never generates a statement figure.
- Counsel gateYour securities attorney, or for Forms 3, 4 and 5 your designated reviewer, signs off the exact document version before anything reaches EDGAR.
- Ledger figuresFinrep rolls prior filings forward and relies on the user to supply figures; TakePublic renders them from the connected ledger.
- Free counsel seatsYour securities counsel's seat is free; the company's subscription is the only paid account. TakePublic is not a law firm and does not replace your PCAOB auditor.
When Finrep is the better fit
Use both
A reporting team can use Finrep's research and benchmarking alongside TakePublic as the ledger-connected, counsel-gated filing workflow.
Pricing
Their pricing
Finrep pricing is typically quoted after a demo. Contact Finrep for current packaging and terms.
TakePublic, published
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Monitor$499 / month
Company calendar, health score, and ET deadline tracking while your current vendors keep filing. Or $4,990 a year, 2 months free.
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Section 16$999 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed. Or $9,990 a year, 2 months free.
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CoreClosed beta
In closed beta: drafts and files 10-K, 10-Q, 8-K and NT notices.
No per-filing fees, no rush charges. Core is in closed beta and has no price posted yet; request access on the pricing page and we will be in touch.
See full pricingRead our output before you decide
Generated documents, scored line by line against what each company filed.
FG10-Q
F&G Annuities & Life, Inc.
Score95 / 100
AAPL10-Q
Apple Inc.
Score95.7 / 100
HIMS10-Q
Hims & Hers Health, Inc.
Score94.8 / 100
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 27 published drafts are in the viewer.
Frequently asked questions
Is TakePublic a Finrep replacement?
For a smaller filer that needs the entire recurring back office, it is an alternative operating model. Finrep is aimed at teams that want a research, benchmarking, and drafting workspace around an existing reporting function.
How do the products handle financial statement numbers?
TakePublic builds statements from QuickBooks Online or an imported trial balance; the model never generates a statement figure. Finrep's drafting workflow relies on the user to supply figures.
Who signs a TakePublic filing?
Your securities attorney, on the exact document version, from a free counsel seat. TakePublic is not a law firm and does not give legal advice.
Does our securities counsel pay for TakePublic?
No. Counsel and law firm seats are free; the company's subscription is the only paid account. Auditor access comes with Core, which is in closed beta.
Pricing
Fixed pricing, posted in full.
Monitor $499 a month, Section 16 $999. Core is in closed beta. Annual billing: 2 months free. No per-filing fees.
See pricing Get startedTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.