Who it serves
TakePublic for controllers
Drafts from the books you already keep, every figure cited to the ledger.
- Who it is for
- Controllers and close teams
- What you run
- Books, drafts, tie-outs, internal review
- Access
- Company drafting seat
- Ledgers
- QuickBooks Online, or any trial balance CSV
- Plan
- Core is in closed beta. Request access
From ledger to reviewed draft
- 01Connect books
- 02AI drafts the narrative
- 03Tie-out report
- 04Internal review
- 05Admin hands off to counsel
Drafts you can defend
- Ledger-controlled numbersThe ledger supplies the numbers; narrative AI never invents balances.
- Tie-out on every draftBalance sheet ties, income statement consistency, cash flow reconciliation, equity roll-forward, and EPS inputs.
- Source badgesEach section shows From your books, AI draft, Template, or Edited.
- Filed-report presentation10-Q statements show the income statement versus the prior-year quarter, balance sheet versus prior year end, and cash flow year-to-date.
Internal review first
- Admin-controlled handoffSending a filing to counsel review requires a company admin, so edits stay with the close team until the package is ready.
- Changes requestedWhen counsel requests changes, the reason is recorded on the filing and the draft returns to the close team.
- Audit and counselIn Core, auditor review comes before counsel on the 10-K and 10-Q, and your securities attorney signs off on the exact version.
Frequently asked questions
Which ledgers does TakePublic support?
QuickBooks Online connected directly, plus trial balance CSV import from any ledger, including QuickBooks Desktop, Xero, NetSuite, Sage, or a bookkeeper export.
What is a tie-out report?
A checklist persisted on every draft covering balance sheet ties, income statement consistency, cash flow reconciliation, equity roll-forward, and EPS inputs.
Can I edit AI-drafted sections?
Yes. Edit in the workspace and the section's source label changes to Edited. Any edit after counsel sign-off requires a new review.
Who sends the filing to counsel?
A company admin or platform admin. Company users have the same drafting and internal review access but cannot hand off to counsel review.
Does TakePublic replace our auditor?
No. Your PCAOB audit stays with your audit firm. Auditor access comes with Core: a read-only seat, a PBC request list, and a path out of auditor review once required artifacts are attached. Audit firms cannot sign up before Core opens.
Core
Core is in closed beta. Request access.
Core is in closed beta with a small group of filers. Drafts and files 10-K, 10-Q, 8-K, NT notices, Form D, and Forms 3, 4 and 5. Monitor and Section 16 are open today.
Request access Run a free scan firstTakePublic 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.