Solutions
AI drafting with citations
Narrative drafted from your books, onboarding answers and prior filings, with citations back to the source.
- Team
- Company finance and counsel
- Filing phase
- Pre-draft and drafting
- Output
- Cited draft with tie-out report
- Numbers
- From the ledger, never from AI
- Plan
- Core is in closed beta. Request access
What feeds the draft
- 01Connected books
- 02Onboarding answers
- 03Prior filings
- 04Per-sentence citations
Tie-out and source labels on every draft
- Tie-out reportBalance sheet ties, income statement consistency, cash flow reconciliation, equity roll-forward, and EPS inputs.
- Source badgesEach section is marked From your books, AI draft, Template, or Edited.
- Filed-report presentation10-Q income compares to the same prior-year quarter, the balance sheet to prior fiscal year end, and cash flow year-to-date.
Measured against filed documents
Draft quality is scored against the company's actually filed documents on statement integrity, presentation, narrative quality, completeness, and Inline XBRL. Results are on /proof.
Which plan includes it
- Core, in closed betaAI drafting for the 10-K, 10-Q, and 8-K; NT 10-K and NT 10-Q come from a guided intake. EDGAR filing with Inline XBRL tagging is included.
- Section 16Drafts Forms 3, 4, and 5 from insider records.
- MonitorDoes not include in-app drafting.
Read our output before you decide
Generated documents, scored line by line against what each company filed.
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
Do AI-drafted numbers go through the model?
Statement figures render from your ledger; the model never generates them. It does read summary and flux figures to draft the narrative, under agreements that bar providers from training on your data.
What does the tie-out report check?
Balance sheet ties, income statement consistency, cash flow reconciliation, equity roll-forward, and EPS inputs, shown as a checklist on every draft.
What do the source labels mean?
Each section is labeled From your books, AI draft, Template, or Edited so reviewers see what the ledger supplied, what the model wrote, and what a person changed.
How do you measure draft quality?
Against actually filed documents: the doc harness regenerates a real company's 10-Q from EDGAR data and scores it. Results are on /proof.
Which plan includes AI drafting?
Core, in closed beta, for periodic and current reports. Section 16 at $999 drafts insider Forms 3, 4, and 5; Monitor does not draft.
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.