Solutions
AI drafting with citations
TakePublic drafts narrative sections from your trial balances, onboarding answers, and prior filings. Every sentence can carry a citation back to its source, so counsel and the company can see where a claim came from before anyone signs.
Statements render from the ledger; the model reads summary and flux figures but never generates a statement figure. Every draft carries a tie-out report and provenance badges. Quality is measured against actually filed documents on /proof, not assumed from a demo.
- Team
- Company finance and counsel
- Filing phase
- Pre-draft and drafting
- Output
- Cited draft with tie-out report
- Plan
- Core, from $2,999/mo
What feeds the draft
- Connected booksUse QuickBooks Online or a trial balance import from any ledger.
- Company factsOnboarding answers capture facts the ledger does not hold.
- Prior filingsRetrieved filings provide narrative continuity.
- Per-sentence citationsEach sentence can point back to the source that supports it.
Tie-out and provenance on every draft
Every draft generation persists a tie-out report, and each section carries a provenance badge.
- Balance sheet tiesThe tie-out report checks whether the balance sheet balances.
- Statement consistencyThe report checks income statement consistency and cash flow reconciliation.
- Equity and EPS inputsThe report checks the equity roll-forward and EPS inputs.
- Visible provenanceEach section is marked From your books, AI draft, Boilerplate, or Edited.
- Filed-report presentation10-Q presentation compares income to the same prior-year quarter, the balance sheet to prior fiscal year end, and cash flow on a year-to-date basis.
Measured against filed documents
- Compared with filed documentsDraft quality is scored against the company's actually filed documents.
- Five quality dimensionsThe score covers statement integrity, presentation, narrative quality, completeness, and Inline XBRL.
- Public benchmark resultsThe results are available on /proof.
Which plan includes it
- Core, from $2,999 per monthIncludes AI drafting for the 10-K, 10-Q, 8-K, and NT notices. Core includes EDGAR filing with Inline XBRL tagging.
- Section 16, $499 per monthDrafts Forms 3, 4, and 5 from insider records.
- MonitorDoes not include in-app drafting.
Rebuilt from public XBRL facts and scored line by line against the filed quarterly report. The gate requires 55 / 55 on statement mechanics for every fixture, on every commit. Real-model narrative runs: 93.1 to 97.3 / 100 (35 runs, claude-fable-5). Apple Inc., JPMORGAN CHASE & CO, Hims & Hers Health, Inc., and 32 more. These companies are not customers; their filings are public records.
See all the evidence on the proof pageRead 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
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. Citations point back to sources, and the tie-out report checks the statements.
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 provenance badges mean?
Each section is labeled From your books, AI draft, Boilerplate, 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, from $2,999 per month, for periodic and current reports. Section 16 at $499 drafts insider Forms 3, 4, and 5. Monitor does not draft.
Bring your filings in-house, with counsel still signing
Connect your books, review AI drafts with citations, and file to EDGAR. Your securities attorney signs every filing before it goes anywhere.
Get started Run a free compliance scan firstTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.