Solutions
Connect your books
Connect the ledger once and statements render from it, never from the model.
- Team
- Company finance and bookkeepers
- Filing phase
- Pre-draft
- Output
- Ledger-rendered filing statements
- Ledgers
- QuickBooks Online, or any trial balance
- Plan
- Core is in closed beta. Request access
From ledger to statements
- 01Connect or import
- 02Statements render from the ledger
- 03Comparatives from filed XBRL
- Connect or importSign in to QuickBooks Online once, or upload a CSV, Excel or linked Google Sheet trial balance from Xero, NetSuite, Sage or any other ledger.
- Comparative columnsTaken from your own filed XBRL on EDGAR, so they match what investors already see.
How statements are presented
- Income statementFor 10-Q, compared to the same quarter of the prior year, with fiscal year-to-date columns after Q1.
- Balance sheetCompared to the prior fiscal year end.
- Cash flowFiscal year to date.
A known limit
Cash flow is derived from trial balance movements by the indirect method, not a general ledger cash-flow engine. Expect to adjust complex non-cash activity before counsel review; the tie-out report flags gaps.
Which plan includes it
Books connection feeds AI drafting in Core, in closed beta. Monitor and Section 16 do not run the financial-statement drafting path.
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
Does TakePublic connect to QuickBooks Online?
Yes, directly. You can also import a trial balance (CSV, Excel, or a linked Google Sheet) if you stay on QuickBooks Desktop or another ledger.
Which other ledgers work?
Any system that can export a trial balance as CSV or Excel, including Xero, NetSuite, Sage, and bookkeeper exports, or a linked Google Sheet.
Do you connect directly to Xero, NetSuite, or Sage Intacct?
Those ledgers onboard through the trial balance import: export once per period as CSV or Excel, or link a Google Sheet. The import feeds the same statement rendering as a live connection.
Do ledger numbers go through the AI model?
Statement figures come from your books; the AI never generates them. It does read summary and period-over-period figures to draft the narrative, and citations and source labels mark what came from your books.
Which plan includes books integration?
Core, in closed beta, where connected books feed AI-drafted 10-K and 10-Q statements.
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.