Solutions
Connect your books
SEC drafts are only as good as the books behind them. TakePublic connects QuickBooks Online by OAuth, or imports a trial balance CSV from any ledger, including QuickBooks Desktop, Xero, NetSuite, Sage, or a bookkeeper export.
Statements render from the ledger; the drafting model never generates a statement figure. 10-Q presentation follows filed-report conventions so comparative columns match what investors already see on EDGAR.
- Team
- Company finance and bookkeepers
- Filing phase
- Pre-draft
- Output
- Ledger-rendered filing statements
- Plan
- Core, from $2,999/mo
Ways to connect
Connect QuickBooks Online
Use OAuth to connect the company's QuickBooks Online books.
Or import a trial balance
Upload a CSV from QuickBooks Desktop, Xero, NetSuite, Sage, or a bookkeeper export.
Render filing statements
TakePublic turns the connected ledger or imported trial balance into statements for drafting.
How statements are rendered
Face statements come from the ledger, not from the language model.
- Income statement comparisonFor 10-Q, income compares to the same quarter of the prior year, with fiscal year-to-date columns after Q1.
- Balance sheet comparisonThe balance sheet compares to the prior fiscal year end.
- Year-to-date cash flowCash flow columns cover the fiscal year to date.
Known limit worth knowing
- Cash flow is derivedThe statement uses trial balance movements and the indirect method, not a general ledger cash-flow engine.
- Complex non-cash activity may need adjustmentCompanies should expect to adjust the derived statement before counsel review.
- Reconciliation gaps are visibleThe tie-out report flags gaps for review.
Which plan includes it
Books connection feeds AI drafting in TakePublic Core, from $2,999 per month. Monitor and Section 16 do not run the full financial-statement drafting path.
Read 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
Does TakePublic connect to QuickBooks Online?
Yes, by OAuth. You can also import a trial balance CSV if you stay on QuickBooks Desktop or another ledger.
Which other ledgers work?
Any system that can export a trial balance CSV, including Xero, NetSuite, Sage, and bookkeeper exports. The import path is ledger-agnostic.
Do ledger numbers go through the AI model?
Statement figures render from your ledger; the model never generates them. It does read summary and flux figures to draft the narrative. Citations and provenance badges mark what came from your books.
How does 10-Q presentation work?
It follows filed-report conventions: income statement versus the same prior-year quarter, balance sheet versus prior fiscal year end, and year-to-date cash flow.
Which plan includes books integration?
Core, from $2,999 per month, where connected books feed AI-drafted 10-K and 10-Q statements.
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.