Intermediate

10-K footnote checklist mapped to owners and source systems

Creates a 10-K footnote checklist with owners, data sources, and validation checks. Useful for planning the annual reporting process and avoiding last-minute gaps.

Create a 10-K footnote preparation checklist for {issuer_name}.

Inputs:
- Footnotes required / prior year index: {prior_footnote_index}
- Significant accounting areas: {significant_areas}
- Source systems and reports: {systems_reports}
- Team members/owners: {owners}
- Filing timeline: {timeline}

Output:
1) Checklist table: Footnote, Key disclosures, Data sources, Owner, Reviewer, Due date, Tie-out checks.
2) PBC-style requests for external teams (tax, legal, valuation).
3) Risks and common late-breaking items (subsequent events, impairments, taxes).
4) Suggested review cadence and version control rules.

Keep it practical and execution-focused.

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Compliance & Regulatory
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10-Q MD&A draft from variance drivers (management-ready)

Drafts an MD&A section based on provided financial changes and drivers, with structured language and risk-aware tone. Useful for SEC reporting teams accelerating first drafts.

GPT-5.2 Thinking; GPT-4.1; o3-mini
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2
Compliance & Regulatory
Intermediate

8-K trigger assessment and drafting outline

Helps assess whether an event may trigger an 8-K and drafts an outline with required sections and data needs. Useful for controllers coordinating with legal/compliance.

GPT-5.2 Thinking; GPT-4.1; o3-mini
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Compliance & Regulatory
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XBRL tagging readiness: mapping table and validation checks

Creates an XBRL mapping plan and validation checklist for financial statement line items. Useful for SEC reporting teams preparing for tagging and review.

GPT-5.2 Thinking; GPT-4.1; o3-mini
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