Advanced
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.
Draft MD&A for a {filing_type} for {issuer_name} for period ending {period_end_date}.
Inputs:
- Financial statements (current and prior): {financials}
- Variance drivers and key events: {variance_drivers}
- Segment information (if applicable): {segments}
- Liquidity and capital resources summary: {liquidity_summary}
- Known uncertainties and risks: {known_uncertainties}
Output:
1) MD&A draft sections: Results of Operations (by line/segment), Liquidity & Capital Resources, Critical Accounting Estimates (if requested).
2) Tables/quantifications where appropriate (YoY/QoQ).
3) Disclosure-quality checklist: non-GAAP references, forward-looking statements placeholders, consistency with notes.
Write in SEC-style but do not invent facts—use placeholders where data is missing.Related Prompts
Compliance & Regulatory
Intermediate10-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.
GPT-5.2 Thinking; GPT-4.1; o3-mini
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Compliance & Regulatory
Intermediate8-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
0
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Compliance & Regulatory
AdvancedXBRL 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
0
0
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