Your business is growing.
Your reporting process shouldn't get more complicated.
Still moving numbers between spreadsheets, chasing reviewers, checking disclosures line by line, and worrying about what might have been missed? IRIS CARBON® brings AI into your reporting workflow to help your team catch issues earlier, connect data and disclosures, and get reports out with confidence.
Your business is growing.
Your reporting process shouldn't get more complicated.
Still moving numbers between spreadsheets, chasing reviewers, checking disclosures line by line, and worrying about what might have been missed? IRIS CARBON® brings AI into your reporting workflow to help your team catch issues earlier, connect data and disclosures, and get reports out with confidence.
Management's discussion and analysis
Revenue for the quarter rose to $42.1M, driven by growth across three newly consolidated entities.
- Revenue: $41.8M in Note 4
- Operating expenses: $34.6M, up from $24.9M
- Lease obligations: see Note 9
Page 14 of 62
AI first review
MD&A revenue is $42.1M. Note 4 shows $41.8M.
Traced to Trial balance › Entity 02 › Account 4010.
Operating expenses are up 39% on last year.
The largest movement came in from Entity 03 after the new consolidation.
Note 9 is referenced in MD&A › Liquidity but isn’t in this draft.
- Everything else checked. Nothing to chase.
Sample view for illustration.
The gaps that slow down modern finance teams
Your finance team shouldn’t have to piece together a report from disconnected systems and follow up with five different people to get the latest number.
of FP&A teams struggle with data quality or availability, making reliable reporting harder.
of finance teams have limited integration between tools, creating more manual data handoffs.
of finance leaders say manual data wrangling is affecting their productivity.
What if your report could flag problems before your team finds them?
| You’re worried about… | leads to | AI helps you… |
|---|---|---|
| A number changed somewhere | Spot anomalies and unexpected changes | |
| Two sections don't match | Identify inconsistencies across disclosures | |
| A reviewer catches something late | Run an AI-powered first review | |
| Finding where a number came from | Trace data through the reporting workflow | |
| Spending hours checking everything | Focus your team on what actually needs attention |
One AI-powered review layer. Fewer things for your team to chase.
One reporting workflow. AI checks along the way.
IRIS CARBON® brings your reporting data, disclosures, and review process together, adding AI-powered intelligence while keeping your teams in the familiar Microsoft Office environment.
Connect
Bring financial data, source information, and disclosures into a connected reporting environment instead of managing disconnected files.
Create
Work with familiar Microsoft Office tools while keeping reporting information connected to its source.
Review
AI helps you identify anomalies, inconsistencies, and potential gaps that deserve attention.
Collaborate
Give contributors and reviewers a clear process for submitting, reviewing, resolving, and approving content.
Built for private companies scaling faster than their processes
Your reporting process shouldn’t require a bigger team every time your business gets more complex.
More entities
Keep reporting consistent as your business expands.
More stakeholders
Give management, investors, lenders, and auditors greater confidence in the numbers.
More reporting complexity
Handle more data and disclosures without multiplying manual work.
The same finance team
Give your existing team an intelligent layer of support instead of adding more manual review.
The difference a smarter reporting process can make
Ready to reclaim your reporting bandwidth?
If your team is still spending hours collecting, checking, reconciling, and reviewing reports manually, AI-powered disclosure management can change the process.
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