DISCLOSURE

The hardest part of the statement, handled

Complete, consistent, defensible disclosures, every engagement, without chasing them down across scattered documents.

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Inscope disclosure checklist showing balance sheet items marked Disclosed with linked notes, powered by Penny.

Disclosure checklist

An AI-assisted checklist scoped to each client, pre-filled with rationale, built in as a sub-document of the statement. Not a separate PDF to chase.

Penny completes the disclosure checklist by reading the financial statements and work papers, no questionnaire to fill out.

Scopes to the
client.

Penny reads the draft and weighs what's on the face of the financials against what's in the footnotes to decide which disclosures apply, flagging lower-confidence calls for a closer look.

Drafts every response, with rationale.

She works through each applicable requirement and writes a response, and the reasoning behind it.

Links back to the source.

Links back to the source. Every answer ties to the exact section of the financial statement that supports it.

Thomson Reuters PPC disclosure checklists, built into Inscope

  • Nonpublic Companies

  • Employee Benefit Plans

  • Nonprofit Organizations

  • PCAOB Audits

  • Governmental Financial Statements

  • Health Care Entities

  • Construction Contractors

  • Homeowners' Associations

  • Financial Statements of 401(k) Plans

  • Financial Statements of 403(b) Plans

  • Cash Basis Financial Statements

  • Income Tax Basis Financial Statements

  • Audits Performed Under International Financial Institutions

Disclosure library

Your firm’s disclosure knowledge in one searchable source, right in the drafting workflow. Populated three ways: Inscope’s standard library, your own precedent, or AI parsing your previously issued statements.

Inscope disclosure library dialog for a new template with accounting topic, industry, disclosure type and template text.

Your library is built from your firm's own work, and we set up the first one for you.

Start from three sources.

Inscope's standard library built on FASB guidance, your existing precedent uploaded in bulk, or Penny reading across the financial statements you've issued in the prior years to create your firm's proprietary disclosure library.

We build your first library for you.

During implementation, your historical statements become the input, so you reach a working library without having to find the time. The AI surfaces patterns from what your firm has actually written, it isn't inventing language from a generic model.

Your team reviews, refines and publishes

Owner-level users create and publish; everyone at the firm can access and insert; every change is logged. Your firm's precedent becomes your firm's governed library.

See what grind-free statement building looks like

Bring AI to the financial statement in a way you can trace, check, and trust.

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