Ready-Made Patterns

Automate your regulatory reporting workflows

Speed is important when you’re processing large volumes of regulatory forms and compliance documents, and accuracy is critical. Our growing list of Ready-Made Patterns for regulatory reporting instantly automates the most common securities forms, sending validated, traceable, and auditable data directly to your business.

Stay compliant with instant regulatory form processing with these Ready-Made Patterns

Form ADV
SEC Forms 3, 4, 5, 6-K, 8-K, 10-K, 13D, 13F, and 144

Ensure your reporting is 100% accurate

Using next-generation machine learning and large language models to automate data processing, transformation, and validation, you can process and action your data in less time, with fewer errors. Get cleaner data, faster, with a 100% actionable data guarantee.