For more than 30 quarters, I led the SEC reporting cycle at two public companies. Every one of those quarters ran a similar way.
The four to eight weeks cycle from planning to filing week was operating across spreadsheets, notepads, and multiple calendars with no connective tissue. Plus, every quarter involves manual, repetitive work that is prone to errors.
From the very first quarter, I asked: where's our workflow platform for SEC Reporting? One place that serves as an end-to-end platform to plan, run, and automate the quarter. One place the team could see where things stood without a status meeting. One place that took the manual work off our plate.
I went looking for it. Accounting close workflow software (FloQast/Numeric) stops when the books close. Filing software (Workiva/DFIN) houses the 10-Q/K doc. The weeks in between, the day-to-day work of running the quarter specifically for SEC Reporting teams, had no home.
So I stopped waiting for it, and I built it.
TieOuts is that end-to-end workflow platform, purpose-built for SEC Reporting teams. Its agent teammates, including Pauly and Sara, make the quarter easier by doing work for you: drafts the earnings date announcement PR, coordinates reviews with the team, tracks tasks, watches your annual SEC calendar and emails the new version to the team, and ties out numbers in the ER vs 10-Q/K.
And quarter after quarter, TieOuts becomes your system of record brain. It understands your quarterly cadence, so the team can breeze into the next quarter and a new teammate can excel.
SEC Reporting teams have been deprived of a workflow platform for too long. If you believe that too, and want an easier way to run your quarter, then I'm building TieOuts for you.