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✦Sara · SEC Calendar Agent↗
Checking the Q2 timeline and who is on the DC invite

Moving the Q2 DC meeting to Aug 4 at 11am. Five people are on the Outlook invite (David, Kat, Tiff, Michael and you), and deck prep slides a day later with it.

Confirm and I’ll apply it.

Done — the Q2 DC meeting is Aug 4 at 11am, the dates in TieOuts are updated and the Outlook invite is out.

Want me to send the updated FY 2026 SEC Reporting and IR Calendar to the team? I can preview the draft first.

Here’s the draft — the calendar PDF is attached.

ToSEC Reporting team6 people
SubjectFY 2026 SEC Reporting and IR Calendar

Hi team — the Q2 disclosure committee meeting moved to Aug 4 at 11am. The updated calendar is attached.

FY2026-SEC-Calendar.pdf

Confirm and I’ll send it.

Sent to the SEC Reporting team

ToSEC Reporting team6 people
SubjectFY 2026 SEC Reporting and IR Calendar

Hi team — the Q2 disclosure committee meeting moved to Aug 4 at 11am. The updated calendar is attached.

FY2026-SEC-Calendar.pdf

I’ll be here when the team needs me.

can you move the Q2 DC meeting to Aug 4 at 11am?can you move the Q2 DC meeting to Aug 4 at 11am? good to go!good to go! sounds goodsounds good looks good, sendlooks good, send
Problem

Today's workflow is decentralized,
disconnected, and manual.

The quarter still runs on spreadsheets, forgotten deadlines, post-it notes, and hours lost to manual, repetitive work.

Solution

TieOuts: centralized, connected, and agentic.

Your North Star for the quarter. Keeps the team on track.
JS
MR
Quarterview
Q2 2026 · Form 10-Q
Quarter Tasks
76% 93 of 122
Not Started14 In Progress15 Complete93
10-Q
75% Prepared 86 of 114
50% Reviewed 57 of 114
Needs Attention
2 overdue
Send 10-Q to Auditors 1d JS
Review AC deck slides from IT 3d MK
Earnings
Aug 5
10-Q Filing
Aug 6
Days to Filing
6days
Quarter Cycle
Planning
100%31/31
Prep
86%32/37
SOX
60%3/5
Reviews
77%27/35
Filing
0%0/14
Upcoming Key Deadlines
Jul 27 — Aug 7
MON
TUE
WED
THU
FRI
27
28
Send 10-Q to Auditors
29
30
DC Meeting
31
AC Meeting
3
4
5
Earnings
6
10-Q Filing
7
Move one date. The quarter follows.
All in sync
Planning Calendar Tasks Annual SEC Calendar
August 2026
MonTueWedThuFri 3 4 5Earnings 6 7 10SEC DeadlineSEC 11 12 13 14 17 18 19 20 21
10-Q Filing
FilingQ2 2026
TaskAssigneeDue
Upload ER to Nasdaq MarketwatchTCAug 4
10-Q Test FilingTCAug 4Aug 5
10-Q FilingTCAug 5Aug 6
Annual SEC Calendar · FY2026
Sara · SEC Calendar Agent
Hi Tiff! I noticed the Q2 10-Q is now on Aug 6. Want me to update the team?
July
M
T
W
T
F
1
2
3
6
7
8
9
10
13
14
BOD
15
16
17
20
21
22
23
24
27
28
29
30
AC
31
August
M
T
W
T
F
3
4
ER
5
10-Q
6
7
SEC
10
11
12
13
14
17
18
19
20
21
24
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26
27
28
31

Agent teammates save you time.

Agents handle manual, recurring work. You review and approve. Save hours every quarter.

✦
Reconciliation Agent
Automatically reconciles figures in the ER vs. the 10-Q and 10-K. Recalcs percentages.
 ✦
Sara · SEC Calendar Agent
Keeps the planning calendar and annual SEC calendar updated and emailed to your team.
✦
Pauly · PR Agent
Drafts the earnings date announcement PR, coordinates reviews via email, verifies it on the wire.
Reconciliation Agent

Ties out numbers. Catches what you missed.

Earnings release vs. 10-Q/K. We've all been there: 10pm. Eyes tired. Missed a number. Now, the agent gives you a second set of eyes.

Earnings Release vs 10-Q · Q2 2026
Balance Sheet · June 30, 2026 · (in thousands)
Line Item Earnings Release 10-Q Variance Status
Goodwill and intangible assets, net
$84,745 pg 7
$84,745 pg 4
— Ties Out
Other assets, noncurrent
$17,560 pg 7
$17,920 pg 4
$360 Differ
Total assets
$275,930 pg 7
$276,290 pg 4
$360 Differ
Narrative tie-out

Common stock repurchases of $12,150 for Q2 2026 ER pg 1 ties out to the 10-Q:

Statement of Stockholders' Equitypg 9 Stockholders' Equity Note 7pg 27 Part II, Item 2 — Issuer Purchasespg 48
Ties Out

SEC Reporting agent harness developed to extract figures from both PDFs. Page-cited, audit trail.

Connected

Your teammate, wherever you work.

Connect Claude to the TieOuts MCP: your company's SEC Reporting brain.

  1. 1The ping

    The CAO pings Tiff during a lunch-time workout.

    The AC Chair wants an update on Q2, ASAP.

  2. 2Claude + TieOuts

    She asks Claude. TieOuts does it.

    Signs off on FN 11 in the 10-Q tracker. Q2 status update is created.

  3. 3She approves. It sends.

    The team's updated — she never left the gym.

    And the CAO is happy.

12:38
12:38
Friday, July 25
David Lee · CAO now

Where are we on Q2?

AC Chair is asking. Can you get the team a status update ASAP?

swipe up to open
12:39
‹ Claude TieOuts connected
Did I sign off on the Segment FN as reviewed?
TieOuts agent · checking FN 11
Not yet — FN 11 · Segment Information hasn't been marked as reviewed. Want me to sign you off?
Yes, please.
TieOuts agent · marked FN 11 ✓
Done! I've signed off FN 11 in the 10-Q tracker as reviewed for you.
FN 11 · Segment Information
Reviewed · TC 7/25/26
12:39
‹ Claude TieOuts connected
Can you send a status update to the team now?
TieOuts agent · creating status PDF TieOuts agent · drafting email
Sure — I'll pull the Quarterview charts, key tasks, deadlines, and any overdue items into a draft.
Here's the draft — it'll go to the SEC Reporting team. Take a look; if it's good, just say the word and I'll send it.
ToSEC Reporting team
FromTiff Cheng · via TieOuts

Q2 2026 Status Update (7/25/26)Draft

This week's key tasks & deadlines attached. ⚠ 2 items overdue — flagged so we can clear them.

Quarterview-Q2-2026.pdf
Looks good, pls send!
Status update sent
Received DC MR AL +1
scroll ↓

Secure by design. Claude connects over OAuth — you provision the access, scoped to your organization. Agent actions are audit-logged, and nothing sends or signs off until you approve.

Who TieOuts is for

Public or Pre-IPO? We got you both.

Built for SEC Reporting teams running the quarter.

Public companies

Makes your quarter easier to manage and run through one connected platform. Agent teammates help with the workload and saves you time. Access TieOuts anywhere and take action, even from your phone.

Pre-IPO companies

During the S-1 process, you’re running on adrenaline. We take some stress away by setting you up on the platform. So when you arrive at your first 10-Q or 10-K close cycle, you’ll be ready to roll.

Easy onboarding. Open TieOuts on day one and your first quarter is ready to go.

Finally.

Ready for your workflow platform?

Internal Auditors have AuditBoard.
Controllers have FloQast.
SEC Reporting now has TieOuts.

Built by, and for, SEC Reporting professionals.

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