An AI-powered disclosure management platform, built natively into Microsoft Word and Excel. Unifying SEC reporting, internal reporting, management reports, board books and more! All with connected data.
SigmaDM lives inside Word and Excel, with every number live-linked and every edit tracked automatically. There's no export, no separate generation step. What you see is what you get, always in its final, submission-ready form. Late corrections take seconds!
No separate authoring tool to learn. Your team drafts board packs, SEC filings, and disclosures in the Word and Excel interface they already know.
Figures stay linked to source Excel data as you write, so a single refresh updates every reference across the document — from 10-Ks to board books.
Reviewers use native Word commenting and track changes — no separate review tool, no lost context, no version confusion.
From raw Excel data to board packs and regulator-ready submissions, everything your team needs to report accurately lives in one place.
Pull data from ERPs, Excel workbooks, and third-party systems into a single auditable layer. No copy-paste, no version confusion.
AI-assisted mapping, tagging, and real-time validation catch errors before they cost you — across SEC, internal, and board reporting.
Deliver board and management reports internally, and submit directly to the SEC and 40+ regulators externally — with full audit trails built in.
Sigma AI is built specifically for narrative and disclosure reporting — drafting MD&A language, variance commentary, and board narrative directly from your live, linked Excel data, inside Word. It's an AI copilot that understands financial disclosure, not a generic chatbot.
Explore Sigma AI
Draft footnotes, MD&A, and commentary generated directly from the linked figures behind them — not text you have to fact-check line by line.
Period-over-period and budget-to-actual variances explained automatically, tied to the exact accounts that moved.
Every AI-generated sentence and figure carries its lineage back to the exact source cell — nothing is a black box.
Most disclosure management tools ask your team to leave Word and Excel behind, "connect" data with one-way snapshots, and bolt on generic AI as an afterthought. SigmaDM was built the other way around.
| Capability | SigmaDM | Typical Disclosure Tools |
|---|---|---|
| Authoring Environment | Native inside Microsoft Word & Excel — same toolbar, same track changes, same file your team already uses. | Proprietary web editor; content is exported to or imported from Office, creating extra conversion steps and formatting drift. |
| Data Lineage | True, cell-level data lineage — every figure and every AI-drafted sentence traces back to its exact source cell, live. | Static "connected" snapshots or one-way syncs that go stale between refreshes and can't show where a number actually came from. |
| AI Capabilities | Sigma AI drafts narrative, variance commentary, and disclosure checks grounded in your live, linked data. | Generic AI text generation layered on top, disconnected from underlying data and unaware of lineage or prior-period consistency. |
| Collaboration | Multiple users co-author the same document in real time, with edits visible and tracked as they happen. | Sequential check-in/check-out or siloed sections, making simultaneous editing risky or impossible without version conflicts. |
| Excel Data Push | Push updates from Excel directly into the document safely — links and formatting stay intact automatically. | Manual re-import or copy-paste from Excel, which breaks formatting and requires re-linking figures each time. |
| Sync Granularity | Syncs at both the full-document and section level, so a single update propagates exactly where it's needed. | Typically whole-document refresh only, forcing unnecessary reprocessing even for small, localized changes. |
| Document State | Always in its final, filing-ready state — no separate export or generation step. | Requires a distinct "generate" or "export" step before the draft becomes filing-ready, adding a reconciliation risk point. |
The disclosure lives in Word and Excel from the first draft — no conversion, no separate tool, no workaround.
Every figure traces back to source Excel data — no manual re-entry, no guesswork, no last-minute surprises.
SEC filings, internal reports, and board books are drawn from the same data set, so nothing you disclose ever contradicts itself.
Finance, compliance, and leadership work from the same live draft in Word, not fragmented copies passed around by email.
Version history and traceability are built into every report from the start, not bolted on after the fact.
SigmaDM adapts to how your teams work internally and what regulators and investors expect externally.
Centralize data, automate workflows, and produce accurate reports for both internal stakeholders and external regulators from one platform.
An AI copilot for the Office of the CFO — drafting narrative, variance commentary, and disclosure checks grounded in your live data.
Give leadership and the board a single source of truth — management packs, board reports, and internal controls, always current.
Meet SEC and regulatory disclosure requirements with confidence, from annual filings to ESG disclosures — all drafted in Word.
Join organizations who file faster, disclose smarter, and turn compliance into confidence — every reporting cycle.
Talk to an Expert