An AI-powered disclosure management platform, built natively into Microsoft Word and Excel, that unites teams, numbers, and narrative — streamlining SEC reporting, internal reporting, management reports, and board books.
A connected disclosure management platform that transforms disparate business data into standardized disclosures for SEC filings, internal reports, management packs, and board books — accelerating closures and fast-tracking decisions.
No plugin to bolt on, no separate authoring tool — SigmaDM runs inside Word and Excel themselves, so your team drafts SEC filings, board books, and management reports exactly where they already work.
Connect to any data source — local Excel workbooks, ERPs, or cloud systems — to create a single source of truth for your teams, with built-in auditability and version control.
Unite teams and processes on a single, secure platform. Role-based access lets finance, compliance, and ops work together to eliminate roadblocks across every reporting workflow.
Sigma AI, built for the Office of the CFO, replaces repetitive work with automation — drafting narrative, variance commentary, and disclosure checks that stay grounded in your live data, whether it's headed to the SEC, the board, or internal leadership.
Built-in auditability gives every stakeholder real-time visibility, with complete audit trails across SEC filings, internal reports, management packs, and board books.
Every report SigmaDM automates falls under one of these verticals — some apply to every company, others are specific to a regulated industry. See the full breakdown →
Reports every company needs, regardless of sector:
For companies reporting to the SEC and public investors:
Regulatory reporting built for banks:
Investor-ready reporting from live portfolio data:
Reserve and resource disclosures you can trust:
SigmaDM is built directly into Word and Excel — not a converter, not a plugin that opens a separate window. Draft, tag, and format disclosures using Office's own toolbar, styles, and track changes.
Link Excel source data straight through to final Word reports, so every number stays traceable and consistent — from SEC filings to board books.
AI assists with mapping, summarization, and content generation while your team focuses on judgment calls across every reporting workflow.
Bring SEC reporting, internal reporting, management reports, and board books together under one roof, with one source of truth.
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.
Not a converter, not a plugin window — SigmaDM lives inside Word and Excel from the first draft, using the toolbar and track changes your team already knows.
Every figure and every AI-drafted sentence traces back to its exact source cell, live — not a static snapshot that goes stale between refreshes.
Sigma AI drafts narrative, variance commentary, and disclosure checks grounded in your linked data, not generic text layered on top after the fact.
Get a walkthrough tailored to your team's reporting workflows and disclosure requirements.
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