From SEC filings to board books, ESG disclosures to fund reporting — see every use case SigmaDM handles natively in Word and Excel, and how Sigma AI helps automate each one.
Most reporting tools handle one job — a filing tool for the SEC, a separate process for board packs, another for budgets or ESG. That fragmentation is where errors creep in. SigmaDM connects the underlying data once, inside the Word and Excel your team already uses, so the same source of truth carries through every report below — and Sigma AI handles the repetitive drafting, checking, and variance commentary along the way.
GRI, SASB, CSRD, and other frameworks. We automate: consistent metrics linked to the same underlying data as your financial filings, so sustainability numbers never contradict the 10-K.
Monthly and quarterly management reports. We automate: variance analysis and Sigma AI-drafted commentary tied to the specific accounts that moved.
Digital board packs and governance materials. We automate: assembly from live data, with secure distribution, annotation, and full version control built in.
Control narratives and testing documentation. We automate: control descriptions linked to process data, with a complete audit trail from draft to sign-off.
Rolling forecasts and budget-to-actual reporting. We automate: live links between actuals and budget models, so forecast commentary updates as the numbers do.
10-K, 10-Q, 8-K, and iXBRL filings. We automate: live-linked Excel data, built-in disclosure checklists, and Sigma AI narrative drafting for MD&A and footnotes — so one data refresh updates every filing.
Governance disclosures and executive compensation tables. We automate: compensation and equity tables linked directly to HR and finance data, with Sigma AI drafting supporting narrative.
Quarterly earnings materials. We automate: Sigma AI drafts commentary directly from live financials, so messaging stays consistent with the filed numbers.
Acquisition accounting and PPA disclosures. We automate: consolidated data linking across acquirer and target entities to keep PPA schedules traceable.
Tax provision disclosures and supporting schedules. We automate: linked tax data and consistency checks against the financial statement disclosures they support.
Call reports, Basel, and CCAR disclosures. We automate: direct links to core banking and risk data, with Sigma AI flagging inconsistencies against prior submissions.
Entity-level and jurisdiction-specific statutory accounts. We automate: multi-GAAP data mapping from a single source, so local filings never drift from group numbers.
NAIC filings and actuarial disclosures. We automate: live feeds from actuarial systems, keeping statutory and GAAP disclosures consistent across every submission.
Investor letters, NAV packs, and LP reporting. We automate: portfolio data links into LP-ready templates, with the same audit trail as every other report.
NI 43-101 and JORC-style disclosures. We automate: direct links to operational and geological data, keeping reserve statements consistent across filings.
If it involves turning financial or operational data into a written disclosure, there's a good chance we've automated it. Tell us about your reporting workflow and we'll show you how SigmaDM fits.
Talk to UsTell us how your SEC reporting, internal reporting, and board book workflows work today and we'll show you how to bring them together.
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