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Getting Started – Tools for SEC Filings
Satish AppalakuttyFounder and CEO
1818thth International XBRL Conference International XBRL Conference
About Who we are
Founded in 2006, NeoClarus is dedicated to providing next generation of Financial Reporting solution in XBRL.
What we doNeoClarus offers iFile for XBRL Creation and Filing iAudit for validating XBRL documents iParser for extracting key financial data from XBRL documents
How are we different First to provide a web-based, self-service collaborative solution First to “Auto-Tag” Financial Statements for Financial Printers First to provide white-label product First to provide iAudit product for Auditors and Accountants
NeoClarus Solution Overview
Financial
System
Newswire&
Analysts
Extraction
XBRL Processing
Validation
Parsing
Schema Matching
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Getting Started with NeoClarus Ease to get started with NeoClarus iFile iFile workflow is suited for collaboration iFile hides the complexity of XBRL Pinpoint errors and resolve the errors Download and publish the XBRL with ease.
Choose Taxonomy
Entrypoint •3
Review and Publish
it to a customer
•6
Upload Source
•2
NeoClarus Taxonomy
experts
Repeat customer
Map Source to the Target
•4
Support from NeoClarus
•1
Login to the iFile
Accept, Download and
Publish it to SEC
•7
Validate the Mappings
•5
Upload ( Word, Excel and Web
Services)
Simply Choose
worksheetChoose the
context information
Automatic Parsing of Date
context from Data Provided
Automatic mapping /
matching using Auto tags
Apply the context information by
Type Automatically
Download XBRL
Documents
Approve / Decline
the document
Review the document for correctness
Human readable
Viewer, with the appropriate
concept/element ID’s
Choose Taxonomy
Entrypoint •3
Review and Publish
it to a customer
•6
Upload Source
•2
NeoClarus Taxonomy
experts
Repeat customer
Map Source to the Target
•4
Support from NeoClarus
•1
Login to the iFile
Accept, Download and
Publish it to SEC
•7
Validate the Mappings
•5
Getting started Getting started with XBRL is with XBRL is
easy with easy with NeoClarus!NeoClarus!
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