AI products for regulated financial work
Products for three demanding
workflows
Basin Reporting
Prepare, reconcile, review, and deliver financial reports
through a controlled workflow connected to source
financial data.
Reconciliation · Variance analysis · Review queues
Basin Research
Research tax and regulatory questions using authoritative
sources, tax-year-aware guidance, and citations that can
be reviewed.
Traceable citations · Tax-year aware · Review guidance
FilingFlow
Query SEC documents from the Research Desk, track material
events, map entity relationships, and follow deal flow, with
findings tied to source filings.
What every DataDock product has in common
All three products are built on the same compliance-focused foundation. Read more on the
Platform page
Authoritative sources. The products read filings, statutes, and source documents rather than open-web content.
Domain-specific workflows. Each product runs workflows built for its own domain of work.
Traceable outputs. Answers, entries, and reports link back to the sources behind them.
Human review. Professionals approve and sign off before anything is final.
From source material to reviewed output
Source material
Filings, statutes, and financial documents come in from authoritative sources.
Domain workflow
Reporting, research, or filing workflows parse, match, and draft against that material.
Professional review
Exceptions and judgment calls route to a reviewer before approval.
Traceable output
Reports, answers, and alerts ship with citations back to their sources.
Controls designed for professional review
Every output records the filing, statute, or document it came from.
Prepared work waits in a queue until a named reviewer approves it.
Customer data stays in its own environment. Nothing crosses tenants or products.
AI assistance is limited to sourced material and routed through human approval.