AI products for regulated financial work

DataDock.AI builds focused products for financial reporting, tax research, and securities compliance, with source- grounded answers and reviewable evidence.

Three products. One standard of review.

Basin Reporting

Prepare, reconcile, review, and deliver financial reports through a controlled workflow connected to source financial data.

Reconciliation · Variance analysis · Review queues

Basin Reporting Meridian Supply Co. Period: Q2 2026 DO
Reconciliation Matched 0 of 6
DateDescriptionAmountStatus
Variance analysis · vs Q1
Review queue 0 Sent to reviewer

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

Basin Research Hale & Marsh CPAs DO
Tax year 2025
Searching primary authority and current-year guidance
Research result2025 amounts confirmed
Direct answer
For tax years beginning in 2025, the Section 179 limit is $1,250,000, reduced dollar for dollar above $3,130,000 of qualifying property.
Applicable rule
IRC §179(b)(1) and (b)(2), adjusted for inflation under §179(b)(6). Rev. Proc. 2024-40 publishes the 2025 amounts.
Rev. Proc. 2024-40 IRC §179(b) IRS Pub. 946
Review guidance Confirm total property placed in service before relying on this answer.
Cited passage
Rev. Proc. 2024-40, §3.26
Primary authority · Tax years beginning in 2025
For taxable years beginning in 2025, the aggregate cost of any §179 property that a taxpayer elects to expense cannot exceed $1,250,000, reduced once property placed in service exceeds $3,130,000.
Every figure in the answer links to its source passage.

FilingFlow

Query SEC documents from the Research Desk, track material
events, map entity relationships, and follow deal flow, with
findings tied to source filings.

FilingFlow Research Desk DO
Entity relationships
Deal flow

One foundation across every product

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.

Tenant isolation. Each customer works in a separated environment with private workspaces.

Source to sign-off

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 built for review

Source provenance
Every output records the filing, statute, or document it came from.
Private workspaces
Research and reporting work is visible only to the people you grant access.
Audit history
Each product records who prepared, reviewed, and approved work, and when.
Reviewer control
Prepared work waits in a queue until a named reviewer approves it.
Tenant separation
Customer data stays in its own environment. Nothing crosses tenants or products.
Responsible AI boundaries
AI assistance is limited to sourced material and routed through human approval.
Find your product

Enterprise: Enterprise & Institutions

For large organizations and institutions with specialized requirements, this plan offers customizable solutions. Contact us for options like multiple API keys, priority support, redistribution rights, or unlimited data access. Example use cases include:

Scale: Business / Internal Use

Built for organizations leveraging the platform for internal operations, this tier supports data-driven teams and professionals. Common applications include:

Growth: Personal & Startups

Designed for innovators, individual developers, and university researchers, this plan supports small-scale projects and early-stage experimentation. Typical scenarios include:

Explorer:

For testing purposes.