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About DataDock

DataDock develops purpose-built software for financial reporting, tax research, and securities compliance. Our products help professionals work faster, trace conclusions to reliable sources, and handle complex requirements with confidence. This is our sole focus, and we continually improve each product around the realities of regulated work.
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What we build

Basin Reporting

Financial reporting and accounting workflows. Basin Reporting reconciles source documents, prepares analysis, and delivers reviewed reports.

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Basin Research

Tax and regulatory research built on primary authority. Each answer carries citations that can be checked before the work is relied on.

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FilingFlow

Securities research built on the SEC filing record. FilingFlow covers company research, material events, entity relationships, and deal activity.

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How we build

These rules apply to every product we ship. They are also the reason all three products share one technical foundation.
01
One product per workflow
Each product serves a single regulated workflow, with features built for that work alone.
02
Authoritative sources only
The products read regulatory filings, statutes, and source documents. Open-web content is not part of the record.
03
Outputs you can verify
Every output names the filing, statute, or document behind it, so the work can be checked.
04
Professionals sign off
Software prepares the work. A professional reviews and approves it before it becomes final.
05
Tenant isolation by default
Every customer operates in a separate environment. Data never crosses tenants or products.

One operating pattern

Source information
AI-assisted workflow
Verification and review
Traceable output
This pattern applies to reporting, research, and securities work alike. Read more about the foundation behind the products.
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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:
  • Stock exchanges meeting compliance and reporting obligations
  • Brokerage firms providing live SEC filings access to clients
  • Data providers redistributing datasets via APIs, downloads, or other channels
  • Platforms or applications delivering licensed data to end-users through paywalls or controlled access

Scale: Business / Internal Use

Built for organizations leveraging the platform for internal operations, this tier supports data-driven teams and professionals. Common applications include:
  • Investment advisors, equity research teams, and family offices analyzing market filings
  • Hedge funds tracking registration statements and disclosures in real time
  • Law firms reviewing administrative and legal records
  • Financial analysts at banks conducting detailed research
  • Talent acquisition teams evaluating employment contracts and compensation packages

Growth: Personal & Startups

Designed for innovators, individual developers, and university researchers, this plan supports small-scale projects and early-stage experimentation. Typical scenarios include:
  • Professors providing their students with full API access for coursework in financial engineering
  • Graduate students and researchers producing papers for journals or academic conferences
  • Solo founders or small teams building early prototypes and minimum viable products

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For testing purposes.
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