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Regulatory Report Automator

Automate recurring regulatory reports with audit trails.

1,823uses
4.7rating

Opens in new workspace

Approved for production use
Data never leaves our systems
Audit logging enabled
v1.2.0·Dec 18, 2025·Beta: Added SEC Form ADV and CCAR report templates

What you can do

Summarize documents in seconds
Extract key insights automatically
Generate reports from raw data
Automate repetitive tasks

Success Story

25 hours/week saved weekly

Operations Team Eliminates Manual Data Entry

Back-office operations automated reconciliation workflows, reducing errors by 95% and saving significant time.

David Kim, Operations

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