Transform your EDGAR filing workflow
Herald automates SEC document formatting and XBRL tagging, bringing efficiency to your regulatory filing process.
Everything you need for EDGAR filings
Streamline your SEC filing preparation with tools designed for financial professionals
Document Conversion
Automatically convert Word, Excel, PDF, and Google Docs to SEC-compliant EDGAR format with preserved formatting and styles.
XBRL Tagging
AI-powered XBRL tagging that accurately identifies financial statements, footnotes, and disclosures for compliant reporting.
Validation & Compliance
Real-time validation against SEC EDGAR Filer Manual requirements to prevent submission errors and rejections.
Smart Integration
Seamlessly integrates with Microsoft Office, Google Workspace, and popular financial software without disrupting your workflow.
Security & Privacy
Enterprise-grade security with SOC 2 compliance, end-to-end encryption, and private cloud deployment options for sensitive data.
Template Management
Create, store, and reuse custom filing templates with organization-specific styling and disclosure requirements.
Integration-First Approach
Herald seamlessly integrates with your existing document tools, enabling frictionless workflows
No need to change your workflow
Install the Herald plugin for your preferred document tool or upload files directly to our secure cloud platform. Transform your documents into SEC-compliant EDGAR format with just a few clicks.
Key Benefits
Herald transforms EDGAR filing preparation from a cumbersome process into a streamlined workflow
Save 70% of Document Preparation Time
Eliminate manual formatting and tagging that typically takes days. Herald automates these processes, reducing preparation time from days to hours.
Reduce Compliance Costs by 60%
Lower your spending on external EDGAR conversion services, specialized software licenses, and training costs for specialized filing knowledge.
99.8% Accuracy Rate
Herald's AI delivers industry-leading accuracy for EDGAR formatting and XBRL tagging, reducing the risk of SEC filing rejections and amendments.
How Herald Works
A simple four-step process to transform your documents into SEC-compliant EDGAR filings
Prepare Document
Create your document using Microsoft Office, Google Workspace, or your preferred document tool. Herald works with your existing documents.
Process with Herald
Upload your document to Herald or use our integration plugins. Our AI analyzes the content and identifies structure, financial data, and sections for tagging.
Review and Approve
Review Herald's automated formatting and XBRL tagging. Make adjustments as needed through our intuitive interface.
Export EDGAR Filing
Generate SEC-compliant EDGAR HTML and XBRL files ready for submission through the SEC's EDGAR system.
Intelligent Automation at Every Step
Document Analysis
AI-powered content and structure analysis to properly identify sections, tables, and financial data
XBRL Markup
Automated tagging using the latest XBRL taxonomies and SEC guidelines for accurate reporting
Validation
Comprehensive validation against SEC requirements to prevent submission errors and rejections
Use Cases
Herald supports all major SEC filing types with specialized processing for each document category
Quarterly & Annual Reports
Transform 10-Q and 10-K reports into fully compliant EDGAR HTML and XBRL, with all required financial statement tagging and footnote linking.
Reg A Offerings
Prepare Form 1-A documents for Regulation A offerings, ensuring compliance with simplified disclosure requirements while maintaining professional presentation.
Registration Statements
Convert S-1, S-3, and other registration statement documents into properly structured EDGAR filings with all required exhibit links and section references.
Proxy Statements
Format DEF 14A documents with proper section hierarchies, table formatting, and graphics placement for shareholder communications.
8-K Current Reports
Quickly prepare and file time-sensitive 8-K reports with proper EDGAR formatting and all required exhibit attachments.
Section 16 Filings
Generate Forms 3, 4, and 5 for insider trading reports with accurate XML formatting and proper transaction code usage.
Have a specialized filing need?
Herald can be customized for specific filing requirements, industry-specific disclosures, and unique formatting needs. Our team can develop specialized processing rules for your unique documents.
Simple, Transparent Pricing
Choose the plan that fits your organization's SEC filing needs
Basic
Perfect for smaller companies with occasional SEC filing needs
What's included:
- Up to 20 document conversions per year
- Basic XBRL tagging support
- Document validation
- Email support
- Microsoft Word integration
Pro
Ideal for companies with regular filing requirements
What's included:
- Up to 100 document conversions per year
- Advanced XBRL tagging with context analysis
- Full validation and error correction
- Priority email and chat support
- MS Office & Google Workspace integrations
- Document templates and reusable styles
- Collaborative review tools
Expert
For companies with high-volume filing needs and complex documents
What's included:
- Up to 1000 document conversions per year
- Advanced XBRL tagging with taxonomy customization
- Full validation and automated error correction
- 24/7 email and chat support with fast response
- Complete office suite integrations
- Document templates library and custom styles
- Advanced collaborative tools with version history
- Basic workflow automation
- Quarterly compliance reviews
Enterprise
Comprehensive solution for organizations with complex filing requirements
What's included:
- Unlimited document conversions
- Custom XBRL taxonomy support
- Advanced validation with audit trails
- 24/7 priority support with dedicated account manager
- Full integration suite including API access
- Private cloud or on-premise deployment
- Custom workflow automation
- Compliance reporting and analytics
Early Access
Join our early access program and receive a 30% discount on any plan for the first six months. Plus, get personalized onboarding support and influence our product roadmap.