The SpreadSpace blog

Product update

October 22, 20263 min read

Introducing 8-K earnings release extraction

SpreadSpace now extracts the earnings release in an 8-K filing, from the quarter's financial statements to the non-GAAP reconciliation, guidance and operating metrics.

Product update

October 7, 20267 min read

Introducing bank data uploads from Plaid and Finicity

Turn supported Plaid and Finicity JSON files into reviewable statements, debt schedules and payroll documents. This guide covers file formats, source pages and retention.

Transaction advisory

October 5, 20265 min read

Transaction due diligence with SpreadSpace: a guide for M&A advisory teams

A financial due diligence workflow for M&A teams: review historical results, assess proposed adjustments, and trace findings to supporting documents.

Compliance

October 4, 20264 min read

Source tracing and audit trails for financial analysis

Trace source-linked figures to original document lines. Review recorded edits, report finalizations, reopenings, and access activity.

Credit analysis guide

October 3, 20268 min read

Intercompany eliminations: from complex financials to clearer consolidated analysis

How to review entity columns, reported eliminations and consolidated totals in SEC filings and audited financial statement packets, with source-linked detail in SpreadSpace.

Product update

October 2, 20265 min read

Introducing credit memo replication

Bring your company’s credit memo template into SpreadSpace’s native workspace or embedded UI, and complete it there with the spreads you’ve already created.