Controlled Financial Reporting

Update the report.
Keep the evidence.

Bring approved workbook figures into recurring Word reports. Keep the source, the change, and the review together.

Built around your existing work. Excel workbooks Word reportsProfessional judgment stays with your team.

Repdate in action

From workbook
to reviewed report.

See approved workbook figures move into a recurring report, with source evidence, material changes and independent checking in view.

The figures are ready.
The report still needs work.

Approved outputs are only the beginning. Figures still need to reach the right tables, movements need explanation, and reviewers need evidence they can inspect.

01Carry figures across.02Explain the change.03Verify the evidence.

Repdate brings that work into one reporting cycle.

Every figure.
Back to its source.

Follow a report figure back to its workbook cell, original value, and display basis. Inspect the evidence where you are already reviewing the report.

01Workbook location and source value
02Rounding and displayed precision
03Period movement and review state
Explore the product

Put the changes
that matter in view.

Bring material movements, source exceptions, and failed reconciliations into a focused review queue. Investigate each change with its source evidence beside it.

The figure. The source. The decision.
See the review controls

Prepared by one.
Checked by another.

Source confirmation and independent checking remain separate. Review notes and named decisions stay attached to the figure, ready to inspect.

PreparationIndependent checking
Understand the control model

Your report.
The evidence behind it.

A clean report for reading. A redline for understanding change. A review workbook for the evidence and decisions behind it.

Explore report outputs

AI can assist.
Your team decides.

Enable assistance for defined tasks within your organisation’s controls. Approved workbook values remain the source, and review decisions stay with named people.

01

Optional assistance.
Organisation-controlled scope.

02

Source-backed figures.
Human review and approval.

Explore security and AI

Your next report.
A clearer path through it.

See how Repdate brings your figures, evidence,
and review into one reporting cycle.

No sensitive files needed for the first conversation.