estimated annual cost per knowledge worker of acting on wrong figures.
A metric that moved ten points with nothing in the MD&A to explain it is the kind of thing three reviews miss and one regulator does not.
Reconcile the narrative against the statements.
When the prose says one number and the filed statement says another, Merlise marks the gap rather than averaging it away, and shows you both figures with their source.
Pre filing reviewBefore it reaches the wire.
Drop in the draft. Every figure, cross reference, and footnote is checked against the filing record, with the conflicts surfaced first.
Read the draft
Tables and footnotes are parsed as structured claims, not flat text.
Reconcile to EDGAR
Each figure is checked against the filed statements and prior periods.
Surface the gaps
Conflicts and unsupported moves rise to the top with their source.
Read it claim by claim.
Every statement gets a calibrated reading, a verdict, and the record behind it. The ones that need a person rise to the top.
“Reports go through Merlise before they reach a client, and we read the unsupported figures first.”
Head of Research · a Mayfair hedge fund
See it on one of your own documents.
Bring a real financial document. We will walk you through the ledger, claim by claim.