The SEC Reporting Platform Calabrese Now Relies On

"We were getting too many comments from auditors on numbers not tying where they should. I was done hearing that."
— Alison Gould Yablonowitz, Partner, Calabrese Consulting LLC

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Calabrese’s Capital Markets Group supports public companies, SPACs, and micro-cap issuers through recurring SEC filings and transaction-driven reporting. Their workflow of using Excel-based financials and manually transferring them into Word created recurring issues under tight deadlines.

The team faced familiar pain points:

• Manual Excel-to-Word workflows that introduced tie-out and footing errors
  
• Auditor comments on numbers not matching where they should
  
• Last-minute client adjustments that had to be pushed through minutes before filing
  
• Long hours caused by rework and avoidable errors that should not happen
  
• Cumbersome legacy tools that were not built for preparers
  

The old tooling did not match how Calabrese actually works: high-velocity reporting, shifting inputs, and zero tolerance for inconsistencies.

Calabrese adopted Inscope to replace their manual Excel-to-Word workflow with a single, controlled environment for preparing and updating financial statements.

Here’s what changed for them:

Implementation was straightforward.
Prior filings went in, issuers were built for them, and the team was ready to work.

Excel-native workflow the whole team can use
The team updates numbers in Excel and sees those changes flow into the financial statements automatically. No more manual pasting or reconciling versions.

Built-in accuracy checks
Inscope’s footing and inconsistency tools catch mismatches early, reducing auditor comments and saves hours during review. 

Printer-friendly HTML output for EDGAR Agents
When Calabrese needed a printer-ready HTML export, Inscope built the functionality and released it immediately. The team refreshed their page and saw it live. Requests were no longer lost in the ether but acted on quickly.

Secure, cloud-based access with MFA
The product integrates easily with Calabrese’s existing authentication flow, so onboarding new users is straightforward.

This combination gave Calabrese a fast, accurate, and dependable workflow for public-company reporting, without the overhead or complexity of traditional engagement tools.

Inscope enabled Calabrese’s advisory team to prepare SEC filings with greater accuracy, faster turnaround, and fewer late-stage issues.

• Fewer tie-out issues, with linked statements and AI accuracy checks reducing mismatches across tables and disclosures.
• Cleaner late-stage adjustments, allowing last-minute client changes to flow through the financials without recreating documents or risking inconsistencies.
• No version drift, since the team worked from a single, controlled environment instead of multiple Word and Excel files.
• Faster quarter-end cycles, replacing long nights of rework with a more predictable, efficient workflow.
• A scalable reporting process, one the firm can now extend to more than 100 SPAC engagements and future in-house client teams.

"If Inscope disappeared tomorrow, I would cry! It has become that important to how we deliver filings."
— Alison Gould Yablonowitz, Partner, Calabrese Consulting LLC