Introducing BluePrint

The intelligent SEC filing platform

From your Word draft to a completed SEC filing, with an AI filing assistant working alongside you.

BluePrint combines document preparation, AI-assisted XBRL tagging, filing validation, review and SEC submission in one workspace, for Forms 8-K, 10-K and 10-Q, Section 16 and Schedule 13. Forms 3, 4 and 5 are always free.

Filing Assistant

Your filing has an assistant.

Traditional AI assistants know what you tell them. BluePrint's Filing Assistant works with the filing itself.

It understands the filing you are working on and keeps the document, its disclosures, its XBRL tagging and the filing workflow connected. Ask about a tag, discuss a disclosure, investigate a validation issue, or have it carry out the next workflow step at your direction.

The assistant can make mistakes. Your team reviews its output and approves every tag before it enters the filing.

  • "Why was this XBRL concept selected?"
  • "Are there other concepts that could apply to this disclosure?"
  • "Show me the disclosures related to this accounting policy."
  • "What needs to be corrected before I submit this filing?"
  • "Review the XBRL tagging in this section."
  • "Prepare the next step in the filing workflow."

One workflow

From draft to EDGAR

  1. 01

    Start with Word

    Upload the Word document your team already uses. BluePrint turns the draft into a structured filing, organizes it and its exhibits for EDGAR, and keeps the content and presentation needed for submission.

  2. 02

    Edit and compare

    Make changes directly in the draft filing. Every change is saved as a version automatically, and any two versions can be compared as a redline.

  3. 03

    Tag with AI

    BluePrint proposes XBRL concepts for financial statements and disclosures based on their accounting and disclosure context. Your team approves each tag.

  4. 04

    Review in context

    XBRL tagging shouldn't mean jumping between a taxonomy, a tagging interface and the filing. Every tag stays connected to the content it represents. Select a tagged fact, trace it to the text in the rendered filing, and discuss alternatives with the assistant.

    See the fact.See the concept.See the filing text.Discuss the decision.
  5. 05

    Validate

    Built-in validation finds XBRL, EDGAR and filing issues while there is still time to fix them.

  6. 06

    Submit

    When the filing is ready, transmit it to EDGAR from BluePrint, under your own EDGAR credentials.

For law firms and filing agents

Three ways to work for the filers you represent.

User
Work in the client's workspace under the client's own EDGAR credentials.
Steward
Set up the workspace for the client to claim. Until the client claims it, it can make test filings only.
Filing party
Transmit under the firm's own EDGAR account once the client enables it for live filing.

Deadlines and data

Built for filing deadlines and confidential drafts.

Read Trust

No maintenance near due dates. None is scheduled on a 10-K or 10-Q due date or in the two business days before it, or between 4:00 and 10:00 p.m. Eastern.

Export at any time. An EDGAR-ready package can be exported and transmitted through another agent if needed.

No training on your data. Neither BluePrint nor its model provider trains models on customer data.

Separate filing role. Live submission needs its own workspace role, so preparing and transmitting can sit with different people.

Hosted in the United States. Encrypted in transit and at rest. EDGAR credentials are also encrypted at the application layer.

72-hour incident notice. In time for your own Form 8-K Item 1.05 assessment.

Everything your filing needs

  • Filing Assistant

    An AI agent that discusses your filing and helps carry out workflow steps.

  • AI-assisted XBRL

    Tag suggestions based on financial and disclosure context.

  • Transparent review

    Trace tags to the text and disclosures they represent.

  • Filing validation

    XBRL, EDGAR and submission issues found before filing.

  • Document preparation

    Word drafts into structured, EDGAR-ready filings.

  • Filing editor

    Edit the draft filing directly, with tags kept in place.

  • Versions and redlines

    Automatic version control. Compare any two versions as a redline.

  • Exhibits

    Prepared and managed as part of the filing workflow.

  • Section 16

    Forms 3, 4 and 5 on the same platform.

  • Schedule 13

    Beneficial ownership filings alongside other SEC submissions.

  • Typeset PDFs

    For review, board materials, investor relations and internal distribution.

  • EDGAR submission

    Transmit completed filings from the workspace under your credentials.

Pricing

Forms 3, 4 and 5 will always be free.

Charter Rate offer window closes December 31, 2027. The rate is locked through December 31, 2028 for subscriptions that remain continuously active.

BP-Free

$0

Free; no card required.

Start free
  • Unlimited Forms 3/4/5
  • One-time AI shadow-tag of your most recent 10-K, with diff and validation report (once per CIK)

Forms 3/4/5 will always be free.

BP-Current

$59/mo
Charter Rate

Billed monthly. List price $79/mo.

Choose BP-Current
  • Unlimited 8-Ks incl. earnings (fair use)
  • Press-release exhibit formatting
  • Section 16 ownership hub (reporting persons, equity plans, derivative balances)
  • EDGAR Next delegation configuration assistance (on your own EDGAR dashboard)

Monthly, billed in advance; cancel anytime, effective at the end of the billing month.

BP-Full

$3,800/yr
Charter Rate

Billed annually. List price $5,000/yr.

Or pay quarterly$1,050/qtr · list $1,375
Choose BP-Full
  • Everything: 10-K, 10-Q, proxy, 8-K, Section 16
  • AI-assisted iXBRL tagging (you review and approve every tag)
  • Roll-forwards
  • Unlimited users (fair use)
  • Registration statements and prospectuses
  • E-red typeset production

Annual, billed in advance; or four consecutive quarters, billed quarterly in advance, auto-renewing for successive four-quarter terms unless cancelled before the renewal date.

Prices exclude applicable taxes. No refund of the current billing period on cancellation. List prices may change on 30 days' notice, effective at the next renewal, and never during a Charter Rate lock. The Charter Rate lock ends on cancellation, downgrade or non-payment.

Intelligent filing starts here.

BluePrint brings AI, document preparation, XBRL, validation and SEC submission together in a single filing platform.

Prepare the filing. Understand the filing. Review the filing. Submit the filing.

Start free