Products / BluePrint

AI-Powered iXBRL Tagging
& Filing for SEC EDGAR

From Word document to EDGAR-ready filing — tagged, validated, and ready to submit. The full financial printer workflow, without the financial printer.

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EDGAR-conforming HTMLBookmarked PDF proofsVersion control & redlines6 validation layersFiling hub

Upload a Word document. Get back everything you need to file.

BluePrint handles the full financial printer workflow — document conversion, iXBRL tagging, validation, and production-ready outputs — in one platform.

EDGAR-Conforming HTML

Upload Word DOCX and receive SEC-compliant HTML preserving tables, footnotes, exhibits, and formatting.

AI-Powered iXBRL Tags

Automated taxonomy concept assignment across the entire filing, with human review for edge cases.

6-Layer Validation Report

Taxonomy compliance, calculation integrity, dimensional consistency, extension quality, prior-period drift, and SEC comment risk scoring.

Bookmarked PDF Proofs

Navigable, bookmarked PDFs for board review, counsel sign-off, and internal approval workflows.

Version Control & Redlines

Track every revision with full version history. Compare any two versions with Litera-grade redline output.

Filing Hub

Submit directly to EDGAR. Track filing status, manage amendments, and handle correspondence — without retaining a filing agent for routine submissions.

Four steps from Word document to EDGAR submission.

BluePrint replaces the multi-week financial printer cycle with a streamlined workflow you control from start to finish.

Upload

Upload your Word DOCX filing. BluePrint converts it to EDGAR-conforming HTML instantly.

Tag

AI assigns iXBRL taxonomy concepts across the filing. Returning filers benefit from prior-period intelligence for faster, more accurate results.

Validate & Review

Six validation layers check the filing. Review AI-assigned tags, approve or correct, and download bookmarked PDF proofs.

File

Submit to EDGAR from the filing hub. Track acceptance, manage amendments, and access filing history.

Quarterly filings build on your last one.

When you file a 10-Q, BluePrint carries forward verified tags from your prior quarter. Only sections with material changes need fresh review — cutting quarterly turnaround to a fraction of the annual effort.

Traditional approach

Re-tag the entire filing

Every quarter, same effort as annual

BluePrint

Review only what changed

Prior-quarter tags carry forward automatically

Performance you can plan around.

Validation layers

DOCX → HTML

Instant conversion

Seconds

Quarterly roll-forward

Timing depends on filing history

Returning filers with prior-period data see dramatically faster results — BluePrint leverages your filing history to accelerate tagging and reduce review effort. First-time filers start from scratch, with initial preparation taking up to 30 minutes for a full 10-K while BluePrint builds your filing profile. Subsequent filings are significantly faster.

BluePrint vs. the alternatives

See how BluePrint compares to filing agents, enterprise platforms, and manual in-house workflows.

	BluePrint	Filing Agent	Enterprise Platform	Manual / In-House
DOCX → EDGAR HTML	Instant	Days	Manual setup	Manual
iXBRL tagging	AI-powered	Human	Semi-automated	Manual
Quarterly roll-forward	Automatic	Manual	Partial	Manual
Pre-submission validation	6 layers	Basic QC	Varies	Arelle only
PDF proofs	Bookmarked	Yes	Varies	Manual
Version control & redlines	Litera-grade	Markup cycle	Varies	Manual
EDGAR submission	Filing hub	Full service	Some	DIY
Typical cost	See pricing	$10-50K/filing	$50K+/yr	Staff time

For complex transactions — IPOs, proxy statements, or specialized filings — a filing agent may still be the right choice. BluePrint handles the document production and XBRL tagging regardless of who submits to EDGAR.

Frequently Asked Questions

Getting started

What file formats does BluePrint accept?

BluePrint accepts Word DOCX files. Upload your filing document and BluePrint converts it to EDGAR-conforming HTML, preserving tables, footnotes, exhibits, and formatting.

How long does it take?

It depends on your filing history. Returning filers with prior-period data see dramatically faster results — quarterly roll-forwards complete in seconds. First-time filers start from scratch, with initial preparation taking up to 30 minutes for a full 10-K while BluePrint builds your filing profile. Subsequent filings are significantly faster.

Do I need to install anything?

No. BluePrint is a web application — you access it through your browser. There is nothing to install, configure, or maintain on your end.

Document conversion

How does the DOCX-to-HTML conversion work?

Upload your Word document and BluePrint produces SEC-compliant HTML that meets EDGAR formatting requirements. Tables, footnotes, headers, exhibits, and cross-references are preserved in the output.

Are my tables and footnotes preserved?

Yes. BluePrint preserves table structure including merged cells, nested tables, and alignment. Footnotes and endnotes are converted with proper anchoring and numbering.

Tagging & accuracy

How does AI tagging work?

BluePrint uses AI to assign iXBRL taxonomy concepts to each taggable element in your filing. The system draws on the US GAAP and SEC taxonomies, your prior filing history, and industry context to select the most appropriate concept for each value and disclosure.

What happens when the system is uncertain about a tag?

Elements where the AI has lower confidence are flagged for human review. You can review, approve, or correct any tag before filing. The system learns from your corrections to improve accuracy on future filings.

Can I review and correct tags before filing?

Yes. BluePrint provides a tag review interface where you can inspect every assigned concept, see alternative suggestions, and make corrections. No tags are submitted to EDGAR without your approval.

Validation

What do the six validation layers check?

The six layers are: taxonomy compliance (correct elements and attributes), calculation consistency (computed vs. reported values), dimensional analysis (axis-member relationships), extension quality (unnecessary custom elements), prior-period comparison (drift from previous filings), and SEC comment risk scoring (patterns that historically draw staff comments).

How is this different from Arelle?

Arelle performs XBRL technical validation — checking that your filing is well-formed XML. BluePrint includes Arelle-equivalent validation plus five additional layers that catch semantic issues Arelle cannot: calculation inconsistencies, dimensional violations, extension quality problems, prior-period drift, and SEC comment risk patterns.

What is comment risk scoring?

BluePrint analyzes your tagged filing against historical patterns of SEC staff comment letters. Elements and disclosures that match patterns frequently questioned by the SEC are flagged with a risk score, giving you the opportunity to strengthen your disclosure before filing.

Version control & proofs

How does version control work?

Every revision of your filing is tracked with full version history. You can view, compare, or restore any prior version at any time during the filing process.

What are the redline comparisons?

BluePrint produces Litera-grade redline output comparing any two versions of your filing. This is the same quality standard used by law firms and financial printers — showing insertions, deletions, and moved text with professional formatting suitable for board review or counsel sign-off.

How do PDF proofs work?

BluePrint generates bookmarked PDF proofs of your filing at any point in the process. Bookmarks provide navigable section-level access for reviewers. These PDFs are designed for board packages, audit committee review, and counsel approval workflows.

Filing

Can I file directly to EDGAR from BluePrint?

Yes. The filing hub lets you submit your completed filing directly to EDGAR, track acceptance status, and manage amendments — without retaining a filing agent for routine submissions.

Do I still need a filing agent?

For routine 10-K and 10-Q filings, BluePrint can replace the filing agent workflow entirely. For complex transactions — IPOs, proxy statements, or specialized filings — a filing agent may still be appropriate. BluePrint handles the document production and XBRL tagging regardless of who submits to EDGAR.

What forms does the filing hub support?

The filing hub supports 10-K, 10-Q, and 8-K filings, as well as their amendment forms (10-K/A, 10-Q/A, 8-K/A). Support for additional form types including 20-F, S-1, and Section 16 forms is available or in development.

Pricing & plans

How much does BluePrint cost?

BluePrint offers subscription plans based on filer category. Visit our pricing page for current plan details and pricing.

Is there a free trial?

Yes. You can sign up and prepare a filing to experience the full workflow — document conversion, AI tagging, validation, PDF proofs, and redlines — before committing to a subscription.

Ready to replace your financial printer?

Upload a Word document and get EDGAR-conforming HTML, iXBRL tags, a validation report, bookmarked PDF proofs, and Litera-grade redlines.