A smarter solution for the FERC XBRL mandate.

XBRLworks is a cloud solution for creating XBRL forms with a simple interface and support for full collaboration.

Manage projects, collaborate with teams, and download completed XBRL documents, without ever writing a line of XBRL code or hand-tagging a document. With XBRLworks, there's no fiddling with form templates or worrying about formatting your spreadsheets.

Everything you need to complete your FERC XBRL filing is right at your fingertips.
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We believe filing XBRL reports to the FERC should be easy and affordable. Your job is to gather your data from your systems. Let XBRLworks handle the rest.

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Forms and Form Editing
  • XBRLworks supports all FERC forms covered by the XBRL mandate (1, 1F, 1Q, 3, 3Q, 6, 6Q, 60, and 714)
  • All form data is presented in a simple HTML form interface
  • Footnotes to be included in the final XBRL can be attached to each field with support to automatically convert an uploaded document to an XBRL acceptable format
  • Import tools will take data from Excel, CSV or other databases and add it to tables on your form
Tasks and Workflow
  • Full task features include tools to assign any number of tasks to you or to your teammates
  • Comments and actions are kept with each task so you can maintain a history of each task
  • Users can set priorities, statuses, and deadlines for each task; tasks with upcoming deadlines will be listed on your dashboard when you log into the site
  • Tasks can be created for a project or even for a particular form page for a project
Team Collaboration
  • Projects can be shared with other users who only need to create a free account to work with you on any number of forms
  • Users can create multiple teams and assign each project to the appropriate team; only team members will have access to the projects assigned to them
  • Private comments can be attached to each form field within your projects to store notes for your team
Proofing
  • XBRLworks can generate proofs in HTML and PDF that match the look of the document proofs available on the eForms System
  • Users can proof entire projects or single pages using either XBRLworks custom proofs or the FERC renderer
  • For users that prefer electronic review, teams leaders can invite reviewers to view, collaborate, and add comments within the XBRLworks editing environment
  • Proofs can be created without filing to the eForms System
Other Features
  • Full revision tracking maintains a history of each change made to each page of your projects
  • Users can lock individual form pages or entire projects to prevent team members from editing the contents of the page
  • Validation helps ensure XBRL data is correct prior to download
  • Downloaded XBRL documents can be filed as-is with no additional editing or preparation required
Industry-Leading Customer Service
  • Call Monday-Friday, 9-6 Eastern for immediate help from one of our experts
  • Partner with a development team that truly listens to and addresses the needs of clients with regular updates to improve tools, add new features, and correct issues
  • Rapid response to updates to changes from the FERC
  • Emergency 24/7 support offered as a service

Learn more about FERC XBRL and XBRLworks by contacting us for a free presentation.

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