Welcome to the next generation

Lineos 2 reimagines disclosure management from the ground up, bringing powerful compliance and reporting capabilities directly inside Microsoft Word, Excel, and PowerPoint. Finance teams can now manage the entire disclosure lifecycle, from drafting and data queries to XBRL tagging and audit trails, without leaving the applications they already use every day. This guide walks through what has changed, what stays familiar, and why the next generation of disclosure management is built for the way your team actually works.

With Lineos, your finance team can:

Work natively inside Microsoft 365: The new add-in installs directly in Word, Excel, and PowerPoint, enabling teams to create report sections, manage dynamic variables, insert data queries, publish PDFs, and tag for XBRL compliance without ever switching applications.

Automate XBRL tagging with AI-assisted confidence scores: The XBRL Hub surfaces auto-suggested tags alongside concept names, values, and confidence scores, so teams can review, adjust, bulk-apply, and validate submissions entirely from within Word, eliminating manual tagging errors and saving hours each quarter.

Stay ahead of evolving compliance requirements: Out-of-the-box regulatory coverage spans SEC EDGAR Next, IFRS 2025, ESMA ESEF, EU ESG Final Taxonomy, and more, with milestone-based workflows that log every contributor action and make every version publishable and comparable, so your team is always audit-ready.

To see how Lineos can help your finance team get the job done accurately, on time, and with less stress, download our guide.