Disclosure Management
Every disclosure deadline,
met inside Microsoft Office
Lineos brings the entire disclosure lifecycle inside Word, Excel, and PowerPoint — no new platform, just the applications your team already knows.
3
Microsoft 365 apps supported
2
SEC & ESMA ESEF filing types
1
Unified workflow, data to filing
Built for the Office of the CFO
One product for every step of the cycle
Work inside Microsoft Office
Lineos installs directly in Microsoft Word, Excel, and PowerPoint. Create sections, manage dynamic content, insert data queries, review reports, publish PDFs, and tag for XBRL compliance without leaving the Office applications your team already uses.
AI-assisted XBRL tagging
The XBRL Hub suggests tags from your report content, each with a concept name, value, and confidence score for you to review. Explore alternatives, apply high-confidence tags in bulk, and validate before submission — all inside Word.
Structured workflows & audit trail
Milestone-based workflows replace email approval chains. Contributors, reviewers, and approvers are named, every action is logged, and every version is published and comparable.
Live data, always current
Connect data sources once and create reusable variables. Every number in every document updates from its source automatically, eliminating copy-paste errors and version confusion.
Connected to the tools you use
Native Microsoft 365 integration
A Lineos ribbon tab appears inside Word, Excel, and PowerPoint. Disclosure activity streams into Microsoft Teams, keeping the team aligned.
Multiple jurisdictions, one consistent process
Lineos covers SEC EDGAR and ESMA ESEF filing types within one process, so you're not tracking taxonomy updates across disconnected systems.
Built for the whole finance team
Word & ExcelFinancial Analysts & Report Authors
Work in Word and Excel. Insert live data variables, build report outlines, tag for XBRL compliance, and publish revisions.
WorkspacesFP&A Managers & Disclosure Leads
Create and own workspaces. Build workflows with named milestones, manage data queries, and track progress in real time.
Audit logControllers & Finance Admins
Full visibility across all workspaces. Manage user access, roll forward reports, and view the complete audit log.
