Getting Started

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Getting Started Tools for SEC
FilingsSatish AppalakuttyFounder and CEO
18th International XBRL Conference
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About

• Who we are
• Founded in 2006, NeoClarus is dedicated to
  providing next generation of Financial Reporting
  solution in XBRL.
• What we do
• NeoClarus offers
• iFile for XBRL Creation and Filing
• iAudit for validating XBRL documents
• iParser for extracting key financial data from
  XBRL documents
• How are we different
• First to provide a web-based, self-service
  collaborative solution
• First to Auto-Tag Financial Statements for
  Financial Printers
• First to provide white-label product
• First to provide iAudit product for Auditors and
  Accountants

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NeoClarus Solution Overview
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Getting Started with NeoClarus

• Ease to get started with NeoClarus iFile
• iFile workflow is suited for collaboration
• iFile hides the complexity of XBRL
• Pinpoint errors and resolve the errors
• Download and publish the XBRL with ease.

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Login to the iFile
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White label ( Change it to your logo )
Secured Login
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Simple Configurable Workflow
Quick Shortcut Menu
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Upload ( Word, Excel and Web Services)
Simply Choose worksheet
Choose the context information
Automatic Parsing of Date context from Data
Provided
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Upload the appropriate taxonomy
Choose an Entry Point to taxonomy
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Create a Transformation ( Associate Source with
a target )
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Apply the context information by Type
Automatically
Automatic mapping / matching using Auto tags
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Extend ( When not able to find a match )
Search for a Concept
Attach a comment to a concept
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Link Source Attribute to the XBRL Concept
Click on Set a Footnote to create footnote
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Comprehensive Warnings and Errors. Click on the
errors to pinpoint the Concepts
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Publish the document to appropriate individual
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Click on the link to login as customer to review
the document
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Secure Login to Approve the document
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Review the document for correctness
Download XBRL Documents
Approve / Decline the document
Human readable Viewer, with the appropriate
concept/element IDs
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Getting started with XBRL is easy with NeoClarus!
Login to the iFile
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3 ways get started with NeoClarus

• iFile Turnkey
• iFile Self-service
• iFile Enterprise