Financial reporting tie-out files are manually created using screenshots and manual callout boxes, making the process time-consuming and organization-dependent.

Current process uses Workiva screenshots and manual annotations in separate tie-out files, lacking automated linking between financial statements and support, and requiring manual arrows/boxes.

Severity

2Mild

Willingness to Pay

implied

Added

Jul 8, 2026

Workarounds Described

pull a screenshot from Workiva and provide support in following tabs
manual call out references boxes and arrows within tie outs

Implied Software Gaps

Automated tie-out file generation with live data links instead of manual screenshots
Smart annotation tools that auto-place callout boxes and arrows based on report structure

App Concept

TieOutSync

TieOutSync automates tie-out file creation by linking live financial statement data with supporting documents. It eliminates manual screenshots and callout boxes by auto-generating cross-references and annotations, keeping everything organized and in sync. Auditors and accountants save hours per filing while ensuring accuracy.

Key Features

Auto-generate tie-out files with live links to financial statements
Automated callout boxes and directional arrows based on cross-references
Centralized support management tabbed by footnote or area
Real-time sync with Workiva and other reporting platforms

Target Users: Accountants and financial reporting managers at public companies of all sizes

Revenue Model: $99/mo per user SaaS subscription with enterprise tiers

Existing Solutions Mentioned

Workiva

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