Build your own SEC workpapers vs The Monday Filer
Every 10-Q and 10-K workpaper in one set: cash flow, equity, account and footnote support, tax, EPS, debt, leases, expense disaggregation, non-GAAP, earnings release, SOX controls and filing management. Here's an honest look at when building your own makes more sense.
Side by side
| Build your own | The Monday Filer | |
|---|---|---|
| Coverage | Whatever you have time to build, usually one workpaper at a time | Sixteen Excel workpapers and trackers plus a Word procedures manual covering the full 10-Q / 10-K cycle |
| Cost | Your team's time | $69 one-time for the templates ($89 with the playbook) |
| Roll-forward | Depends on how you build it | Change one Period end cell on Setup; headers, dates and report type update, and leftover entries are flagged STALE |
| Tie-outs and conclusion | You design the checks | Each workpaper ends in a summary tie-out and a conclusion box that stays NOT READY until every count is zero |
| Fit to your company | Exact: built around your chart of accounts and process | Generic and white-label; you map your own captions and fill in your own numbers |
| Macros | Your choice | None: ordinary Excel formulas only |
| Upkeep | Yours | Free updates for buyers; you still own reviewing them against your process |
When building your own is the better choice
- You already have workpapers your auditors know and your team trusts.
- Your process depends on a specific system export or layout the templates don't match.
- You only need one workpaper and enjoy building it.
Estimate your own time
We don't publish "hours saved" figures because every team is different. Put in your own estimates below. Nothing is preset from our data, and nothing you enter leaves your browser.
This is your own estimate, not a measured result. It leaves out ongoing upkeep on both sides and the time you'll still spend mapping and reviewing the templates for your company.
Try before you decide
Join the free list for the full Statement of Cash Flows workpaper, the same file that's in the paid set. Then see pricing and the FAQ.
Not legal or accounting advice. Prices in USD.