Readiness, not acceptance
Every signal describes how prepared a filing is. The platform never claims a report is FEC-certified, accepted, or legally guaranteed.
April Quarterly (Q1)
Needs reviewCoverage Jan 1 – Mar 31 · Form F3X · readiness 68%
18 days
to prepare & review
Contribution limits
ReadyWithin limits
Donor disclosures
Needs review9 incomplete
Schedule coding
ReadyCoded
Validation
Blocked2 blocking rules
Filing artifacts
April Quarterly (Q1)
Due Apr 15 · Draft · in review
Year-End 2025
Due Jan 31 · Attested · handed off
Mid-Year 2025
Due Jul 31 · Receipt captured
Validation exceptions
Clear blockers before attestation · demo data
Track intake checks, disclosure review, schedule mapping, reconciliation, and attestation in one workspace — then export a versioned artifact your treasurer hands off.
The operating loop
Itemized receipts show employer, occupation, and address completeness inline, with gaps surfaced as review states instead of silent errors. Open an exception to see the owner, the evidence already gathered, and the next action — best-efforts requests included.
Schedule A · itemized receipts
Priya Nadeem
Coastline Design · Architect
Marcus Ellery
— · Consultant
Rosa Kwan
Kwan & Co · —
Theo Brandt
Under $200 · —
Exception · missing employer
Surfaces disclosure gaps for review. Completeness rules are jurisdiction dependent — it is not a legal determination.
Receipts, disbursements, loans, and debts land on Schedules A through E with counts and totals. When a schedule total drifts from its coded transaction sum, a mismatch banner points you to the line detail and FEC line codes to reconcile before validation.
Receipts
$142.6K
486 lines
Disbursements
$88.1K
213 lines
Loans
$5.0K
1 lines
Debts
$3.2K
4 lines
Independent exp.
$0
0 lines
Schedule B total is $120 above the coded transaction sum. Drill in to reconcile before validation.
Schedule B · line detail
Pick two versions and see added, changed, and removed entries side by side, with an unresolved counter that keeps open items in view. Reviewer notes stay attached to the diff, so the story of a filing is always on the record.
Receipt · Rosa Kwan $1,000 · Schedule A
Added
Ellery Consulting employer resolved
Changed
Duplicate disbursement · $640
Removed
Reviewer note
“Confirmed the removed disbursement was a duplicate import. Two disclosure gaps still open before we attest.” — Jordan A.
The treasurer certifies the report with a typed-name attestation and timestamp once validation passes. The platform produces a versioned artifact with a checksum for a person to submit through the official portal — then captures the confirmation receipt. Preparation and handoff, never regulator submission or acceptance.
Treasurer certification
I certify that I have examined this report and, to the best of my knowledge and belief, it is true, correct, and complete.
Typed name
Jordan Avery, Treasurer
Manual portal handoff
Prepares and versions the filing for a person to submit through the official portal. It does not file with or confirm acceptance by any regulator.
Every signal describes how prepared a filing is. The platform never claims a report is FEC-certified, accepted, or legally guaranteed.
Filing artifacts are exported for a person to submit through the official portal. Direct submission is only ever qualified to a channel you have explicitly enabled.
Typed-name attestation is captured with a timestamp, checksum, and preserved audit trail, so every certified filing has a record behind it.
Version diffs and exception drawers show what changed and what still needs resolution, with unresolved items counted until they clear.
Prepare, reconcile, review, attest, and hand off filing artifacts from one connected compliance workspace.