Help Shape the Future of Accounting & Financial Reporting Intelligence
Rationale IQ is inviting a select group of accounting and financial reporting professionals to participate in our pilot program — evaluating the platform within actual accounting and financial reporting workflows and helping shape AI-powered financial reporting solutions.
What Is the Rationale IQ
Pilot Program?
The Rationale IQ Pilot Program is designed to provide accounting and financial reporting professionals with early access to the platform while enabling our team to gather practical feedback from actual reporting environments.
Participants will evaluate how Rationale IQ supports disclosure quality, technical accounting analyses, accounting research, and financial reporting workflows — while providing feedback that directly influences future platform capabilities.
The pilot program will initially be limited to a select number of companies to ensure a collaborative, highly supported experience.
participants
focused collaboration
Who Is the Pilot Program
Designed For?
We are seeking companies that regularly prepare, review, or support financial reporting and technical accounting activities.
Public Companies
Companies responsible for preparing SEC filings and periodic financial reports, including quarterly reports (10-Q) and annual reports (10-K).
Pre-IPO Companies
Companies preparing for future public company reporting requirements and seeking to strengthen their accounting and financial reporting processes ahead of market entry.
Private Companies
Companies with complex accounting and financial reporting needs seeking to improve the quality, consistency, and defensibility of their financial reporting and technical accounting processes.
Pilot Program Objectives
The pilot is designed to evaluate how Rationale IQ supports accounting and financial reporting professionals across several critical workflows.
Disclosure Adequacy Analysis
Evaluate workflows designed to identify potential disclosure gaps, enhancement opportunities, and required disclosure considerations by comparing disclosures against applicable accounting guidance.
Peer Benchmarking Analysis
Evaluate workflows designed to compare disclosures against selected public company filings to better understand reporting practices, disclosure trends, and industry expectations.
SEC Comment Letter Analysis
Evaluate workflows designed to identify disclosure areas that may warrant additional attention based on historical SEC comment letter themes and reporting trends.
Accounting Position Memo Drafting
Evaluate workflows designed to support accounting research, technical accounting analyses, and the preparation of well-supported accounting position memoranda.
Benefits of Pilot Participation
Evaluate Emerging Technology
Explore how AI-powered accounting and financial reporting intelligence can enhance disclosure quality, technical accounting analyses, accounting research, and financial reporting workflows.
Provide Direct Feedback
Provide feedback that helps shape the desired platform features and future enhancements, with direct access to the Rationale IQ product team.
Improve Reporting Quality & Efficiency
Evaluate opportunities to improve the quality, consistency, efficiency, and defensibility of accounting analyses and financial reporting processes.
Collaborate with the Product Team
Work directly with the Rationale IQ team throughout the pilot program and contribute to the evolution of future platform capabilities.
Early Access
Gain early access to platform capabilities before general commercial availability, with priority consideration for favorable launch terms.
No Cost to Participate
Pilot participation is provided at no cost to selected participants. Our objective is to collaborate to evaluate the platform before commercial launch.
What We Ask from Pilot Participants
To ensure a productive pilot experience, participating companies should be prepared to:
Designate Key Users
Identify individuals who will actively evaluate the platform during the pilot period and serve as primary points of contact with the Rationale IQ team.
Use Actual Reporting Scenarios
Provide feedback based on actual accounting and financial reporting workflows whenever practical and appropriate within your organization.
Share Improvement Suggestions
Provide candid feedback regarding platform functionality, usability, desired features, and opportunities for future enhancement.
Pilot Participation Selection
To maintain a collaborative pilot environment and provide meaningful support to each participating company, pilot participation will be limited.
Selection considerations may include:
- Company type and reporting structure
- Reporting complexity
- Industry representation
- Anticipated platform use cases
- Commitment to providing meaningful feedback
Application ReviewOur team reviews your submission for fit and reporting scope.
Qualification DiscussionSelected applicants are invited to a brief introductory call.
Participant ConfirmationFinal participants are confirmed and onboarding is scheduled.
Platform AccessAccess, credentials, and onboarding details are provided upon pilot commencement.
Frequently Asked Questions
Is there a cost to participate in the pilot?
No. Participation in the Rationale IQ Pilot Program is provided at no cost to selected pilot participants. Our objective is to collaborate with accounting and financial reporting professionals to evaluate the platform, gather practical feedback, and refine future platform capabilities before commercial launch.
When will the platform be commercially available?
Commercial launch is currently targeted for Q4 2026 following completion of the pilot program.
Will pilot participants influence future product development?
Yes. Participant feedback is expected to play an important role in shaping future platform functionality, desired features, workflows, and overall user experience.
Who should submit an application?
Accounting and financial reporting professionals responsible for SEC filings, financial reporting, or technical accounting activities are encouraged to apply.
Can more than one person from a company participate?
Yes. Companies may designate multiple users depending on the scope of their pilot participation and internal evaluation objectives.
How do I know if my company is a good fit?
If your team regularly prepares, reviews, or supports SEC filings, financial statement disclosures, or technical accounting analyses, we encourage you to apply. Our team will evaluate fit during the review process.
Apply for Pilot Participation
Thank you for your interest in the Rationale IQ Pilot Program. Please complete the form below. A member of our team will review your application and contact you regarding potential participation.
Submit Your Application
Help Shape the Future of
Accounting & Financial Reporting Intelligence
We are excited to collaborate with accounting and financial reporting professionals who share our vision of improving the quality, consistency, efficiency, and defensibility of financial reporting through the thoughtful application of artificial intelligence and accounting expertise.