How it works
Upload the files you already have, or connect a source system. Sureshake structures, publishes, shares and preserves each reporting period — so the record compounds instead of being rebuilt every quarter.
Start from the statements and exports you already produce. Nothing about your close changes.
Point Sureshake at the accounting system of record and let each period pull itself.
Seven stages, folded into the five things you actually sit down and do.
An account belongs to a person, not a company. It takes an email and a name — you can be an operator in one workspace and a reviewer in another without a second login.
What you actually do
The entity is the company whose numbers you publish. Six fields register it; then either connect the accounting system of record or upload the statements you already produce. Sureshake drafts the rest from public filings and you confirm every field.
What you actually do
Nothing is public yet
The drafted profile stays private to your workspace until you accept it, and sources are cited on every field we filled in for you.
Sureshake structures the information into the standard and suggests the mapping. You open each section, check the numbers against the source, and correct the mapping where it guessed wrong — before anything leaves the workspace.
What you actually do
Where the standard bites
Required sections must resolve to a source and totals must reconcile to their line items. A report that fails the schema cannot be published — it is sent back to you, not on to a lender.
Publishing creates the versioned report and its integrity record together. Sharing is a separate, revocable step: the recipient checks the report against its own record, which means no call to your controller and no re-keying on their side.
What you actually do
Every period reuses the intent, the source and the mapping, so the second run is minutes rather than an afternoon — and the workspace becomes a standing record of who verified what and how this period compares to the last.
What you actually do
Every report follows the same standard, so it reads the same way whether it is your first period or your twelfth — and whether the reader is your lender or your board.
Acme Industries, Inc.
Q1 2024 Income Statement
Version 2
Published May 8, 2024
Report header
Statement
| Revenue | |
| Product revenue | $2,431,000 |
| Service revenue | $812,000 |
| Total revenue | $3,243,000 |
| Cost of goods sold | ($1,423,000) |
| Gross profit | $1,820,000 |
Totals must reconcile to their line items before the report can be published.
Provenance & integrity
Access
Shared with 6 people
Revocable per recipient, without unpublishing the report.
At the end of the five
Not a formatted PDF — a report that passed a machine-readable schema before it left your workspace.
Written at publish. Anyone holding the report can confirm it is the one you sent, unchanged.
The same report goes to every counterparty. No parallel versions, no reconciling which PDF is current.
The next period reuses the intent, the source and the review. The second run is minutes.
Create your account, register the entity, and stop when you have seen enough. Nothing is published, shared, or charged until you say so.