Who Uses Calcbench?

Calcbench has been in business for over 15 years. In addition to working with government agencies, including the SEC, Calcbench is trusted by buy-side and sell-side firms, leading academic and research institutions, top accounting, auditing, tax and advisory firms, valuation, and Fortune 100+ firms. Calcbench clients collectively manage more than $20 trillion in assets.

Calcbench is also proud to partner with the CFA Institute to offer its members free access to financial data from 10-Ks, 10-Qs, and more.

Read how some of our clients are using Calcbench:

Q&A with Professor Lisa Koonce, University of Texas at Austin
Shop Talk with Tee Duncan, Partner, Grant Thornton
Interview with Collin Morrison, CFA Institute Member, Credit Analyst, and API User

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To prepare for conversations with engagement teams, I use Company-in-detail to refresh my understanding of what has happened last quarter and how a client is trending year-over-year. Calcbench's Interactive Disclosures gives me the ability to perform detailed searches in public filings, including disclosures for new accounting standards or industry-specific disclosures, SEC comment letters on certain topics, or Critical Audit Matters in auditor opinions.

Tee Duncan, partner
Grant Thornton

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Calcbench collects and provides unique data that is not available elsewhere. I have relied on XBRL data from Calcbench to conduct my research. As a result, I was able to construct a unique and interesting measure of accounting complexity.

Rani Hoitash, Ph.D.
Gibbons Research Professor of
Accountancy
Bentley University

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I brought my reporting team in my office, logged into Calcbench…and within 5 minutes, found filers, the tags used and how they presented it in their financials. Armed with the examples, our controller bought into our recommendation, and our auditors quickly followed suit. In the past, they would have spent a few hours hunting and pecking trying to find examples. And utilizing your tool got us past this sticking point, enabling us to hit our aggressive filing deadline.

FP&A Director,
Aerospace and Defense Manufacturer

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Calcbench has been a real benefit for our fundamental analysis research. It’s easy to use, but also extremely useful for accessing complicated footnote data.

Trevor S. Harris, Ph.D.
Arthur J. Samberg Professor of
Professional Practice
Columbia Business School
Former Vice-Chairman, Morgan
Stanley

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The biggest value we get from Calcbench is gaining better access to hard-to-find footnote data that we use in our research. Calcbench is making great strides in how industry can leverage XBRL data to improve access to valuable financial information, and we are pleased to be working with them.

David Zion,
Zion Research Group LLC

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XBRL Will Change Your Research Analyst Life.

Enterprising Investor Blog
CFA Institute