Solutions for Accounting and Consulting
SUMAQ connects accounting and consulting firms to Intelligize+ AI™, a solution built to integrate accounting standards, market documents, and regulatory guidance in a single intelligent environment.
Your team works with more confidence, consistency, and responsiveness.
Connect technical knowledge with market intelligence and turn it into value for your clients
The work of financial consultants and accounting professionals requires technical command combined with fast, well-supported analysis.
Intelligize+ AI supports that journey by bringing together millions of SEC documents, accounting standards (FASB, PCAOB, AICPA, IFRS), comment letters, accounting analytics, and real market examples, all organized with rigor, precision, and proprietary technology.
With implementation and support from SUMAQ, your team uses this intelligence efficiently and securely, raising the quality of its deliverables.
Accounting standards applied in practice, with clarity and context
Intelligize+ AI connects technical standards to disclosures used by public companies, helping teams quickly understand how each rule translates into market practice.
Accounting policy disclosures are indexed by topic and subsection, making it easier to find specific examples, whether to update a note, review a financial report, or support a strategic recommendation.
Less time searching, more time analyzing
Find specific disclosure examples by topic
Update notes with market references
Review financial reports with greater agility
Support strategic recommendations with real data
Plain-language questions, answers backed by citations
Protégé™, the AI experience within Intelligize+ AI, lets your team ask conversational questions in plain language within SEC Filings and Agreements & Other Exhibits, refining as you go and generating structured, citation-backed answers.
Ask AI for ASCs brings that same plain-English simplicity to the FASB accounting codification. Ask about a specific ASC or ASU and get a targeted answer paired with real disclosure examples showing how companies have applied that standard in their filings, so your team moves from interpreting dense guidance to seeing it applied, without manually cross-referencing standards and examples.
Tools that transform accounting and consulting practice
Non-GAAP, Material Weaknesses, and Sensitive Topics
SEC disclosures and comment letters are classified with expert-developed taxonomies, enabling teams to find non-GAAP metrics, CAMs, material weaknesses, restatements, and accounting patterns in seconds.
Benchmarking and Peer Analysis
Compare companies, accounting practices, and financial narratives in just a few clicks. Advanced search tools and analytical matrices make it easier to compare Risk Factors, MD&A, Notes, and disclosure language.
Complete and Updated Platform
Navigate corporate disclosures, financial statements, earnings call transcripts, events, specialized LexisNexis® news, and emerging ESG and regulatory trends. Your team stays current even in sectors subject to frequent change.
SUMAQ Support and Implementation
Technology with specialized support and ongoing follow-up. Our specialists are ready to solve your most complex research challenges by email, phone, or live chat.
Technology with specialized support and ongoing follow-up
The fact that Intelligize+ AI is easy to use does not mean you will not need our help from time to time. Take advantage of our specialists' experience.
SUMAQ offers:
Complete technical implementation
Training for accounting and consulting teams
Portuguese-language support
Guidance for advanced and strategic platform use
Ongoing follow-up to ensure evolution and best practices
And, when needed, you can also rely on Intelligize's team.
The foundation behind every analysis
Intelligize+ AI is used by nearly 60% of Fortune 500 companies, 87% of Am Law 100 firms, and 100% of the Big Four.
17.9 million
indexed SEC documents
55,000+
accounting standards documents
2,000+
search filters
50%+
Fortune 500
87%
Am Law 100
100%
Big Four
With SUMAQ + Intelligize, your consultancy delivers stronger, faster, and better-supported analyses
If the goal is to raise the technical quality of your reports, offer more strategic analyses to clients, or increase precision in compliance practices, Intelligize+ AI delivers the depth your firm needs, and SUMAQ turns that capability into efficiency, clarity, and competitive advantage.
We are here to support your team at every stage of the process, strengthening your work and your clients' confidence.