Financial-statement redaction is the removal of PII from accounts and their notes. Related-party notes cover directors and key management, because IAS 24 and ASC 850 require that disclosure. The filed accounts keep the detail. The copy you circulate in diligence does not have to.
When this applies
A bidder reviews three years of accounts, including the director-loan note. The filed version stays on the record, word for word. Clean the circulated copy before it enters the deal space.
How anonym.plus handles it
- Load the accounts into anonym.plus on your device.
- It flags names, IDs, and account numbers in the footnotes.
- The balance sheet and figures stay untouched.
- Swap or black out the confirmed PII.
- Save the clean document on your device.
What you need to provide
- The statements (PDF, XLSX, or DOCX).
- An operator (Replace keeps the notes readable).
- Optional allow-list to keep accounting terms.
PII entity types detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | director item → [DIRECTOR] |
| Org | ORGANIZATION | related party → [PARTY] |
| Finance | IBAN_CODE | bank account → [ACCOUNT] |
| Identifiers | NATIONAL_ID | auditor reg → [ID] |
| Contact | EMAIL_ADDRESS | finance email → [EMAIL] |
| Dates | DATE_TIME | signed 31 Dec → [DATE] |
Compliance achieved
- Keeps the related-party disclosure IAS 24 and ASC 850 require, minus the names.
- The filed accounts stay untouched; only the circulated copy changes.
- Keeps the figures whole for analysis.
- Fully offline — no cloud exposure of accounts.
Anonymize financial statements offline — see plans & start free →
Limitations & cautions
Related-party items can hint at one person even after the name goes. A lone director loan may still be traceable. Review such lines, since named-item checks cannot judge when a single figure gives a person away.
Frequently asked questions
Do I still have to disclose related parties?
Yes. IAS 24 and ASC 850 require that note in the filed accounts. Redaction applies to the copy you circulate, never to the statutory version.
Are the figures removed?
No. The balance sheet, profit, and notes stay. Only personal data like names and account numbers change.
Does it read spreadsheet accounts?
Yes. PDF and spreadsheet statements both work on your device.