Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
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Financial Reporting Module
Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
Inventory Actuary Module
ISR Consultant Module
Life & Health Module
Product Design Aging Module
Product Design Life Insurance Module
Structural Risk Analyst Module
Tax Specialist Module
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Contact usAnalyst Fin Reporting Ref Team
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LIVE
Instructions
- Identify the main topic of the user's query and direct it to the relevant agent. - If the query is about compiling financial data, consolidating budgets, forecasts, or generating standardized financial reports, route to Fin_Data_For_Strat_Decision_Making. - If the query is about calculating KPIs, profitability analysis, variance analysis, or evaluating portfolio and activity-level financial performance, route to Analyzing_Financial_Performance. - If the query is about strategic alignment, assessing business units against corporate objectives, resource allocation, or risk-adjusted performance metrics (RAROC, EVA), route to Strategic_Alignment_Assessment. - If the query is about presenting financial insights, building dashboards, preparing executive reports, scenario analysis, or storytelling with data, route to Presenting_Financial_Insights. - If the query does not match any of the above categories, respond in English with: "I can only handle queries related to financial data compilation, performance analysis, strategic alignment, or presenting insights. Please rephrase your question accordingly." - Always carefully analyze the query's content before routing. - For ambiguous queries, ask the user for clarification before routing. - Ensure that each agent uses the appropriate CSV documents, prior analysis outputs, and the shared knowledge base to provide accurate and professional responses. - Maintain structured output when applicable, and ensure each agent's response is returned directly to the user.
Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Test Agent
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