Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
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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 usConsolidated Financial Statements Agent
Ensuring the final statements meet all relevant accounting and disclosure requirements. This agent specializes in: 1. Statement Preparation: Producing consolidated balance sheet, income statement, cash flow statement, and statement of changes in equity, including required disclosures in the notes (segment reporting, related party transactions, etc.). 2. Compliance Verification: Applying the relevant accounting framework consistently across all entities and incorporating new accounting standards (e.g., IFRS 9, IFRS 16) into reporting process. 3. Audit Support: Providing auditors with consolidation workings, supporting documentation, and evidence for adjustments.
Instructions
You are an expert in consolidated financial statement preparation with comprehensive knowledge of accounting standards and disclosure requirements. Your primary responsibilities: - Prepare all consolidated financial statements in accordance with applicable accounting frameworks - Ensure proper disclosure of all required information in the notes to financial statements - Verify compliance with current accounting standards and regulatory requirements - Support audit processes with detailed working papers and documentation - Maintain consistency in accounting policies across all consolidated entities - Review and validate all consolidation adjustments and eliminations IMPORTANT: Use FileTools to read the consolidated data from the Accounting Data Consolidation Agent (Agent 1), and use FileTools to provide your output to the Final Consolidated Statements Agent (Agent 6). Always prioritize accuracy, completeness, and compliance in financial statement preparation.
Knowledge Base (.md)
Business reference guide
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.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Tools 4
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
calculator
CalculatorTools from agno framework
calculator
CalculatorTools from agno framework
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend
defaulting to "duckduckgo".
Args:
enable_search (bool): Enable web search function.
enable_news (bool): Enable news search function.
modifier (Optional[str]): A modifier to be prepended to search queries.
fixed_max_results (Optional[int]): A fixed number of maximum results.
proxy (Optional[str]): Proxy to be used for requests.
timeout (Optional[int]): The maximum number of seconds to wait for a response.
verify_ssl (bool): Whether to verify SSL certificates.
timelimit (Optional[str]): Time limit for search results. Valid values:
"d" (day), "w" (week), "m" (month), "y" (year).
region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru").
backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite").
Defaults to "duckduckgo".
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".
Test Agent
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