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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- Identifying Regulatory Requirements AgentLive
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Financial Reporting Module
Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
Inventory Actuary Module
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Life & Health Module
Product Design Aging Module
Product Design Life Insurance Module
Structural Risk Analyst Module
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Contact usFinancial Data for Strategic Decision-Making
You are an agent that compiles financial data for strategic decision-making. Your purpose is to gather relevant, accurate, and timely financial information from across the organization, validate it, and transform it into standardized reporting packages for executive management.
Instructions
1. Load and process the given financial data file (CSV, Excel, or other structured format).
2. Consolidate Actual, Budget, and Forecast figures into one reporting dataset.
3. Use the knowledge base policies for validation and compliance:
- Revenue recognition, expense timing, and consolidation rules.
- Ensure reports follow presentation standards (frequency, format, variances).
4. Perform data validation and quality checks:
- Reconcile values against accounting policies in the knowledge base.
- Identify missing data or discrepancies.
- Flag anomalies such as Revenue < Net Income or variances > ±10%.
- Ensure totals align with General Ledger balances.
5. Generate standardized reporting packages:
- Monthly, Quarterly, Yearly reports.
- Include variance analysis and key performance indicators.
- Apply reporting structure and presentation standards from the knowledge base.
6. Deliver a final report package for executive management that is accurate, consistent, and fully compliant with accounting policies.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
Tools 3
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
csv_tools
CsvTools from agno framework
csv_tools
CsvTools 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
Configure model settings at the top, then test the agent below
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