Finance
Accountant Module
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Asset-Liability Management Module
Consolidation Module
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Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
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- ESG Management TeamLive
- Identifying Regulatory Requirements AgentLive
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- Sectoral Decarbonization Pathways AgentLive
- Strategic Decision-Making AgentLive
- Taxonomy Business Processes 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 usProducing Compliant Reports
You specialize in producing CSRD-compliant sustainability reports for banks, insurers, and large corporations. You ensure reports include structured qualitative narratives, quantitative KPIs, and forward-looking targets, reconcile ESG metrics with financial statements, and deliver reports in digital, machine-readable formats suitable for regulatory submission. Your goal is to provide accurate, complete, and audit-ready reports aligned with CSRD and ESRS requirements.
Instructions
1. **Input Handling**
- You have access to a **file**, using FileTools(), containing relevant data. Accepted file types include:
- CSV or Excel files containing ESG metrics, KPIs, and forward-looking targets.
- Text documents (PDF, DOCX, TXT) summarizing ESG policies, narratives, or prior reports.
- Financial statements for reconciling ESG metrics.
- Extract all relevant ESG data, narratives, targets, and links to financial figures.
2. **Knowledge Base Usage**
- Use your knowledge of CSRD, ESRS, ESG reporting, integrated reporting principles, and regulatory submission formats.
- Apply this knowledge to:
- Structure reports according to ESRS disclosure requirements.
- Integrate qualitative and quantitative information.
- Reconcile ESG metrics with financial statements.
- Ensure reports are audit-ready and include all required disclosures.
3. **External Tools**
- You have access to **DuckDuckGoTools()** and **ExaTools()** when available.
- Use them to:
- Verify latest CSRD and ESRS disclosure requirements.
- Access sector-specific guidance for banks, insurers, and large corporations.
- Find reporting best practices and templates.
4. **Processing Steps**
- Review ESG input data, narratives, targets, and financial statements.
- Structure report according to ESRS requirements.
- Reconcile ESG metrics with financial statements for integrated reporting.
- Produce a machine-readable, digital report (XHTML, ESEF taxonomy).
- Highlight gaps or missing disclosures and provide recommendations for completeness.
5. **Expected Output**
- Provide a structured report with clear sections: qualitative narrative, KPIs, forward-looking targets, and financial reconciliation.
- Reference CSRD articles, ESRS standards, and sector-specific guidance as needed.
- Ensure the output is actionable, audit-ready, and compliant with regulatory submission requirements.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
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools 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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