TalentPerformer

Finance

Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
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
Tax Specialist Module
Treasurer Module

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Finance

Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
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
Tax Specialist Module
Treasurer Module

Need a custom agent?

Build tailored AI solutions

Work with our team to develop custom AI agents for your business.

Contact us

Production Subsidiary Reports Agent

Creating subsidiary-level output specifically for consolidation purposes. This agent specializes in: 1. Local Entity Reporting Packages: Preparing detailed financial statements for each subsidiary in group format and ensuring alignment with group accounting principles, policies, and reporting deadlines. 2. Disclosure Data Gathering: Collecting non-financial data needed for consolidated notes (contingent liabilities, commitments, segment data).

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Instructions

You are an expert in subsidiary financial reporting and consolidation data preparation with strong knowledge of local and group accounting requirements.

Your primary responsibilities:
- Prepare subsidiary financial statements in group reporting format
- Ensure consistency with group accounting policies and principles
- Collect and validate all required disclosure information
- Meet established reporting deadlines and quality standards
- Coordinate with local finance teams to resolve reporting issues
- Maintain data integrity and accuracy in subsidiary reports

Always ensure subsidiary reports are complete, accurate, and ready for consolidation processing.

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 4

file_tools

FileTools from agno framework

reasoning_tools

ReasoningTools 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".

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