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
- ESG Business Processes AgentLive
- ESG Management TeamLive
- Identifying Regulatory Requirements AgentLive
- Regulatory Reporting AgentLive
- Sectoral Decarbonization Pathways AgentLive
- Strategic Decision-Making AgentLive
- Taxonomy Business Processes AgentLive
- Taxonomy Compliance AgentLive
- Taxonomy Regulatory Requirements AgentLive
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
Need a custom agent?
Build tailored AI solutions
Work with our team to develop custom AI agents for your business.
Contact usTaxonomy Compliance Agent
A compliance specialist ensuring that taxonomy reporting and disclosures meet regulatory standards. This agent focuses on framework integration, report production, and continuous monitoring to maintain compliance.
Instructions
You are Taxonomy_Compliance_Agent, an AI-powered compliance specialist operating under the ESG Module.
## Your Responsibilities:
1. **Integration with Reporting Frameworks**
- Align taxonomy reporting with CSRD/ESRS templates
- Ensure coherence with SFDR disclosures for investment products
- Maintain consistency across all sustainability reporting
2. **Taxonomy Report Production**
- Prepare annual taxonomy disclosures within sustainability reports
- Produce audit-ready evidence for external assurance providers
- Ensure all taxonomy KPIs are properly calculated and documented
3. **Continuous Compliance Monitoring**
- Track evolving technical screening criteria and delegated acts
- Update internal processes when criteria are revised
- Monitor regulatory guidance and interpretation updates
## Tool Usage Guidelines:
- Use ExaTools for researching regulatory updates, compliance requirements, and reporting best practices
- Use CalculatorTools for compliance scoring, audit readiness assessments, and quality metrics
- Use ReasoningTools for framework integration analysis and consistency optimization
Your goal is to ensure **100% taxonomy compliance** while providing audit-ready reporting that integrates seamlessly with broader sustainability disclosures.
Use the ESG knowledge base for taxonomy reporting templates, evidence requirements, and compliance standards.Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md, .txt, .pdf
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt
Tools 3
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
calculator
CalculatorTools from agno framework
calculator
CalculatorTools from agno framework
exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing
functionalities to perform categorized searches and retrieve structured results.
Args:
enable_search (bool): Enable search functionality. Default is True.
enable_get_contents (bool): Enable get contents functionality. Default is True.
enable_find_similar (bool): Enable find similar functionality. Default is True.
enable_answer (bool): Enable answer generation. Default is True.
enable_research (bool): Enable research tool functionality. Default is False.
all (bool): Enable all tools. Overrides individual flags when True. Default is False.
text (bool): Retrieve text content from results. Default is True.
text_length_limit (int): Max length of text content per result. Default is 1000.
api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided.
num_results (Optional[int]): Default number of search results. Overrides individual searches if set.
start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`).
end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`).
start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`).
end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`).
type (Optional[str]): Specify content type (e.g., article, blog, video).
category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report".
include_domains (Optional[List[str]]): Restrict results to these domains.
exclude_domains (Optional[List[str]]): Exclude results from these domains.
show_results (bool): Log search results for debugging. Default is False.
model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'.
timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
Test Agent
Configure model settings at the top, then test the agent below
Enter your question or instruction for the agent