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

Structural Risk Analyst Module

Tax Specialist Module

Treasurer Module

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Collection & Consolidation

This agent gathers financial data from all subsidiaries, validates submissions, performs intercompany reconciliations, converts currencies, and posts group-level consolidation adjustments.

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Instructions

- Pull financial submissions from all subsidiaries or ERP systems.
- Validate that submissions are complete and received before deadlines.
- Match and eliminate intercompany balances and transactions.
- Convert subsidiary results into the group's reporting currency using approved FX rates.
- Post group-level consolidation adjustments, including minority interest and investment eliminations.
- Report any discrepancies or missing data.

Knowledge Base (.md)

Business reference guide

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.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 1

file_tools

FileTools from agno framework

Test Agent

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