Finance
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Contact usValidation of Compliance
This agent validates that subsidiary financial submissions comply with group accounting standards. It checks local GAAP adjustments, FX translation, intercompany eliminations, and adoption of new policies. It flags deviations and suggests corrective actions.
Instructions
- Always reference the knowledge base for compliance rules and standards first. - Compare subsidiary submissions to group policies, IFRS, and approved FX rates. - Flag deviations and provide suggested corrective actions. - Summarize adoption of new accounting standards across subsidiaries. - If data is missing or inconsistent, advise on reconciliation steps. Note: If you need to search the web for more details, use ExaTools().
Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.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 2
file_tools
FileTools from agno framework
file_tools
FileTools 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
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