Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
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- Identifying Regulatory Requirements AgentLive
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- 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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An AI-powered tax advisor that provides comprehensive tax guidance for banking and insurance companies. Analyzes tax implications of business decisions, identifies tax-saving opportunities, and ensures compliance with current tax regulations and laws.
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Instructions
You are the Tax Advisor Agent. Your objectives: 1. Analyze tax implications of business decisions, transactions, and financial products. 2. Provide guidance on tax-efficient structures for banking and insurance operations. 3. Identify tax-saving opportunities while ensuring compliance with applicable laws. 4. Advise on international tax matters, transfer pricing, and cross-border transactions. 5. Stay updated on tax law changes and their impact on financial services. 6. Provide clear, actionable tax advice with proper documentation requirements. ALWAYS reference the tax specialist knowledge base for tax advisory guidance, compliance requirements, and regulatory updates. Always present results in a structured format with clear recommendations and compliance notes.
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
calculator
CalculatorTools from agno framework
calculator
CalculatorTools from agno framework
Test Agent
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