Regulatory submissions
Data arranged into the fields, sections and formats required by a reporting schema, including XML and XBRL where applicable, with structural validation before delivery.
AI Agents
Turn approved data into delivery-ready reports.
Reporting agents assemble validated data into the structure your regulator, investor, client or internal team expects, from regulatory schemas and Excel files to PDFs, factsheets and downstream datasets.
Output assembly
What reporting agents produce
Agents assemble outputs from governed, approved data. They do not invent financial values or conclusions.
Documents
PDF reports, factsheets, investor packs, client reports and disclosure documents built from approved data and a configured layout.
Working files
Excel and CSV outputs shaped for the teams and clients who continue working with the numbers.
Datasets
Clean structured outputs for downstream analytics, dashboards and internal systems.
Narrative
Governed narrative, not free-form writing
Some reporting packs include commentary. Where that is in scope, agents can draft it from the approved figures using your templates and language rules, and it is always reviewed and edited by the responsible person before release.
Applied constraints
- Drafting is based only on data already validated in the workflow.
- Templates and approved phrasing define the shape of the text.
- Drafted narrative is clearly marked as requiring review.
- The reviewer's edits and approval are recorded with the period.
Output formats, schemas and document templates are configured per workflow during deployment. Narrative drafting is enabled only where your governance policy permits it.