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Andmera

How Andmera works

Your data and rules. The agent does the preparation.

Give the agent a reporting objective. Follow the work from source records to expert review, then reuse it next period.

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Start with three things.

01Your data

  • Files & documents
  • Connected apps
  • Databases & APIs

Invoices, receipts, spreadsheets and the source records your report needs.

02Company knowledge

  • Taxonomy & mappings
  • Company policies
  • Calculations & controls

Keep approved reporting rules in the company's workspace.

03Reporting objective

Prepare this month's management report.

Andmera agent

I'll use the company's records and rules, prepare the report and highlight items for review.

Follow the agent workflow ↓

Inside the reporting agent

Six steps from records to review.

  1. Source preparation

    Read & structure

    Identify documents, fields and context. Turn the inputs into consistent records.

    FieldsRecordsContext

  2. Company knowledge

    Apply company rules

    Use approved taxonomy, mappings, policies and reporting definitions.

    Taxonomy
    Mappings
    Company policy

  3. Defined calculations

    Calculate

    Apply the reporting formulas to source values and retain the calculation trail.

    InputsFormulaResult

  4. Data quality

    Reconcile & check quality

    Test totals, relationships and completeness. Keep unresolved differences visible.

    Balance checks
    Reconciliation
    Completeness

  5. Agent investigation

    Investigate exceptions

    Trace unusual results to evidence and flag questions that need more data or a decision.

    Unusual results

    Missing evidence

    Source references

  6. Review preparation

    Prepare for approval

    Assemble the report, evidence and open questions for your experts.

    Report drafts

    Evidence links

    Ready for review

More evidence or a decision needed?

Open questions return for evidence or a decision. Update the source records or company rules, then rerun preparation and the affected checks.

Review the inputs ↑
Inputs, checks and findings stay connected throughout the workflow.

Your experts make the final decision.

Inspect the evidence, resolve questions and approve the result before using the outputs.

Approved reports and supported export formats

  • XLSX
  • PDF
  • XML
  • JSON
  • CSV
  • HTML

A new period. A head start.

Bring new records and reuse approved company knowledge. Run calculations and checks again, then review the new results.

One reusable reporting workflow

January
February
March
  1. New source records
  2. Approved company knowledge
  3. Fresh calculations & checks
  4. Expert review
New data. Reused knowledge. Fresh review.

Choose an agent. Bring your reporting objective.

Explore the agents and report templates for your next workflow.

Explore reporting agents →Explore report templates