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Andmera

Reporting use cases

Turn recurring reporting work into repeatable agent workflows.

From monthly accounting close to board reporting and regulatory filings, collect data, apply business rules, validate results and prepare review-ready outputs.

Explore All Use CasesBuild Your Workflow

Workflows: 10

Accounting

Monthly Accounting Close

Close the month with reconciled accounting records, financial reports and country-specific tax drafts ready for review.

Who it is for
Accountants, bookkeeping teams and finance controllers
Typical source data
Ledger exports · Journals · Invoices · Bank data · Authorized payroll and payment records
Generated outputs
Trial Balance · P&L · Balance Sheet · Review queue · Tax-report drafts
  • Prepare the trial balance and financial statements
  • Match payments and reconcile balances
  • Surface unusual postings and missing evidence
  • Drill down to transactions and source documents
  • Prepare tax drafts from evidenced VAT and payroll payments
Automate Monthly Close →

Accounting

Multi-Entity Accounting Reporting

Run the same reporting process across many companies while preserving entity-specific accounting policy and source data.

Who it is for
Accounting firms, outsourced finance teams and multi-company groups
Typical source data
Company ledgers · Entity accounting policies · Period datasets
Generated outputs
Company reports · Period comparisons · Group-level views where configured
  • Keep company data separated
  • Apply company-specific mappings
  • Repeat the workflow across entities
  • Compare reporting periods
Scale Multi-Entity Reporting →

Accounting

Expense Classification & Review

Turn invoices and transaction detail into company-approved expense classifications with uncertain cases ready for review.

Who it is for
Accountants, controllers and finance operations
Typical source data
Invoices · Transaction details · Company expense taxonomy
Generated outputs
Suggested classifications · Review queue · Approved accounting inputs
  • Apply the approved expense taxonomy
  • Use supplier and business context
  • Flag uncertainty rather than guess
  • Preserve supporting evidence
Improve Expense Review →

Finance

Financial Performance Reporting

Reuse validated accounting and operational data to produce recurring financial analysis.

Who it is for
CFOs, finance teams and controllers
Typical source data
Accounting data · Budgets · Operational data
Generated outputs
Budget vs Actual · Cash Flow · Working Capital · Financial Ratios
  • Reuse one normalized dataset
  • Compare current and prior periods
  • Investigate material movements
  • Keep calculations and source data connected
Plan Financial Reporting →

Management

Management Reporting

Convert financial and operational data into a decision-ready management pack every reporting period.

Who it is for
CFOs, CEOs and management teams
Typical source data
Validated financial data · Operational KPIs · Prior period reports
Generated outputs
Management Report · CEO Report · KPI Reporting
  • Combine financial and operational data
  • Explain material changes
  • Highlight risks and exceptions
  • Retain drill-down from KPI to source
Build Management Reporting →

Management

Board Reporting

Reduce the manual work of assembling a board pack from multiple reporting sources.

Who it is for
CFOs, CEOs, board secretaries and executive teams
Typical source data
Financial performance · KPIs · Risk records · Management commentary
Generated outputs
Board Report · Supporting evidence · Period comparisons
  • Assemble financials and KPIs
  • Compare reporting periods
  • Surface risks and exceptions
  • Support material figures with traceability
Build Board Reporting Workflow →

Regulatory

Regulatory Filing Preparation

Turn fragmented source data into validated, review-ready regulatory filing outputs.

Who it is for
Compliance, regulatory reporting and fund operations teams
Typical source data
Fund and portfolio data · Regulatory mappings · Framework rules
Generated outputs
AIFMD Annex IV · SEC Form PF · XBRL · Validation results
  • Keep reporting logic repeatable
  • Apply framework-specific validations
  • Investigate exceptions with evidence
  • Require specialist review before filing
Discuss Regulatory Reporting →

Risk & Compliance

Audit & Control Readiness

Prepare traceable evidence and control results before internal or external review.

Who it is for
Finance, internal control, audit and compliance teams
Typical source data
Reports · Control results · Review records · Source documents
Generated outputs
Audit readiness pack · Exception lists · Data quality reports
  • Collect control and reconciliation results
  • Retain source evidence
  • Surface unresolved exceptions
  • Keep reviewer decisions with the report
Prepare for Your Next Review →

Operations

Custom Enterprise Reporting

Build a repeatable workflow around your reporting objective instead of forcing your business into a fixed template.

Who it is for
Operations, finance and business teams with organization-specific requirements
Typical source data
ERP · CRM · Project records · Spreadsheets · APIs
Generated outputs
Procurement reports · Project performance · Customer analysis · Internal management packs
  • Define organization-specific reporting logic
  • Reuse mappings and calculations
  • Configure validations and output structure
  • Repeat the workflow each reporting period
Build Your Workflow →

Tax

Tax Reporting

Turn accounting and payment records into traceable tax-report drafts, prepared with the applicable rules and ready for expert review.

Who it is for
Accountants, tax specialists, payroll teams and finance controllers
Typical source data
Company, jurisdiction and reporting period · Invoices, ledger and VAT records · Authorized payroll and actual-payment evidence · Reviewed tax rules and company mappings
Generated outputs
VAT return draft · Payroll-tax draft · Tax reconciliation and review questions · XML/CSV files on request after format verification
  • Map tax-report figures back to source records
  • Separate input, output and applicable reverse-charge VAT
  • Use actual payment evidence for payroll-tax preparation
  • Reconcile totals and surface missing information
  • Keep tax approval and submission with your team
Plan Your Tax Reporting Workflow →

Your data already contains the report.

Give Andmera your data, rules and reporting objective. Let it handle the preparation, validation and investigation.

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