Automate Multilingual and Compliant Annual Financial Reports with NeoXam Impress

In-Depth Features for Financial Report Automation

Our reporting tool unifies the steps required to build and deliver financial reports, collect data, calculate metrics, assemble content, validate quality, and publish everywhere.

Data Pipelines & Lineage
Automate ingestion for positions, prices, reference data, and analytics. Separate raw inputs from calculated outputs and final documents so every figure and phrase can be traced back to its source. Use data screens and counters to monitor readiness before each run.

Smart Templates & Content Components
Centralize layouts, brand elements, and reusable modules (performance tables, risk disclosures, footnotes). Componentized design accelerates change requests and ensures visual consistency across factsheets, KIDs, and regulatory packs.

Narratives, Languages & Jurisdictions
Govern texts by product, share class, and country. Maintain canonical, approved content per language with effective dates and change justifications. Lock sensitive clauses while allowing local contributors to propose edits under maker–checker control.

Built-in Calculations
Compute performance metrics, risk indicators, costs and charges, and regulatory-specific fields once, then re-use across report families. Version every calculation to reproduce past publications and enable like-for-like comparisons during re-issue.

DQC & Content Validation
Run content-level checks (labels, overlaps, page counts, missing sections) alongside numerical validations. Dashboards highlight exceptions so teams can manage by exception instead of hunting for issues in exported files.

Workflow, SLA & Approvals
Define calendars, dependencies, and notifications. Enforce maker–checker steps at data, calculation, narrative, and layout stages. Capture timestamps and user IDs for each approval and generate audit packs with a click.

Dissemination & Evidence
Publish to multiple channels in one run, PDF, HTML widgets, distributor feeds, or regulatory gateways. Produce proof packs containing versions, recipients, and publication timestamps to satisfy internal and external audits.