§ Use cases · two audiences

Built for Wave 2 mid-caps. And the firms filing on their behalf.

EU companies above the post-Omnibus 1,000-FTE threshold are now preparing under the revised 2028+ timeline. The platform is built for the company doing the filing, and for the accounting firm running it across a portfolio of clients.

§01 · CSRD reporting

For post-Omnibus mid-caps filing their first ESRS report.

You're a CFO or ESG lead at a company above the post-Omnibus 1,000-FTE threshold, now preparing for your first ESRS filing under the revised 2028+ timeline. You have a stack of PDFs — bills, payroll summaries, last year's sustainability report. You don't have a 50-person ESG team.

The 30-day pilot path.

Our target rhythm is roughly 30 days from kickoff to filed draft, with both founders on every call. Upload the source documents you already have; review the extracted metrics; sign off per ESRS section; export the audit-defensible evidence pack.

  • 252 quantitative datapoints auto-extracted
  • ~835 narrative datapoints routed to grounded section drafter
  • Audit-defensible evidence pack with SHA-256 manifest
  • Money-back commitment for design partners design partner
  • Post-Omnibus mid-caps preparing for first ESRS filing EU Omnibus 2025
  • Wave 2 deadline · from 2028 post-Omnibus revised timeline
design partner pilot · target rhythm~30 days
Week 1 · onboardingworkspace · DPA · upload
Week 2 · extraction252 datapoints grounded
Week 3 · reviewper-metric approval
Week 4 · narrativegrounded section drafter
Week 5 · sign-off + exportPDF + evidence pack
§02 · Accountants & fiduciaries

One account. Unlimited client workspaces.

You run a fiduciary or audit firm in Belgium, the Netherlands, Luxembourg, or France. Multiple of your clients are now CSRD-in-scope. You want one platform, branded per client, that runs the filing pipeline across a portfolio without the per-seat licensing nightmare.

Branded per client. Hashed end-to-end.

A single Accountant Pro account hosts unlimited client workspaces. Each export can carry your firm's logo or the client's. The evidence pack's hash chain is per-client, so an auditor verifying one client's report can't see another's documents.

  • Unlimited client workspaces under one account
  • Branded PDF exports · your logo or the client's
  • Per-client traceability and audit log
  • Commission-statement reconciliation pipeline fiduciary use case
  • Annual Income & Reconciliation XLSX export
  • External auditor read-only seats included
client roster · illustrative12 workspaces
client a · 1,200 FTEdraft · 12/12 sections
client b · 850 FTEreview · 8/12 sections
client c · 2,100 FTEextraction · 220/252
client d · 600 FTE3 datapoints flagged
+ 8 more clientsdraft / scheduled

Worked example: commission reconciliation.

One mid-sized broker. Twelve insurance carriers. Eight hundred commission statements a month, each PDF with a different layout. The same grounding pipeline that powers CSRD also powers a fiduciary-specific Annual Income & Reconciliation report — built with our document partner BusinessProvider in Geneva.

  • Ingests multi-carrier statement PDFs, extracts commission lines with page citations
  • Reconciles against the broker's internal commission ledger to the cent
  • Flags discrepancies for human review with the same verify chip used for CSRD
  • Exports an Annual Income & Reconciliation XLSX, ready for the broker's auditor
  • Per-client hash chain means auditing one client's books never exposes another's
commission reconciliation · target rhythmmonthly cycle
Day 1 · statement intake~800 PDFs · 12 carriers
Day 2 · extraction + groundingcommission lines + page refs
Day 3 · ledger matchreconciled to the cent
Day 4 · reviewdiscrepancies flagged
Day 5 · exportAnnual Income XLSX
§ The accountant-pro mechanic

One firm. One subscription. One CSM. As many client workspaces as you can sell.

Fiduciary firms are the highest-leverage segment under CSRD: one firm typically has multiple in-scope clients and an existing trust relationship. Our Accountant Pro model gives you unlimited client workspaces under one account, branded per client, with the option of a 40% referral commission on every Attera contract the firm originates. Two sales motions on one platform.

See it on your own client roster.

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