Pomdoc Pro is XBRL certified, twice!

Publish your XBRL documents with Pomdoc Pro

Since January 2022, our collaborative software is XBRL certified in two categories: Review and Consumption Software and Report Creation Software.

Choosing Pomdoc Pro for your regulatory financial reports is therefore the guarantee of interoperability with other certified software, and the assurance of filing in compliance with ESEF regulations.

We are very proud that the quality of our teams' work is recognized by the XBRL community, and happy to share it with you with the support of our experts!

Contact us to benefit from our support!

ESG in your financial regulatory documents

taxonomie verte

Using XBRL for Interconnecting financial and sustainability (ESG) taxonomies

Structured digitalization of data to facilitate interconnectivity and usability of information throughout regulated disclosed publications, is of utmost importance in order enhance transparency and comparability of data, in line with the European union’s ambitions. Financial taxonomy has been used, over the recent years, to interconnect financial information of several regulated documents of the same nature, thanks to XBRL.

A white paper released by EFRAG* on the 14th of January of this year, is calling on the general public to give feedback, before the 15th of February, on the project of enabling the same XBRL technology to connect financial and sustainability (ESG) taxonomies. This integrated approach ambitions to create links between different indicators and give a clearer and more comprehensive reading to all stakeholders. Disclosed publications could then be analyzed not only from a financial profitability standpoint but also, from that of the sustainability lens. If such a technological feat is successful, navigation through these complex and bulky documents will undoubtedly be facilitated.

The XBRL certified French software provider, Pomelo-Paradigm, has designed and developed a software called Pomdoc Pro to assist issuers and auditors in creating that interconnectivity throughout their regulated disclosed financial documents. Current users of this software include several multinational companies as well as issuers who work on behalf of their clients, who are suject to the NFRD regulation. Pomdoc has integrated the European financial taxonomy and allows users to interconnect the digital data throughout their financial documents. This automated process has resulted in the massive diminution of errors due to reduced manual data entry as well as the promotion of collaborative work, as several departments can work simultaneously on the same document. To date, over 8948 documents have been edited using Pomdoc Pro, software which is entirely ESEF compatible.

Pomelo-Paradigm is at the forefront of the XBRL financial taxonomy interconnectivity and has the technological stability to integrate the ESG taxonomy when it becomes available.

A free demonstration animated by our sales department can be scheduled upon demand!

Cecilia ANICETTE, Senior CSR and Sustainability Consultant

* European Financial Reporting Advisory Group

How to produce standardised and automated reports on a collaborative software

Votre reporting avec Pomdoc Pro

Find out how to meet the challenges of reporting with Pomdoc Pro

Financial Reporting plays a strategic role in an increasingly competitive asset management market. Given the trend towards dematerialisation, reporting is subject to new criteria that offer new perspectives.

Reporting in a few figures

- 84% of financial departments have planned to invest in modernizing their financial reporting,

- 37% of companies surveyed say they are working on restructuring their reporting.

In this context, what are the new challenges of regulatory reporting in 2021?

The challenges of reporting

- Attract investors by choosing relevant indicators,

- Produce reporting in record time through automation while maintaining human control over financial analyses,

- Facilitate exchanges with stakeholders through feedback and collaborative editing

- Differentiate yourself from your competitors with high value-added graphical reporting and a clear message corresponding to your values and goals.

Mistakes to avoid

- Formatting on non-adapted software (Word, PPT, Excel...),

- The manual updating of the data with the operational risks that this represents, facing the large volumes of data to be processed,

- Non-collaborative writing that generates a large amount of versions and email exchanges, as well as a significant risk of errors and losses.

All these points may prevent you from reaching your primary objective, which is to publish on T+1!

The solution: Pomdoc Pro

With Pomdoc Pro, you have the perfect solution.

Harmonise and embellish with an elegant and predefined formatting

Choose a charted reporting template, designed by experienced graphic designers.

Place the different elements according to your needs in the document (tables, graphs, dynamic data, texts, images...) and format them with full autonomy.

Automate updating your data

With the "drag and drop" system available in Pomdoc Pro, you can drag your Excel files into your document and update all your reporting in ONE CLICK.

Collaborate on the same document

Comments, management tracking tool, collaborative editing... you will finally be able to work TOGETHER without any difficulty, and foster collaboration within the company.

Export your report to all formats in one click

It is essential to build tailor-made, flexible reporting in line with current technologies.This is why Pomdoc Pro meets all the challenges of regulatory reporting, and covers all the needs of management companies.

In summary, Pomdoc Pro will allow you to:

- Work from your source files on collaborative software,

- Automate your data with style to stand out,

- Save time and produce on T+1,

- Keep control of your data at all times.

For a demonstration or personalized information, contact us!