Financial services · UK-listed PLC

A listed company's 70-page annual report, prepared, designed and checked by one system

AI supports the drafting in the company's own voice, code carries every figure, and its people sign off every section. The report reached the auditor 14 weeks after kickoff.

Annual Report
& Accounts70 pages · designed by the system

Results

Time and money saved are the client's own estimates, against the previous year's manual process.

Project goals

The goals were agreed at the start of the project. The seventh is for next year.

6/6goals delivered
  • Less drafting and formatting workDelivered
  • Drafts in the company's own voiceDelivered
  • Every figure locked to the sourceDelivered
  • People sign off every sectionDelivered
  • Secure setup, no model trained on client dataDelivered
  • Print-ready design, built by the systemDelivered
  • A system that learns every yearNext year

Method

Under the hood

An AI agent works a fixed tool chain in Python.

Learn moreShow less
  1. 01

    Sources

    Four years of filed reports, this year's figures from the finance team, and the signed-off Word file.

  2. 02

    Reporting agent

    An AI agent built on Claude, in a contracted setup where client data is never used for training. It supports the drafting, merges feedback and runs the tools.

  3. 03

    Python tool chain

    One combined file for markup, a three-way merge of returned markups, every total added up again, a word-for-word check, and the build of the designed PDF.

  4. 04

    Outputs

    The designed 70-page PDF and an editable Word file.

What the AI does

Probabilistic: it proposes, people decide.

  • Drafting narrative from last year's text
  • Sorting feedback: new, done, or conflicting
  • Suggesting wording and flagging gaps
  • A second reading as independent QA

What the code does

Deterministic: same input, same output, every time.

  • Reading and carrying every figure
  • Adding up every total, every build
  • Identifying which version came back
  • Laying out pages, tables and signatures
  • Comparing the PDF word for word with the signed-off file

The system is built to run again every year. Next year starts from this year's signed-off file, its rules and its house voice. A direct link to the company's finance data can follow, so figures arrive without a file in between.

In the client's words

The week before sign-off used to be hell. Every late change meant going through the whole report again by hand, and something always slipped through. This year the system checked everything, I haven't seen a single thing that was wrong so far, and it took so much stress off us.
Johanna RagerChief Financial Officer, Tavistock Investments Plc
Andreas and the team at Chim took the pain out of producing our annual report! [...] Andreas' proactive approach allowed us to process many significant late changes while maintaining a high level of confidence and control over the outputs.
Andrew WilsonFinance Director, Lifetime Financial Management (Tavistock Group)

Film

95 seconds, with voiceover.

Your annual report

The method fits listed companies, PLC or AG, that publish a statutory annual report. We build it once and roll it forward every year, and it can extend to the reports around it.

  1. FY2026Built and signed
  2. FY2027Next
  3. Interim accountsCandidate
  4. Subsidiary accountsCandidate

Running the reporting of a listed company, or advising those who do? We build this with your finance team, or with you for your clients.

AI for language.Code for numbers.People for decisions.

Let’s build yours.

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