Your numbers.
Your narrative.
A report under control.
Bring data, narrative and approvals together. Calisto Consulting supports financial report production and the structure of your digital reporting.
Report
financial.
A clear presentation, connected data and content reviewed by contributors.
| Key indicators | Year N |
|---|---|
| Revenue | €48.6m |
| Net income | €5.2m |
| Closing cash | €12.8m |
Select a figure to explore its supporting information.
Revenue
Taxonomy concepts must be selected and reviewed for the information concerned. This educational preview does not produce an XBRL file.
Example of publication review tracking.
The link between data and tables is documented.
The review of amounts and repeated figures is recorded.
A taxonomy point still requires validation before finalisation.
Fictional data and statuses. This demonstration does not perform real regulatory checks.
Reduce re-entry and inconsistencies between versions.
Clarify responsibilities and approval stages.
Organise reviews, controls and traceability.
From the first figure
to the final version.
We connect content preparation, collaboration and digital reporting within a single publication process.
Consistent
information.
Organise sources and links between figures, tables and commentary. Make it easier to update and review information repeated across documents.
The right contribution.
At the right time.
Structure roles, access rights and review workflows. Track versions and comments to give each contributor visibility.
Give meaning
to every data point.
Prepare concepts, contexts, units and tagging rules. Organise the review of mappings to the applicable taxonomy.
Finalise with
a shared view.
Coordinate consistency checks, business and technical reviews and stakeholder discussions. Prepare deliverables and their approval workflow.
Readable by people.
Usable by systems.
The document and structured data serve complementary purposes.
Structure information
A tagging language that associates financial information with concepts and a context for computer processing.
Combine two views
XBRL tags are embedded in an XHTML document: a browser-readable presentation and machine-readable data.
A publication framework
For in-scope issuers, the annual financial report is prepared in XHTML. IFRS consolidated financial statements are tagged in iXBRL.
Scope and applicable rules must be checked for each issuer and year. Reference: ESMA — Electronic Reporting.
Publication takes preparation.
Every stage matters.
We combine financial expertise, process organisation and tool integration to build your framework.
Define the framework
Identify documents, contributors, deadlines and requirements to address.
Structure content
Organise sources, document templates and links between data and reports.
Prepare reviews
Define responsibilities, approvals and tagging reviews with stakeholders.
Manage the transition
Test deliverables, train teams and support the first cycle and subsequent improvements.
Tools supporting
your publication.
Explore our dedicated Disclosure Management pages to develop your project and implementation options.
Control the substance.
Structure the presentation.
A framework aligned with your publication needs and organisation.
Is Disclosure Management limited to XBRL?
No. It covers document production, data connections, collaboration and approvals. XBRL or iXBRL tagging forms part of the process when the required format calls for it.
What is the difference between a taxonomy and tagging?
The taxonomy provides concepts for structuring information. Tagging associates report information with those concepts and specifies the context. Selecting mappings requires a business review.
What does block tagging of notes mean?
It means tagging blocks of information, such as notes or accounting policies, rather than only individual values. Under ESEF, applicable IFRS note requirements must be considered when preparing and reviewing the report.
Does a tool alone guarantee compliance?
No. Tools support production and checks, but data, tagging choices and approvals require review by qualified stakeholders. We help organise the process and clarify responsibilities.
Can we start from existing documents and processes?
Yes. We start with your templates, sources and approval workflows. The project can improve the existing setup or deploy a solution on a timetable suited to your needs.
Prepare your next
publication with confidence.
Financial reporting, collaboration or tagging: let’s build your framework.