◆ Assistive Worker
Turns the closed books and the forecast into first drafts of the earnings release, the MD&A and the disclosure notes … every figure traced to source. A disclosure-QA judge gates the draft; the board owns the external attestation.
Memory
Working The closed figures and the draft narrative.
Episodic Prior earnings releases and disclosure language.
Semantic Disclosure requirements, Reg G (non-GAAP), house style.
Store Template + prior-filing corpus
Orchestration
pipeline MCPA2A
Harness · Managed Agents … drafting session with a disclosure-QA judge in the loop; retrieval over prior filings.
Tools
⇄ Closed financials + forecast A2A ⌕ Prior filings / releases Retrieval ⇄ Disclosure-QA judge A2A ⇄ Board external-attestation mandate A2A
Evals & guardrails
- Every figure in the draft ties to a source record; unsourced numbers blocked.
- Disclosure-QA judge checks completeness and non-GAAP reconciliation (Reg G) and gates the draft.
- Hard line: drafts only … the external message ships under the board's attestation mandate, never on the agent's own authority.
Frontier edge
- ▲Formal action-gating: every figure in the draft carries a signed, replayable tie to its source record, so an unsourced number cannot reach the page.
- ▲Voice-native readout: walks the board through the draft conversationally, fielding "where did this number come from?" with the lineage in hand.
- ▲Continual learning of house style: each round of disclosure-QA-judge edits sharpens the disclosure-language playbook, eval-gated against prior filings.
A sample run
Trigger Quarter-end close and forecast finalised; earnings drafting requested.
- 1Pull the closed P&L, balance sheet and key ratios.
- 2Draft the earnings-release tables and MD&A narrative from the figures.
- 3Run the disclosure-QA judge; reconcile any non-GAAP measures.
Output A first-draft earnings release and MD&A with every number sourced … gated by the disclosure-QA judge and held for the board's external attestation.
In numbers
minutes from close
First-draft turnaround
Handoffs
Across ⇢ Corporate → Investor Relations agent for the external message