Ez-XBRL

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The Archer – Ez-XBRL Integration is an offering provided through the Archer Exchange to enhance your existing Archer implementation. To learn more about the Archer Exchange, please visit the Archer Exchange.

About XBRL

XBRL (eXtensible Business Reporting Language) is a digital language used for standardizing and automating business reporting, making data machine-readable and easily analyzable. Originally developed for financial reporting, XBRL is now increasingly being adopted in sustainability reporting to enhance the comparability and accessibility of disclosures.

Several key standards and regulations are integrating XBRL into sustainability reporting:

Sustainability Accounting Standards Board (SASB): SASB has released an XBRL taxonomy, enabling companies to tag sustainability data for more efficient reporting.
International Financial Reporting Standards (IFRS): IFRS is finalizing a Sustainability Disclosure Taxonomy, aligning sustainability reporting with financial disclosures.
European Single Electronic Format (ESEF): Mandates the use of Inline XBRL (iXBRL) for financial and sustainability reports in the EU, combining human-readable content with machine-readable data.
Corporate Sustainability Reporting Directive (CSRD): This EU directive requires companies to adopt iXBRL, promoting standardized and transparent sustainability reporting.

The adoption of XBRL in sustainability reporting is crucial for enhancing data transparency, accuracy, and comparability. By making reports accessible to both humans and machines, XBRL streamlines the reporting process, reduces errors, and meets the growing demand for reliable sustainability information from stakeholders, including investors and regulators. This shift not only improves data quality but also helps companies comply with evolving sustainability reporting standards and regulations.

About Ez-XBRL

Ez-XBRL Solutions, Inc. is an established global provider of products and services for Financial, ESG Regulatory Compliance, and Financial Analytics for over 15 years. Ez-XBRL is ISO 27001:2013 certified for all its products and services.

Integix Platform

Ez-XBRL’s Integix is an innovative, cloud-based, XBRL International certified platform that facilitates XBRL tagging, validation, and XBRL package generation for submission to multiple regulators. Integix offers advanced automation by integrating custom AI models and sophisticated NLP techniques to enable increased efficiency and accuracy of the entire XBRL document generation process. It supports multiple source document formats, interlinked data points and facts, real time collaboration, and a host of other powerful features. The platform is tailored for various regulatory mandates including US SEC, UK HMRC, EU CSRD, ESMA ESEF, US FERC, South Africa’s CIPC, etc., and all related XBRL taxonomies for ESG, such as CSRD, TCFD, ISSB, SASB, and GRI. Integix generates multiple output formats like xHTML/Inline XBRL, PDF, and Word.

XOR Platform

Ez-XBRL’s XOR is a sophisticated SaaS platform for XBRL Review and Audit. It enables collaborating and reviewing in real time for detailed, multi-faceted analysis of XBRL data. XOR also provides insights through extensive reports including version compare that are critical to ensure error-free compliance reporting for regulatory mandates. The inbuilt validation engine includes support for various ESG XBRL taxonomies such as CSRD, TCFD, SASB, ISSB, and GRI.

XOR also supports the review and audit of XBRL and Inline XBRL documents for financial regulatory compliance for the US SEC, the US FERC, EU ESEF, UK HMRC, RSA CIPC, Israel ISA, India MCA, Singapore ACRA, and many other regulatory jurisdictions. XOR has been certified by XBRL International and meets all the required technical XBRL standards.

About Ez-XBRL Services

Ez-XBRL provides end-to-end services for tagging, validating, and generating accurate and compliant XBRL and Inline XBRL documents and reports. The services are provided by Ez-XBRL’s tagging team of XBRL experts. Their team of qualified accountants and technical XBRL specialists has been involved in providing services to thousands of organizations around the world. Their team has also been involved in the development of XBRL standards and taxonomies, and their experts are fully conversant with technical requirements for all regulatory requirements and reporting standards. Ez XBRL’s full-service XBRL offering is facilitated through the XOR platform and document portal.

Engagement process

Customers are provided licenses to access XOR and to upload draft report documents to the document portal for each filing period. Their service process can work with documents in multiple formats including PDF, Word, Excel, and HTML/XHTML.
Ez-XBRL’s team analyzes the contents and proceeds with the XBRL tagging process.
Once tagging is completed, Ez-XBRL’s Quality Assurance team reviews the document for tagging accuracy, tagging completeness, and runs validations to ensure the quality of the XBRL document. In addition to XBRL quality and accuracy, their QA team also ensures that the final output matches the formatting standards and requirements of the source document while keeping the reporting rules in focus.
The draft XBRL / Inline XBRL document is uploaded to XOR and customers are sent an email notification with a link to the upload document.
Customer’s reporting team is now able to review the draft XBRL-tagged document using the features available in XOR.
Customer’s audit and assurance teams are also to gain access to XOR via suitable licenses to the platform.
Ez-XBRL’s team makes changes to the document based on the comments and feedback provided during the review process. Updated versions are put through further quality checks before being delivered to the XOR portal for further review and approval by the customer.

About the Ez-XBRL Integration

Archer ESG use cases enable customers to collect, structure, and generate ESG metrics and disclosures for sustainability reports. To further advance the reporting process, the next step involves applying XBRL tagging to the generated reports.

This new offering allows customers to efficiently combine the data collection and disclosure capabilities of Archer ESG use cases with the advanced XBRL tagging and reporting services from Ez-XBRL, offering a complete and robust solution for sustainability reporting.

Key Features

Archer ESG use cases streamline the collection, aggregation and structuring of sustainability metrics and disclosures.
Integix applies XBRL tagging to sustainability reports based on the applicable regulations or standards.
Integix offers real-time editing and multi-user collaboration, allowing teams to efficiently work together on report completion.

Key Benefits

An integrated sustainability reporting journey that starts with data gathering and compliance management in Archer ESG use cases and culminates with XBRL-tagged, filing-ready reports in Integix.
Both platforms offer efficiency and time savings with support for multiple input and output formats for aligned transitions between each step.
A comprehensive solution for mandatory sustainability reporting standards, enabling organizations to stay compliant with regulatory requirements.

Prerequisites (ODA and system requirements)

The following table lists the components and prerequisites for the Ez-XBRL integration.
Components	Prerequisites
Archer Solution Area(s)	ESG Management
Archer Use Case(s)	ESG Management, Disclosure Management
Archer Applications	ESG Metrics, ESG Metric Results, Disclosure Reports, Disclosures
Uses Custom Objects	No
Requires On-Demand License	No
Archer Requirements	Archer 2024.11 and later
Partner/Vendor Requirements	Archer users must work with Ez-XBRL to determine what software and services they require. License fees apply. Contact Ez-XBRL Solutions at info@ez-xbrl.com to discuss options.

Impacted use case(s)

The following table lists the impacted use cases for the Ez-XBRL integration.
Archer Use Case(s)
ESG Management, Disclosure Management

Integration components

This integration requires no Archer package.

Using the integration

In Archer, generate a report containing the data that you want to tag.
Export the report as a Microsoft Excel file.
Provide the exported report to Ez-XBRL.

Appendix A: Certification environment

Date Tested: November 2024

Product Name	Version Information	Operating System
Archer	2024.11	Virtual Appliance