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A fully automated workflow-based service for your CSRD reporting needs

Designed to streamline and simplify your reporting process, our Corporate Sustainability Reporting Directive (CSRD) service ensures accuracy, efficiency, and compliance with the latest CSRD requirements.


Get started with our CSRD Service today


We will be happy to advise you on the details.

Get in touch

Get started with our CSRD Service today


We will be happy to advise you on the details.

Get in touch

The CSRD Report is a comprehensive document compiling both qualitative and quantitative data. Within this report, the CSRD Key Performance Indicators (KPIs), represent a crucial part and a primary challenge, requiring companies to measure and disclose their environmental, social and governance (ESG) impacts and risks using various quantitative metrics. These metrics, numbering over 300 according to the current Draft Implementation Guidelines, are all defined in the European Sustainability Reporting Standards (ESRS).

Financial Institutions must include the entire balance sheet, including all clients’ investments, within the value chain, which increases the complexity of all calculations. Consequently, companies require reliable and consistent data sources and systems to collect and process essential ESG data.

Benefits: cleversoft’s standard CSRD Service

  • Leverages our expertise in ESG data and models that comply with SFDR and Taxonomy regulations, extended by the new ESRS Requirements
  • Simplifies the complex process of gathering, processing, and calculating the data needed to report on the key performance indicators (KPIs) including the SFDR PAI (Principal Adverse Impact) required also by CSRD.
  • Offers a workflow tool that navigates you through the separate steps from data import to document generation and sign off.
  • Generates a report in both human-readable PDF and machine-processable XBRL format.
  • Runs on our eFrame platform, where reporting regimes such as IFRS 17 and Solvency II are already serving numerous clients, ensuring a seamless workflow from data collection to report generation.
  • Guarantees compliance with the latest ESG regulatory changes and requirements.

Key features:

  • ESG Data Connectivity: The CSRD Software Service allows seamless connectivity to key ESG data providers such as MSCI, Sustainalytics, SIX and others via API interfaces.
  • KPI Calculations: Implementation of all relevant KPI calculations, including the SFDR PAI, for full insurance / banking portfolio
  • Review process: Validate and sign off using our workflow tool. The “four-eye principle” ensures thorough review.
  • Modular reporting setup: The CSRD Service facilitates parallel work by multiple users. Roles and memberships allow efficient collaboration, ensuring a smooth reporting process.
  • Content creation feature: Our CSRD tool allows you to build and produce narrative reports in formats like PDF or WORD. This ensures clear communication of your strategy, business model, risks, and opportunities related to environmental, social, and governance topics.
  • Datapoint model with XBRL alignment: An established, robust datapoint model that aligns with the eXtensible Business Reporting Language (XBRL). This enables you to produce structured reports for upload to the European Single Electronic Format.
  • Languages: Supporting all European languages.
  • Audit log: Track who did what and when, ensuring transparency and accountability.
  • Version history: Each upload, calculation, and output report have a version history.

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.