Software Training

XBRL Tagging Agent

Attendance fee (per person):
310 eur plus VAT

Table of Contents

Good to know: From September 2026 onwards, we offer this training course only on the modern Lucanet CFO Solution Platform web application and no longer for the locally installed Lucanet.Financial Client. You will receive access to a CFO Solution Platform training environment that you can access even if your company has not yet migrated to the Platform.

Join our hands-on XBRL Tagger Agent training course and learn how to create high-quality iXBRL reports efficiently using Lucanet's AI-powered tagging solution. In addition to practical tagging exercises, the course covers taxonomy updates, validation best practices, and upcoming changes that reporting teams should be aware of for future reporting cycles.

Attendance fee

310 eur plus VAT

Lucanet Group Customers: 10% discount
Lucanet Group Partners: 20% discount

Discounts are not combinable.

Technical Requirements

  • Windows PC or Mac with sound capability
  • Stable internet connection (DSL recommended)
  • Speaker, earphones, or headset
  • Microphone (webcam optional)

Agenda/Content

  • XBRL and iXBRL foundations
    • What it is, who requires it, how a tag works
  • Getting into the Tagger
    • Dashboard, settings, the workspace
  • Tagging by hand
    • Texts, tables, properties, extensions, validation
  • The Tagger Agent
    • AI tagging, review, roll-forward
  • Validations and report Generation
    • Report package, viewer, analysis
  • Rollforward
    • Carrying reports forward to the next period
  • Disclosure Management Report Tagging
    • Tagging reports in Disclosure Management
  • Interactive tasks

 

Please make sure to watch the recording of our XBRL Basics webinar beforehand:

XBRL Basics: Simplifying Complex Financial Reporting

Contact Us