SERVICE · 04ESG-integrated P&L

Carbon Finance & ESG Reports

Carbon and ESG disclosure integrated with the financial records.

ESG reporting is built on the same reviewed transactions as the financial statements, so disclosure and accounts describe the same activity.

Carbon Finance & ESG Reports workspace view
TRACE: ACTIVEEVIDENCE: LINKED
FLOW · 01

Map activity to factors

Recognised transactions are mapped to emission and ESG factor categories.

FLOW · 02

Integrate with the P&L

Carbon and ESG measures are produced alongside the financial result for the period.

FLOW · 03

Issue disclosure

An ESG-integrated P&L and supporting disclosure set is delivered in the workspace.

Execution steps

How the engagement runs

01

Initial Consultation

Share your service line, entity, reporting period and data sources. We confirm scope and the evidence we need before any work starts.

Start a data review
02

Payment Confirmation

ESG engagements are quoted per scope — reporting framework, entity coverage and factor mapping depth.

Request a scoped quote
03

Required Documents for Processing

The accounting document set, plus any operational data behind emissions.

  • Bank statements for every account in the period
  • Sales invoices and receipts
  • Purchase invoices and supplier bills
  • Expense receipts and reimbursement records
  • Payroll records and staff cost summaries
  • Loan, financing and interest schedules
  • Fixed asset register and depreciation basis
  • Prior period closing trial balance, where available
  • Utility and energy consumption records
  • Travel, logistics and fleet records
04

Generate 4 Financial Statements

Documents are validated, transactions are recognised against evidence, and the statement set is generated in your workspace for download.

  • Document validation and completeness check
  • Statement of Changes in Equity (SCE)
  • Balance Sheet (BS)
  • Profit & Loss (P&L)
  • Cash Flow Statement
  • Client downloads the reviewed set from the workspace

What makes this different

Disclosure is derived from recognised transactions, not a separate spreadsheet exercise maintained beside the accounts.

Global standards ready

  • Structured for common disclosure frameworks
  • Factor basis recorded per mapped transaction
  • Restatement-friendly: change a factor, regenerate the disclosure

Sample insights

  • Emission intensity per revenue unit for the period
  • Highest-impact expense categories by mapped factor
  • Period-on-period movement in mapped activity

Engagement terms

What the delivery window assumes

  • Disclosure quality depends on the completeness of the underlying activity records.
  • The factor basis used for every mapped transaction is recorded and reviewable.
Full terms & conditions

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