Porter

We automate your reporting

Introduction

Porter Original generates fully accessible PDF forms and documents directly from your data sources. Instead of fixing documents afterwards, it builds them correctly from the start – structured, tagged, and compliant by design. Porter Original offers better than standards accessibility for the resulting PDFs (WCAG and EAA). Porter Original will save you both time and headaches when dealing with huge amounts of data. It's fast and reliable.

Do you need to produce reports or PDFs automatically, perhaps integrating data across your organisation?

Using your current data we'll build flawless PDFs for you. With Porter Original you swiftly create:

  • any recurring and cumbersome customized reporting
  • public documents issued by governments and municipalities
  • financial reporting required for regulatory compliance, such as Annual, Semi-annual, Quarterly, ESG reports, as well as inhouse reporting, reports to investors or LPs
  • specialized regulatory reporting like SFDR, PRIIP KIDs, portfolio reporting, etc. for companies with financial products
  • brochures and other product material that needs to be made up-to-date regularly

… all while following strict presentation requirements, branding and making the PDFs accessible.

PRIIP KIDs are Key Information Documents for Packaged Retail and Insurance-based Investment Products. They come in several forms, eg. precontractual and periodical, as stipulated in the EUs RTS (regulatory technical standard). We automate the monthly and yearly reportings.

SFDR, Sustainable Finance Disclosure Regulation is part of a growing set of ESG (Environmental, Social and Governance) regulation aimed at bringing more transparency and awareness to the financial services sector. We automate these and other ESG reportings as well.

We can also help with iXBRL production. With ESEF (European Single Electronic Format) the EU is making iXBRL (eXtensible Business Reporting Language) the new standard for EU business reporting (as well as US, UK etc).

Bring the data you already have

You can use a wide variety of deliveries like Word, Excel, XML, JSON, databases… Bring us the data you already have, and tell us what you need to automate.

Porter can turn any data into a beautiful and trusted report.

Porter is:

Fast. Once setup, your big report is ready in minutes.
Beautiful and consistent. Reports look great every time, with graphics, tables, graphs all supporting your brand look.
Repeatable. Update with new data files, done.
The future. Let machines do the tedious work.
Convenient. Finetune each year as needs and regulations evolve. Translations included. See what has changed to make sure nothing else has. Collaborate. Custom solutions.
Compliant. Accessible to WCAG and EAA standards. Any output formats you need (Print quality PDF, web, iXBRL, XML, custom…).

Also from Porter

Take a look at Porter Fixer, too.

Porter is your document engine – from repair to creation. We offer two kinds of software. Fix legacy PDFs with intelligent remediation with Porter Fixer, or generate fully accessible documents straight from data with Porter Original. No manual cleanup, no inconsistencies – just structured, compliant output at scale.

What if you already have the PDFs, what can be done to make them accessible? Porter Fixer upgrades your existing PDF documents to meet accessibility standards – automatically, and at scale. It analyzes structure, tags, metadata, reading order, and visual elements, and everything that goes into the PDF, then applies intelligent corrections to bring documents closer to full compliance without manual rework.

Read more about Porter Fixer