The same forty questions, three times, in three formats
Each request asks for headcount, energy use, policies and incidents in its own layout. So the answers get retyped, drift apart, and last year's version lives in someone's sent folder.
A customer
A spreadsheet of 40 questions
A lender
The same questions, in a web form
Your own report
The same facts again, as prose
Last year
The answers are in a sent folder
Every answer, with its period and its evidence
Datapoints grouped by theme. Coverage is the count of what you have answered, not a grade we made up.
Coverage
22 of 27 answered
A count of what you have answered, not a grade.
Collect once. Reuse everywhere.
The same record feeds the customer form, the investor form and your own report.
Record a fact once. Use it everywhere it is asked.
Each datapoint is stored once, with its value, its period and its evidence. The core, customer / supplier and investor templates all read from that one record, so the answer in one cannot disagree with the answer in another. Existing answers can be brought in by spreadsheet import.
Fill a template and the answers you already hold are carried in for you to confirm.
Activities in, a worked figure out, with the factor set named
Enter fuel, electricity and travel by site. Each line is multiplied by an emission factor across scopes 1, 2 and 3, and the run names the factor set it was priced with, its year and how many lines used it, so anyone can check the arithmetic.
Priced with
Published factor set (2025) - 3 lines
You review a run before it is accepted. Only an accepted run writes into your answers.
Send a questionnaire by link, and collect the replies
Pick a questionnaire, add the people you are asking, and read the email before anything is sent. Each person gets their own private link and fills it in with no account, saving as they go and attaching evidence before they submit. You see who has been sent it, who has opened it, who is partway through and who has submitted, and you can remind someone or withdraw a link. Replies are held for you to accept or reject, and never overwrite your own answers.
Their answers wait here for you to accept or reject. They never overwrite your own.
Approve it, then let others read it by a link you can take back
A finished disclosure is approved before it goes anywhere. Share it by a read-only link, for reading rather than filling in, tied to a named recipient; the link expires and can be revoked, and you see when it was last opened. A new version replaces the old one, a disclosure can be withdrawn, and it also exports to Excel and PDF.
Link activity
Read-only, tied to a named recipient. Revoke a link, or withdraw the disclosure.
Set a target on any datapoint, then build the report from the data
Set a target on a datapoint you report, with a baseline so progress is honest, and the Overview counts how many are met. The impact report is assembled from the same datapoints. No second round of collecting numbers from the team.
Every figure in the impact report is read from the data you recorded, so it matches your questionnaires.
A suggested answer, from your own material only
FinPera AI drafts one answer per question using only your earlier answers and the documents in your Vault, and shows what it drew on. It is saved only when you use it, and it is recorded as AI-suggested.
Do you have a written supplier code of conduct?
Yes. A supplier code of conduct is in place and was last reviewed in 2025.
Mia L. compares it with the source, then decides. Nothing is saved until she uses it.
Answer it once.
Ana W. fills in the data. Mia L. shares the answers. Nobody retypes a thing.