Energy AI agent · Compliance reporting

Compliance-Reporting Assistant AI Agent

Assemble reporting packages from your systems of record, bind each figure back to the record it came from, and hold the package for the named officer who decides whether anything is filed.

Typical delivery
4–6 weeks
Deployment
Your stack
Named signer
Pre-submission
After launch
Agent Care

What this agent does

Assembles the package, not the decision to file

In

  1. 01

    Ingest meter, fuel, generation and monitoring data from supported historian, EHS and reporting sources.

  2. 02

    Normalise units, periods and site identifiers, and carry each value forward with the record it came from.

Reason

  1. 03

    Assemble the figures and the working that the register entry asks for.

  2. 04

    Apply the method, factor and boundary recorded against that obligation.

  3. 05

    Bind each stated figure to a value in a system of record, and mark what the record does not settle.

Decide

  1. 06

    Surface which obligation is next and what evidence is still outstanding.

  2. 07

    Route the assembled package to the named signer for review.

Out

  1. 08

    Retain the source records, the working, the reviewer's amendments and the sign-off against the filing.

  2. 09

    Execute write actions only inside the approval boundaries agreed during implementation.

Product statement

The agent works from the register you maintain — obligations change and a named owner keeps it current — and your officer decides what is filed.

Example workflow

One obligation, data to sign-off

  1. 1Obligation raisedA register entry, its period, its method and its named owner
  2. 2Figures assembledMeter, fuel, generation and activity values, each with the record it came from
  3. 3Package draftedFigures, working, narrative and confidence
  4. 4Controls appliedSource-binding checks, method and boundary checks, outstanding-evidence flags and confidence threshold

No human action required

Stages 1 to 4 run unaided, and nothing is filed at any of them — the agent is assembling against your register, and the signer's lane opens at the confidence gate.

5DecisionSplits at the confidence threshold
High confidence

Goes to the named signer to review.

Low confidence

Adds a compliance-team read first.

Signer review

The package is held with its source records, its outstanding items and the confidence.

Approve · Amend · Send to compliance review

Approved — released for filing

  1. 6Reporting systems updatedOnly where write access and approval policy allow it
  2. 7Outcome evaluatedAmendment rate, outstanding-item outcomes, regulator queries and post-filing corrections

Amendments

Amendments are counted, and a filing already made can only be corrected after the fact.

What should not run autonomously

Human approval stays in control

Outside the boundary — human approval required

8 items

  • Filing or submitting anything to a regulator.
    • Signing, certifying or attesting to a submission.
    • Deciding that an obligation applies, or does not.
    • Adding, amending or retiring a register entry.
  • Automation boundary

    Agent acts unaided

    • ✓Pull the figures each obligation needs from the systems of record.
    • ✓Bind each figure to the record and the working behind it.
    • ✓Check the register for which obligation is next.
    • ✓Assemble the package, mark what is unresolved, and hold it there.

    Any write happens inside the boundaries agreed at implementation, never ahead of sign-off.

    • Stating a figure without the record behind it.
    • Choosing a method, factor or reporting boundary.
    • Answering a regulator's question or query letter.
  • Changes to thresholds, controls or approval rules.

Example output

One reported figure, annotated

What the agent assembles stays attached to the record it came from.

Reporting output · single figure

Illustrative example
Obligation
Emissions return
Assembled line
Stationary combustion at the Bayside plant
Stated figure
41,280 tCO2e
Record of source
Continuous monitoring data
Confidence
93%
Method applied
Method recorded on the register entry

As received

Taken from the plant historian and the monitoring record — nothing on this side is written by the agent.

Source records used

  • Monitoring system export
  • Fuel purchase records
  • Register and method note

Why this figure

It resolves to a monitoring record and a stated method — the pair the signer checks.

What the score decides

Below the configured threshold the package picks up a compliance read before it.

Action

ApproveAmendSend to compliance review

Value

Where AI adds value

The same four claims, placed at the point in the workflow where each one applies.

Where the value lands

Value 01 – 04

Each obligation

From your register

03Assembly

Assemble from the register

Work from the register you maintain, not an assumed rule set — a duty can outlive its regime.

01Approved path

Assemble it, a person files it

Recurring returns arrive assembled, with the working and the source records attached.

02Human review

Show what is next and what is missing

The register is read for the obligation coming up and the evidence still outstanding, so the signer's read starts there.

04

Build an evidence trail

The figure, the record it came from and the officer who signed it stay with the filing.

Integrations

Typical integrations

Five system groups connect to the same agent. Which of them are in scope is decided in discovery.

  • Operational data

    • Historian
    • PI
    • SCADA
    • CEMS and metering systems
  • EHS and emissions

    • Enablon
    • Intelex
    • Sphera
    • Cority
    • SAP EHS
  • Enterprise systems

    • SAP
    • Oracle
    • Maximo
    • Fuel and procurement records

Agent

Compliance reporting

  • Reads the record
  • Assembles the package
  • Holds for sign-off
  • Register and workflow

    • Obligation register
    • GRC
    • ServiceNow
    • Archer
  • Observability & evaluation

    • OpenTelemetry
    • Langfuse
    • Supported monitoring/evaluation sources

Integration availability depends on the client's existing systems and API access.

Agent controls

Six layers between the model and the filing

Controls stack inward. What the stack does not catch is set out in the map below.

L6 · Outermost — last line of defence

Inward → L1 · closest to the model

L6Rollback / safe modeNarrow the agent to data assembly when evaluation or production signals degrade.Roll back
L5Version monitoringTrack model, prompt, method-configuration and register-version changes.Track
L4TraceabilityRecord the source records, the working, the amendments and the sign-off time.Record
L3Signer approvalHold packages for the named signer; it governs release, not whether an approved figure is right.Gate
L2Policy guardrailsTest packages against the register's stated methods and source-binding rules; a failure returns the package.Restrict
L1Confidence thresholdsRoute low-confidence packages to a compliance read before the signer sees them.Require review
Model corePackage assembled — figures, working, outstanding items and confidence
L1 – L2
Test whether a package may stand
L3
Puts the filing in a signer's hands
L4 – L5
Keep the figure and the record it came from
L6
Narrows to data assembly when signals degrade

How Nestack evaluates it

Evaluate the assembly workflow — not only the finished return.

Coverage runs the whole depth of the workflow, and every layer is cut by slice.

Surface — the figure the regulator sees

  1. E1Final-output evaluationDid each stated figure resolve to the record behind it?
  2. E2Step-level evaluationDid the agent use the right register entry, method and boundary?
  3. E3Tool evaluationDid it read the correct system, site and reporting period?
  4. E4Confidence calibrationDo low-confidence packages actually attract more amendments?
  5. E5Slice evaluationHow does performance change across specific obligation types?
  6. E6Business outcomeHow many packages needed an amendment, or a correction after the filing had gone?

Floor — the outcome the reporter answers for

Failure modes

Where each failure originates in the agent

Seven failure modes, each placed at the stage it starts in.

Agent lifecycle

Direction of processing →

  1. 01 · Retrieval

    1 mode

    • KM-03

      Superseded source record

      A value read from an export that was later revised.

    Stage gathers

    Register entries, meter, fuel and monitoring records

  2. 02 · Reasoning

    2 modes

    • KM-04

      Unsourced figure

      A stated value cannot be resolved back to a record.

    • KM-06

      Method drift

      A boundary or factor is used that the register does not state.

    Stage proposes

    Figures, working, outstanding items and confidence

  3. 03 · Tool / write

    2 modes

    • KM-02

      Missed filing window

      The next obligation is not surfaced while it can still be met.

    • KM-05

      Stale register entry

      Assembly runs against an entry the owner has not updated.

    Stage writes

    Only where write access and approval policy allow it

  4. 04 · Output

    1 mode

    • KM-01

      Outstanding item unmarked

      Evidence still missing is not shown as outstanding.

    Stage returns

    The package the signer reviews and

  5. 05 · Change / Version

    1 mode

    • KM-07

      Silent method regression

      A model or rule change widens what the agent will state.

    Stage tracks

    Model, prompt, method config and register version

  • Sev-1 · a figure stated without its record
  • Sev-2 · a wrong figure reaches the package
  • Sev-3 · source degrades, package routes to review
See the complete Energy & Utilities failure-mode catalogue

Affected slices

A good total can hide one bad obligation type

Break the amendment rate down by obligation type before you trust it. A total can look acceptable while a few types absorb most of the rework, so Nestack reports the rate by slice and not only in aggregate.

Slice performance — reported separately, not only in aggregate

Illustrative example
SliceFailure rateLiftLift vs. thresholdStatus
Newly added obligations9.7%3.8×Review
Estimated or gap-filled values5.6%2.2×Review
Multi-site aggregations3.8%1.5×Watch
Established recurring returns1.5%0.6×Normal

Bar: amendment-rate lift vs. established-return baseline · scale 0–4.0× · tick marks the 2.0× review threshold

2 of 4 slices over threshold

Evidence-linked improvement

A cycle ends in a test, not an explanation

An apology does not close a cycle; a case the next release must pass does. That suite is what the next filing put together here is measured against.

Improvement cycle · five stages

Switchback — the path turns at Improve and returns at Learn

  1. 01

    Detect

    Amendment rate rises in one obligation slice.

  2. 02

    Diagnose

    Within the same reporting cycle, a compliance analyst reads the packages and the records behind them until the cause narrows to one.

  3. 03

    Improve

    The correction is versioned, with the filings that motivated it attached.

  4. 04

    Verify

    A failing case holds the release until it passes.

  5. 05

    Learn

    The case is added permanently, and the reporting rules move with it.

  6. Learn → Detect

    The return edge. The next detection runs against a suite that is one case longer.

Typical build scope

Twelve workstreams across six weeks

The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, assembly workflow, evaluation, integration, then production validation and handover.

Workstream

Week 1Week 2Week 3Week 4Week 5Week 6

  1. 01Reporting workflow discovery and boundary definition.Week 1
  2. 02Source-system and register assessment.Week 1, Week 2
  3. 03Obligation-register and method mapping with your compliance team.Week 1, Week 2
  4. 04Source ingestion and normalisation.Week 2
  5. 05Assembly logic and source binding.Week 2, Week 3
  6. 06Confidence scoring and exception routing.Week 3
  7. 07Signer review workflow.Week 3, Week 4
  8. 08Source and register-system integration.Week 5
  9. 09Traceability and deadline cases.Week 4, Week 5
  10. 10Guardrails and filing controls.Week 4
  11. 11Filing-trail instrumentation.Week 5, Week 6
  12. 12Deployment, documentation and Agent Care handover.Week 6

12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallel

Final scope and sequence confirmed in discovery

Engagement tiers

What each tier includes

Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.

Capability✓ in scope · — not at this tierPilotOne obligation, one siteProductionProduction source systemsAdvancedMultiple regimes / entities
Introduced at Pilot
Assembly to your register and methods✓✓✓
Signer approval✓✓✓
Traceability baseline✓✓✓
Introduced at Production
Reporting by obligation—✓✓
Review workflow in your systems—✓✓
Approved source write-back—✓✓
Source-system integration—✓✓
Introduced at Advanced
Multi-regime method rules——✓
Multi-stage compliance approvals——✓
High filing volume——✓
Multi-regime filing controls——✓
Build priceFrom $5,000From $8,000Custom quote
Final build price
Confirmed after discovery based on integrations, workflow complexity, reporting volume, approval controls and deployment requirements.
Separate from build
Build pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.

What we need from you

What you bring, and what we build with it

Each input maps to a piece of build scope and a week in the delivery timeline.

  1. 01Your obligation register and its named owner

    Register ingestion and obligation mapping

    Week 1
  2. 02Representative past filings

    Assembly baseline, method extraction and source binding

    Week 2
  3. 03Your stated methods, factors and boundaries

    Method and boundary mapping, and the automation boundary

    Week 1
  4. 04Access to relevant APIs, feeds or exports

    Source and register-system assessment, then integration setup

    Week 2
  5. 05Figures you would not want filed

    Traceability cases and the evaluation suite

    Week 4
  6. 06What must reach a signer before anything is filed

    Confidence scoring, exception routing, guardrails and approval controls

    Week 3
  7. 07Named signers to review packages

    Signer review workflow, then pilot and production validation

    Weeks 5–6

Nothing else is required

Deployment, documentation and Agent Care handover are ours.

Delivery timeline

Four phases across six weeks

Each band covers the weeks the work really takes, so week 5 carries evaluation and launch together.

Phase

W1

W2

W3

W4

W5

W6

  1. DiscoveryW1
  2. BuildW2 – W3
  3. EvaluateW4 – W5
  4. Pilot & LaunchW5 – W6

Week focus

W1Reporting workflow discovery, method mapping and the automation boundary

W2Source integration and the assembly baseline

W3Assembly workflow, confidence logic and approval controls

W4Evaluation suite, traceability checks and failure-mode testing

W5Register integration, pilot obligations and targeted corrections

W6One reporting cycle assembled under the compliance team, then handover

Reading the band
Bars are drawn over the weeks the work occupies. The fifth week doubles because evaluation and launch overlap.
At the end of W6
Validation finishes on a live cycle and Agent Care assumes monitoring.
Duration
Six-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.

Next step · Energy & Utilities AI agent

Build a reporting agent around the register you maintain.

We map the assembly workflow, set the automation boundary and name what stays with a person. You bring the obligation register, the systems your figures live in and the officer who signs.

Typical delivery
4–6 weeks
Deployment
Your source systems
Named signer
Pre-submission
After launch
Agent Care available

Nestack Agents · Compliance reporting

AGT-EN-04 · Agent Care available after launch

Build a reporting agent

Four questions so the call starts from your actual setup — then pick a time that suits you.

About you
Your reporting

No obligation. We’ll map the workflow, name the automation boundary and tell you if an agent is the wrong answer.