XBRL Reporting,
The Right Way.

Taxonomy and Tools

XBRL Taxonomy and reporting templates in a single process.

XBRL Tools and Services to help build working and maintable reporting systems

Taxonomies are at the heart of any XBRL reporting system and they require careful consideration in their design and effective testing to ensure that they operate correctly. Starting with the right tools for the job and the right advice is critical to the success of the project.

UBPartner’s range of XBRL Tools reflect the different requirements and level of expertise, plus offer powerful features to help you get the job done. All of our tools incorporate the full validation and processing capabilities of the XBRL Processing Engine (XPE) to ensure that your reports are always fully compliant with the relevant rules and standards.

XBRL Tools
1Taxonomy Builder

Design and generate XBRL taxonomies from Excel layouts, and produce reporting templates at the same time. Full taxonomy validation and verification, plus output an XT Taxonomy Package that can be used with the other XT components.

2Taxonomy Explorer

Review and analyse your XBRL taxonomies in our advanced and intuitive user interface that offers multiple views, such as concept relationships, calculations, languages, and properties, that sync in real-time.

3Mapping Tools

Our mapping tools are used to automatically generate templates directly from the Taxonomy, using the Table Linkbase.s We deliver a mapping XML file, so you can generate XBRL or inline XBRL files using XBRL conversion tools.

4XPE Software Develpment Kit

XPE is provided with a range of sample code and a complete set of Application Programming Interfaces (APIs) for taxonomy navigation and editing, instance document creation and editing and XBRL document transformation. using these you can build your own XBRL utilities and tools.

1Taxonomy Builder

Design and generate XBRL taxonomies from Excel layouts, and produce reporting templates at the same time. Full taxonomy validation and verification, plus output an XT Taxonomy Package that can be used with the other XT components.

2Taxonomy Explorer

Review and analyse your XBRL taxonomies in our advanced and intuitive user interface that offers multiple views, such as concept relationships, calculations, languages, and properties, that sync in real-time.

3Mapping Tools

Our mapping tools are used to automatically generate templates directly from the Taxonomy, using the Table Linkbase.s We deliver a mapping XML file, so you can generate XBRL or inline XBRL files using XBRL conversion tools.

4XPE Software Develpment Kit

XPE is provided with a range of sample code and a complete set of Application Programming Interfaces (APIs) for taxonomy navigation and editing, instance document creation and editing and XBRL document transformation. using these you can build your own XBRL utilities and tools.

UBPartner consultants have years of experience designing and supporting XBRL systems and have helped some of the most complex and largest XBRL projects in the world. Let them help you make your XBRL project successful, Contact us for a discussion on what you need – see below.

XT Taxonomy Packages

Making regulation upgrades a simple process. When a new Taxonomy is released, UBPartner’s experts will produce a new XT Taxonomy Package which is the mechanism by which XT systems are readily updated. A Taxonomy Package contains all the information for the XBRL tools to do their job – the XBRL Taxonomy, blank templates, mapping files, deactivated formula lists, valid usability dates for the new Taxonomy and much more. UBPartner already provides a range of standard XT Taxonomy Packages per below, but new ones can be added on request. Additional local Taxonomies are provided by partners or global distributors.