AI assistant for finance workflows
Implemented an internal tool to summarize, classify, and route financial documents faster and more accurately than manual processes.
Client
Financial Services Firm
Industry
Financial Services
Duration
2 months
Impact
5 hours saved per day per analyst
The Challenge
Finance analysts spent significant time manually reviewing, categorizing, and extracting key information from hundreds of documents daily (invoices, contracts, reports, emails). This repetitive work delayed higher-value analysis and created consistency issues across team members.
Our Solution
Developed an AI assistant that automatically processes incoming documents, extracts relevant data, and categorizes by type and priority.
Implemented intelligent summarization that highlights key financial terms, dates, amounts, and action items.
Built a review interface where analysts can quickly validate AI suggestions and provide corrections to improve the system.
Created routing logic to automatically assign documents to the appropriate team member based on content and workload.
Added integration with existing financial systems to auto-populate data fields and reduce manual entry.
Results & Impact
Each analyst saves 5+ hours per day on document processing
Document processing time reduced from 15 minutes to under 2 minutes per document
Accuracy of data extraction: 98% (vs. 92% human baseline)
Team capacity increased by 40% without adding headcount
Analysts report higher job satisfaction due to more strategic work