Financial Intelligence & Reporting OS

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Flagship

Custom AI ingestion + portfolio analytics layer transforming document processing and regulatory reporting.

14 days → 3 hours

Quarterly Reporting Time

12 min → 45 sec

Document Processing

2.5×

Scale Without Hiring

Overview

A financial services company (high-net-worth clients, regulatory oversight, multi-entity portfolios) needed to transform a heavily manual, compliance-driven operation. They received thousands of documents monthly including bank statements, K-1s, W-2s, paystubs, tax forms, mortgage statements, brokerage reports, and entity documents. We built a complete Financial OS powered by custom backend, RAG for document classification, advanced AI extraction with validation, portfolio analytics engine, automated compliance workflows, and reporting automation.

Challenges

90% of documents were unstructured PDFs

Regulatory rules required data accuracy

No unified portfolio view for clients

Advisors manually created summaries

Quarterly reporting took weeks

No standardized onboarding processes

What We Delivered

Full document classification engine (K-1, 1040, W-2, bank statements, brokerage)

Property-level OCR with confidence scoring

Extraction logic validated via custom rules (e.g., debt > assets triggers review)

Financial Computation Engine with net worth auto-calculation

Exposure analysis by sector, geography, risk

RAG-Powered Advisor Assistant for natural language queries

Automatic narrative generation for reports

PDF quarterly report generator with automated charts, tables, insights

Tech Stack

Custom backend, RAG document classification, OCR with confidence scoring, Portfolio analytics engine, Snowflake / Google BigQuery integration

Results

14 days → 3 hours

Quarterly Reporting Time

12 min → 45 sec

Document Processing

2.5×

Scale Without Hiring

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