Agent for Document Analysis

Bank
#AI_Agent

Implemented in one of the top financial institutions in the Indian Ocean region.

Business value:

Enables faster SME loan decisions — reducing processing time by over 60% through automated financial data extraction and ratio calculation.

Key features:

AI agent assistant for the Business Banking Department:

  • Copilot Chat-based service assisting banking specialists with financial document analysis.
  • Automatically extracts and analyzes financial data from SME financial documents
for loan applications.
  • Calculates key banking ratios, provides Cash Flow, P&L, Balance Sheet, and Asset Quality analyses, and validates data consistency using AI.
  • Highlights key risks and missing information.
  • Provides tailored recommendations on next steps for each customer.
Screenshot: The AI agent extracts key financial data from uploaded client documents,
calculates core metrics and shows the formulas it uses