Structured Finance Reporting Agent
Reverse-engineers investor and payment reports into structured Excel files, every reporting period.
The business process
Structured-finance operations that depend on recurring investor and payment reports arriving in inconsistent formats.
What the agent reads
- Investor reports
- Payment reports
What it produces
- Structured Excel files with consistent columns across issuers and periods
How it works
Large language models reverse-engineer each report's structure, extract the relevant data and generate structured spreadsheets automatically.
Runs on
- Domain-tuned SLM/LLM/VLM serving
- Governable agent orchestration
Related agents
Agents that share the same industry or the same capabilities.
ExtractReconcile
Lending Approvals Data Remediation Agent
Validates corporate financial statements against internal data before a loan is approved.
31datapoints validated per statement
ClassifyExtractReconcile
Customer Onboarding Data Capture Agent
Reads 27 document types submitted by retail and corporate clients and pre-fills the onboarding file.
250datapoints across 27 document types
ExtractSearch & answer
Corporate Profiling & KYC Agent
A conversational assistant that captures and validates financial data for corporate KYC and lending files.
60–70%of onboarding effort saved