Banking, finance and insurance
Accounting and reporting demo
A working demo, on sample data, of AI agents that answer questions about sales, stock, invoices and overdue balances, read uploaded spreadsheets and reply with charts. It shows how a finance team could ask its numbers questions in plain language.
Your data stays where you choose: on your own servers, in your own cloud account, or with a contracted model provider. We confirm which in writing.
How the work moves
A request arrives
Routing agent
Reading agent
Reporting agent
A person approves
Done, and logged
The AI agents
Routing agent
Reads each question and passes it to the agent that covers finance, inventory or suppliers.
Reading agent
Reads uploaded spreadsheets and compares figures across several files.
Reporting agent
Answers in plain language and draws a chart from the data when asked.
Where a person approves
In a live setup the finance manager would approve anything that changes the books; in the demo, the agents only read and report.
What changes
- Questions about the business answered in plain language, with a chart.
- Several spreadsheets analysed together in one conversation.
More in Banking, finance and insurance
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