AI Agents Transforming Financial Data Processing
AI-powers extraction, validation, and linking of financial data across formats, languages, and global sources.
Company Overview
A global leader in private market data and investment insights, serving asset managers, investment firms, and financial professionals worldwide.
Business Challenges
Processing over 150,000 financial documents manually each year caused delays, inefficiencies, and higher operational costs.
Ensuring data accuracy and linking extracted data back to source document was difficult using manual methods.
Diverse financial document formats and language from multiple countries made data extraction and standardization more complex
Increasing data volumes and limited resources restricted scalability and slowed overall operations
Botminds Solution
Botminds AI automated extraction of key financial metrics like EBIT, EBITDA, and revenue computing derived values with transparent methods.
Supporting 30+ languages, the solution scales globally and uses intelligent hyperlinks to link extracted data to source documents for full traceability
Real-time monitoring with automated alerts flags data issues instantly, while API integrations with 20+ registries automate regulatory data retrival and track audit logs
A Human-in-the-Loop approach ensures 99% accuracy for low-confidence cases, with a live dashboard providing real-time visibility into processing and performance