Botminds Business Guide for Financial Operations

Automatically extracting values from financial tables and notes and mapping to custom taxonomy

Company Overview

A large American financial services & rating agency had to Process ~200 thousand annual reports of banks

OVERVIEW

Scaling Verification with Agentic AI

How Botminds AI helped an enterprise eliminate manual verification bottlenecks, improve data accuracy, and enforce compliance at scale.

Business Challenges

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Around 2 million pages in 10+ languages and in multiple reporting formats & styles

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High variations in the descriptions and line items that need to be mapped to a single taxonomy

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Data normalization and transformations are needed post extraction, 100+ trained analysts performing manual tagging

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Quality is critical as it powers some important financial models

Botminds Solutions

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Leveraging the pre-trained table understanding and financial statement understanding models to deliver the first version of the solution within days.

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Trained the client’s SMEs on Botminds AI platform. SMEs used point & click interfaces from day 1 to improve the accuracies.

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Upstream and downstream custom integrations made to make Botminds AI to work seamlessly with client's current workflow

BUSINESS IMPACT

Value Delivered

Quantifiable business outcomes delivered through Botminds AI-powered automation and intelligent workflows.

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Accuracy

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Improved Efficiency

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Productivity Improvement

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Scalable

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