AI Financial Report Analysis (AI Financial Assistant) uses AI to analyze financial statements and financial status — from extracting data out of documents to in-depth analysis. Stream built it for a regulator, specifically for supervision work.
AI Financial Assistant — AI-powered financial analysis
Key capabilities
- Financial-statement data extraction with OCR, with a review queue for incompletely processed documents (approve or reprocess)
- Financial-status risk analysis with a risk overview per reporting period
- Statement accuracy checks
- Consistency checks between the financial statements and the auditor’s summary report or cover letter
- Business-trend analysis from 3 years of history
- Deep analysis that flags significant anomalies, their causes, related notes to the statements and an executive summary
Financial Statement Data Extraction using OCR
Financial Status Report — risk overview per report
Financial Statement Deep Analysis — anomalies, causes and executive summary
Who it is for
- Organizations checking the financial health of partners, customers or vendors
- Regulators supervising the financial status of regulated entities
Note: company names shown in the screenshots are sample data.
