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Automated analysis of financial documents and generate the results in natural language using AI models.

Customer has hundreds of financial documents and they were looking for a solution which can read & analyze the documents and provide the response to user’s query in natural language.

Client:

Funddo

Category:

Marketing/Finance

Funddo – a mobile lending platform of Areeva Products & Services Private Limited (APSPL) Information technology (IT) software development and product & services Company.
They are committed to use latest technology to promote and deliver digital financial products and services globally, and collaborating with the partners to provide sustainable, inclusive financial services to consumers, small and micro enterprises.

01. Problem Statement

The customer wanted to build and scale generative AI applications for efficient financial data analysis based on bank statements uploaded by users in PDF format.

They want automate the process of creating a dataset from the uploaded bank statement files and building a comprehensive financial model and ask any questions related to bank statement.

Below were the requirements –

  • The user uploads the bank statement in pdf format
  • Creating a dataset of the uploaded BS file
  • Building LLM
  • Present Analysis Data 
02. Proposed Solution & Architecture

Following steps are performed to setup multi user access of the system and block data transfer –

our industries

Service Used In Funddo

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

AWS CloudTrail
AWS Config
Amazon GuardDuty
Amazon CloudWatch
Amazon EC2
Amazon Textract
Amazon Athena
Amazon S3
QuickSight
BedRock
03. Results
04. TCO Analysis Performed
  • 1 Year TCO – $36K
  • 3 Year TCO – $120K