AI assistant for financial reports
streamlit app to present how to use the AI assistant for financial reports
diagram that depicts all the process that the AI assistant for financial reports goes through and how it impacts the data analysis process
solution architecture of the AI assistant for financial reports

Financial reports AI-assistant

  • Category: AI Engineering & Data Science
  • Objective: Introduce an AI-Assistant to support financial reports and analysis
  • Project URL: Financial AI-Assistant - FinTech

Description

✨ An AI-powered assistant to retrieve and summarize critical information from company financial filings (10-Ks), built using Retrieval-Augmented Generation (RAG), Ollama local LLMs, FAISS vector database, and Streamlit.

💵 Manual reading cut by 80% (~$90/hour saved). Lower operational costs (increased net margins).

⏳ Faster client reporting (higher client satisfaction). Higher client throughput (more projects handled per analyst).

🎯 Reduced human error (lower compliance risk).

🏁 Example:
- 1 analyst analyzing 100 reports manually: ~600 hours/year → ~$54,000 cost/year.
- 1 analyst using Financial Reports Assistant: ~100 hours/year → ~$9,000 cost/year.
✅ Savings: ~$45,000/year per analyst.

Made with: Python, LangChain, Ollama, FAISS, HuggingFace, PyTorch (backend), and Streamlit.