FintegrationAI
AI Agents for Financial Services
Empowering Faster, Accurate, and Personalized Financial Services through AI Agents
What FintegrationAI Offers
API Ready
Seamlessly integrates with existing systems to deliver document data through APIs
Anomaly Detection
Identifies irregularities in data,
ensuring accuracy and compliance
Powerful OCR
Capable of reading both handwritten and machine readable documents with high
accuracy.
Adaptive Learning
Continuous improvement and personalization.
Predictive Analytics
Uses AI to forecast trends and patterns from internal & external data, aiding proactive
decision-making.
Sentiment Analysis
Evaluates the tone and sentiment, providing deeper
insights into content
Self Hosted Vector Search
Fast, accurate search capabilities directly within your infrastructure, ensuring data security and exceptional performance.
Technology we use
Image Processing
Non-Machine Readable to Machine Readable:
Utilizes advanced OCR technology to convert scanned images, handwritten notes, and other non-machine readable documents into fully machine-readable formats. This ensures that all document data can be processed and analyzed efficiently.
AI Finetuning
Trained AI for Specific Use Cases: Employs machine learning algorithms that are fine-tuned to handle specific use cases
across various industries. This customization allows for highly accurate data extraction and analysis tailored to the unique
requirements of finance, sports, law, healthcare, and more.
Dynamic API Building
Creating APIs for Integration: Generates dynamic APIs that facilitate seamless integration with existing systems and
workflows. This enables real-time data exchange and ensures that the extracted and analyzed data can be readily utilized.
Use Cases
Invoice
Processing
Automates the extraction of data from invoices, streamlining accounts payable processes and reducing manual entry error
Receipt
Processing
Automates the extraction of data from receipts for expense tracking and customer purchase
analysis
Property Documentation
Extracts and organizes data from property documents such as titles, deeds, and lease
agreements, simplifying property management
Legal Document Review
Automates the review of legal documents, extracting key information and identifying anomalies
to assist legal professionals
Compliance Tracking
Ensures that all legal documents adhere to regulatory standards, providing audit trails for legal
compliance.
Medical Record Digitization
Converts paper-based medical records into digital format, ensuring easy access and
retrieval.
Insurance Claims Processing
Automates the extraction and validation of data from insurance claims, speeding up the
processing time and reducing errors
Our Case Studies
Client
Leading Sports Authority in USA
A major sports authority needed an efficient solution for verifying the ages of amateur athletes during onboarding. The existing manual process was labor-intensive and error-prone. Impact generated in 3 months:
Result
Document Handling
Processed 12,000 documents
seamlessly.
Time Savings
Saved approximately 800 man-hours in two months, greatly reducing manual workload and enhancing operational efficiency.
Client
Tax advisory firm in USA
The firm needed to efficiently process large volumes of W2 forms and develop personalized tax-saving
strategies for clients. Manual handling was time-consuming, impacting service delivery and client satisfaction
Result
Increased Reach
Enabled the firm to provide tax advice to a larger audience at a lower cost.
Cost Reduction
Reduced customer acquisition costs (CAC) by 80%, making it an effective customer
acquisition strategy.
Time Savings
Cut down manual data entry and analysis time significantly, allowing the firm to focus on
strategic advisory services