AI Financial Report Analysis
AI that analyzes financial statements, financial-status risk, statement accuracy, consistency with the auditor’s report and 3-year business trends — built by Stream for a regulator, specifically for supervision.
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
How it works
Extract with OCR
Financial-statement data is extracted from documents with OCR
Review queue
Incompletely processed documents go to a review queue to approve or reprocess
Check accuracy
Checks statement accuracy and consistency with the auditor’s report or letter
Analyze risk & trends
Risk overview per reporting period and business trends from 3 years of history
Deep analysis
Flags significant anomalies and their causes, with an executive summary
These steps are arranged from the existing content of this page.
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.
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