Case file and financial document analysis
It turns account statements, booking records, trial balances and case documents hundreds of pages long into tables; an AI agent does the calculations in Python and gives the result as text, charts and tables. You ask the file questions as if you were chatting, and every figure shows which document it came from.
A case file or a financial review holds hundreds of pages of statements, records and documents. You copy the amounts into a table by hand, add them up and note separately which figure came from which page; the work takes days.
What it changes for your business
- Statements and documents hundreds of pages long can become tables you can ask questions of.
- You can see which page of which document every figure came from.
- Because the calculations run in Python, the results can be traced and checked again.
- Personal data is masked; the model never sees client data.
How it works
You type your question to the file. The documents are read, personal data is masked and the content is turned into tables; an AI agent does the calculation in Python. The result comes as a chart and a report, with the document and page behind every figure written next to it.
How we set it up
Discovery call
We listen to the file types you work with, the questions you ask most often and who the report goes to.
Process map
Together we set the document types to read, the personal data to mask, the calculation rules and the report format.
Setup and integration
We set up the reading, masking and analysis steps in your environment and test by comparing the results with a file whose outcome you know.
Operation and improvement
We update the reading and calculation rules as new document types and question patterns arrive.
What we need from you
- Sample files (UDF, PDF or scanned) and bank statements
- The questions you ask most often and the report format you expect
- The account or server the solution will run on
Your data stays under your control
We design the setup with the KVKK, Turkey's data protection law, in mind: personal data is masked where needed, and the AI model receives only what the task requires. The solution can run in your own cloud account or on your own server, and we can add an approval step before anything leaves your business.
Frequently asked questions
- Which document formats and software does it work with?
- We set it up to read UDF and PDF documents downloaded from UYAP, scanned documents, bank statements, Excel sheets and trial balances. Results can be exported as Word, Excel or PDF.
- Where do the files stay, and how is KVKK (Turkey's data protection law) handled?
- Files can stay in your own account or on your own server. We set it up so that personal data is masked before it reaches the AI model, which works on the masked content. Together we set access and retention in line with KVKK.
- What happens when the system cannot read a document or is unsure about a calculation?
- We set the system up to flag a page it cannot read or a calculation that does not add up and show it to you, instead of closing the gap with a guess. Since the report shows the source of every figure, you or your team do the final check.
- How does setup run, and how long does it take?
- We start with a file whose outcome you know and verify the reading and calculation steps on it together. How varied the documents are also affects the schedule. The time depends on the systems to connect and the scope; after the discovery call we give you a step-by-step plan with a time estimate.
Which part of your work should we automate?
Tell us which process takes the most time; we will look at what can be automated together in a short call.