Executive Reporting AI
95% automation of financial reports
The Challenge
Investment analysts spent hours manually copying data from quarterly financial reports and earnings transcripts to write client investment briefs.
The Altimet AI Solution
We built an AI Document Intelligence pipeline that extracts financial tables and metadata. The system compiles key metrics and generates draft briefs for review, ensuring analysts can quickly verify information before sending.
System Architecture
Multimodal PDF parser, schema validation layer, and brief generation prompt templates with complete source citations.
Measurable Impact
Brief creation time reduced from 3 hours to 8 minutes.
Zero transcription errors across processed tables.
95% automation rate, allowing analysts to cover double the investments.
Client Profile
Enterprise Entity
BlueHorizon Capital
Target Outcome
95% automation of financial reports
Integration Stack
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