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AI-Agents for Data Export in Financial Services working with Microsoft SharePoint

Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.

Convert Text Files

Convert account data exports to CSV and identify rows needing correction.

Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.

Works with6 tools
Merge Weekly CSV Files

Merge weekly financial extracts and flag conflicting records.

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
Convert PDFs to CSV

Convert recurring financial report tables into downloadable CSV files.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
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