AI-Agents for Document Conversion in Financial Services
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Email CSV copies of requested financial reporting tabs.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
33 toolsRefresh financial data extracts and point analysts to missing values.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsPut client report pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsReturn text from scanned loan papers in the email thread for review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsSend a requested tab as a CSV for financial data handoffs.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 toolsAssemble loan file PDFs in order and share the finished link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsSend approved financing agreements to named signers and record their links.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsJoin account case exhibits in order for the support team.
Get case exhibits in one PDF, in your requested order, with a link in the case for the support specialist to review.
Transcribe linked financial document images for file review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsBundle scanned client paperwork as source-labeled text for review.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsPut photographed loan paperwork into text for approval review.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
4 toolsConvert 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.
6 tools
