AI-Agents for Document Conversion in Financial Services working with Microsoft Excel
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Export Spreadsheet Tab
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.
Works with
33 tools
33 tools
Extract Data for Review
Refresh 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.
Works with
18 tools
18 tools
Merge PDF Documents
Put 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.
Works with
8 tools
8 tools
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