AI-Agents for Document Conversion in Financial Services working with Microsoft SharePoint

Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.

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.

Bundle 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.

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.

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.

Export checked account rows for monthly financial reports.

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Place text from photographed loan documents with the matching review case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

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.

Preserve dates and amounts in reconciled transaction exports.

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

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