Agent Architecture
Autonomous Financial Report Generator Agents
FinSimplify deployed a fully automated multi-agent system to eliminate manual financial reporting. The AI agents extract data from internal databases, analyze financial metrics, and generate dynamic reports aligned with regulatory standards. Integrated with tools like Notion, Google Sheets, and internal dashboards, the solution delivers investor-ready insights at scale. With support for custom logic, compliance checks, and multi-format exports, teams now gain faster visibility with zero bottlenecks and minimal analyst involvement.
FINTECH
80+ people
2 years
UK
01.
Challenges
Manual report generation took 30–40 hours per month per analyst across departments.
Errors in data aggregation and version control impacted report accuracy and trust.
Teams lacked real-time visibility into key financial KPIs and forecasting.
Regulatory formatting and audit-readiness required repetitive manual formatting efforts.
02.
Solution
Implemented a multi-agent system to automate data extraction, analysis, and formatting of reports.
Agents handled logic validation, chart creation, and narrative generation based on financial data.
Integrated outputs into Notion, Google Sheets, and internal dashboards for seamless sharing.
Added compliance agents to verify audit-friendly formatting and consistency.
OUR INPUT
Solution Architecture
Business Analysis
Back-End Development
Front-End Development
Quality Assurance
Cloud & DevOps
Project Management
Business Analysis
Project Management
iOS Development
RESULT
We're proud of being instrumental to our clients success and sure that stable and flexible solution will assure stable growth in the future.
Our FeaturesApp Functionality
Data Extraction Agents
Narrative Generation
Dynamic Chart Rendering
Compliance Formatting
Report Export (PDF, Markdown)
Scheduled Reporting
Multilingual Support
Scheduled Payments
Notion & Google Sheets Integration
User Feedback Overlay
What we offersHOW WE DID IT
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Technologies we used
Creation Process
Discovery & Financial Workflow Analysis
- Worked with finance and ops teams to understand monthly and quarterly reporting cycles.
- Identified bottlenecks in spreadsheet consolidation, narrative writing, and formatting.
- Mapped different report types to their required data sources and audiences.
Agent Role Definition & Compliance Mapping
- Defined specialized agents: Data Extractor, Metric Calculator, Narrative Writer, Format Validator.
- Aligned agent output with financial reporting standards and audit readiness checks.
- Enabled override mechanisms and confidence scores for human-in-the-loop control.
Technical Architecture Design
- Built a LangChain-based architecture with function-calling support for structured data use.
- Used OpenAI + Pandas for metric computation and GPT-4 for dynamic commentary generation.
- Connected agents with version-controlled document pipelines (Google Sheets + Notion).
Development & Tooling Integration
- Engineered API access to financial databases for real-time agent querying.
- Built custom dashboards for output review, schedule control, and manual correction.
- Integrated Markdown and PDF export support for investor-ready formats.
QA, Testing & Tuning
- Tested agents with historical data sets and validated results against past reports.
- Adjusted prompts and logic flow for clarity, accuracy, and tone of generated summaries.
- Ensured fallback to manual edits in case of low-confidence outputs.
Deployment & Scaling
- Deployed agents on secure, scheduled pipelines using cloud functions and CI/CD.
- Enabled non-technical users to trigger or review reports directly via Notion and Sheets.
- Planned roadmap for scenario forecasting and board-level presentation generation.
Contact UsAccelerate Your Business with LasyaAitech
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What are the key benefits of partnering with LasyaAitech?
We provide end-to-end software development services, from initial concept to deployment. Whether it's web development, mobile apps, or integrating cutting-edge technologies like AI, our solutions are tailored to your unique business needs, ensuring high performance, scalability, and exceptional user experiences.
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We follow a structured approach, starting with an in-depth consultation to understand your requirements. Our team then drafts a clear project roadmap, ensuring transparency and regular updates throughout development. From prototyping to testing and deployment, we work collaboratively to bring your vision to life.
Can LasyaAitech help us scale our existing software or migrate to new technology?
Absolutely! We specialize in upgrading existing systems, improving performance, and enabling seamless migration to modern technologies. Our team ensures minimal downtime and a smooth transition tailored to your growth objectives.
Why should I choose LasyaAitech over other software development companies?
With a proven track record of delivering successful projects like MailBluster and ThemeWagon, we combine technical expertise with a client-first approach. Our agile methods and attention to detail ensure we exceed expectations and deliver measurable results.
How do you ensure the security and scalability of your solutions?
We prioritize security at every stage of development, implementing industry-best practices to protect your data and systems. Our solutions are designed to be scalable, allowing your business to grow without limitations, ensuring long-term success.
