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Реальные внедрения
Finance8 апреля 2026 г.

Automating monthly reporting for a financial services group

Document intelligence and a private analytics layer turned a five-day manual reporting cycle into a same-day process — with full data residency.

5 days → 1
Reporting cycle
90%
Less manual data entry
On-prem
Full data residency

Problem

Each month, the group's finance team spent nearly a week consolidating data from multiple systems, reconciling figures, and assembling regulatory and management reports by hand. The process was slow, error-prone, and impossible to scale as the business grew. Strict data-residency rules meant the data could not be processed by public cloud AI services.

Solution

AIOS built a private reporting and analytics layer on the group's own infrastructure:

  • Document intelligence to extract and validate figures from source documents automatically.
  • Automated reconciliation across systems with anomaly flagging.
  • A natural-language analytics assistant for executives to query results directly.
  • Templated generation of regulatory and management reports.

All processing happened on-premise, keeping sensitive financial data fully within the group's environment.

Results

The monthly reporting cycle shrank from five days to one, and manual data entry fell by around 90%. Executives could ask questions of the numbers in plain language and get immediate, explained answers. The group strengthened its compliance posture while keeping full data residency — no information ever left its infrastructure.

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