Doc Review Assistant

Doc Review Assistant

Doc Review Assistant

The Opportunity

The Opportunity

Financial auditing traditionally requires significant manual effort. Auditors spend weeks extracting, reviewing, cross-checking, and reconciling extensive financial and operational data, such as profit & loss statements, contracts, legal filings, and tax returns. This manual process not only consumes substantial time but also increases the risk of human error, potentially leading to compliance issues, missed financial opportunities, and costly corrective actions.

Key Features:

  1. Easy Document Upload and Prioritization: Auditors upload all financial and operational documents into a user-friendly interface. Documents are then prioritized automatically into primary (core financial statements), secondary (contracts and agreements), and tertiary (transactional documents).

  2. Efficient Data Ingestion: The system dynamically processes uploaded documents, storing them in a Qdrant vector database, optimized for quick AI-driven searches and accurate analysis.

  3. Intelligent Summarization: The AI copilot quickly summarizes key financial information, highlighting essential details and potential issues.

  4. Automated Reconciliation: The copilot automatically cross-checks financial transactions across all documents, flagging discrepancies clearly for auditor review.

  5. Real-time Compliance Checks: The AI systematically applies GAAP standards and SOX compliance criteria to identify and flag suspicious transactions.

  6. Clear and Actionable Reports: The copilot generates comprehensive reports outlining financial health indicators, discrepancies, and compliance issues.

  7. Interactive Chatbot Support: A built-in chatbot powered by Retrieval Augmented Generation technology enables easy querying of detailed information.

The Solution

The Solution

PressW developed the Auditing AI Copilot, a powerful AI assistant specifically designed to automate and streamline financial auditing processes. Leveraging advanced Large Language Models (LLMs) and state-of-the-art document parsing technologies, the solution significantly improves efficiency, accuracy, and compliance:

Tools
Tools
Tools

LangChain, Python, Google Cloud, Neon SQL, Unstructured, LlamaParse, Qdrant DB, React, NextJS

LangChain, Python, Google Cloud, Neon SQL, Unstructured, LlamaParse, Qdrant DB, React, NextJS

LangChain, Python, Google Cloud, Neon SQL, Unstructured, LlamaParse, Qdrant DB, React, NextJS

Highlights
Highlights
Highlights

Dramatically reduced initial document review and reconciliation time—from weeks down to under ten minutes

  • Projected annual savings of thousands of work hours

  • Enhanced accuracy in detecting compliance risks and discrepancies

  • Improved overall audit quality, transparency, and consistency

Dramatically reduced initial document review and reconciliation time—from weeks down to under ten minutes

  • Projected annual savings of thousands of work hours

  • Enhanced accuracy in detecting compliance risks and discrepancies

  • Improved overall audit quality, transparency, and consistency

Dramatically reduced initial document review and reconciliation time—from weeks down to under ten minutes

  • Projected annual savings of thousands of work hours

  • Enhanced accuracy in detecting compliance risks and discrepancies

  • Improved overall audit quality, transparency, and consistency

Content
Case Study
Case Study
Case Study
Tools

LangChain, Python, Google Cloud, Neon SQL, Unstructured, LlamaParse, Qdrant DB, React, NextJS

Highlights

Dramatically reduced initial document review and reconciliation time—from weeks down to under ten minutes

  • Projected annual savings of thousands of work hours

  • Enhanced accuracy in detecting compliance risks and discrepancies

  • Improved overall audit quality, transparency, and consistency

Pushing your business forward into the age of AI

Copyright 2025, PressW, LLC

Pushing your business forward into the age of AI

Copyright 2025, PressW, LLC

Pushing your business forward into the age of AI

Copyright 2025, PressW, LLC