Report AI | Automate Report Generation in Financial Services (original) (raw)
Generate Compliant Reports and Memos 5x Faster
Report AI automatically creates compliant reports and memos based on internal guidelines and decisions. It is an AI Agent trained on your schema to ensure precision, accuracy, and consistency in every document.
Built-in regulatory compliance
Versatile document creation
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AI That Creates Information
Unstructured AI
Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or GenAI applications.
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Document AI
Trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more.
Process
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Conversational AI
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Database AI
Search
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Decision AI
Decision
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Report AI
Create
Report AI Reduces Manual Reporting Time to Boost Your Team’s Efficiency
Manual report generation is time-consuming, error-prone, and frustrating for employees. Across industries like finance, healthcare, and insurance, workflows often rely on inefficient reporting processes.
3.7 hours / week
Average time spent by workers creating reports manually.
1-2 hours / report
Time required just to compile data into a structured format.
30% of the workday
Spent searching for information to include in reports.
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How Report AI Works
Tailored to Your Company’s Reporting Guidelines
Report AI integrates seamlessly with your existing infrastructure to automate up to 90% of the reporting process—saving time, reducing errors, and enabling your team to focus on higher-value tasks.
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Key Features
Data compilation
Automatically gathers relevant data from multiple sources and organizes it for reporting.
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Content generation
Produces polished, professional reports and memos tailored to your specifications.
Document classification
Categorizes reports based on variables like department, confidentiality level, or project.
Version control
Tracks changes and manages multiple versions of reports effortlessly.
Vertical-Specific Reporting
Generate specialized reports tailored for regulated industries and complex use cases where accuracy and compliance are critical.
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Security & Data Privacy First
Flexible deployment
Our automation software is deployed on your infrastructure, either on your virtual private cloud (VPC) or on-premises.
Data security
Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.
Enhanced protection
This setup safeguards your users, keeping your operations secure and compliant.
Complex workflows in industries like finance and healthcare involve frequent report generation. Report AI is designed for enterprises that need to streamline these processes while maintaining compliance and accuracy.
Versatile Document Creation
Generate a wide range of professional documents, including financial reports, legal memos, operational summaries, and more.
Regulatory Compliance Built-In
Ensure all generated documents meet industry-specific regulatory requirements, safeguarding your business from compliance risks.
End-to-end Workflow Automation Support
Combine Report AI with Multimodal’s other AI Agents to automate even the most complex workflows from start to finish.
Self-Learning
Continuously improve through human feedback and programmatic inputs for progressive error reduction.
Compliance-Focused
Maintain detailed audit trails and explanations for regulatory adherence.
How Companies Save Time and Money With Multimodal
20x faster
application approval process
Automating Mortgage Application Workflow With AI Agents
95%+
accuracy in data extraction
Automating Insurance Underwriting with Customized AI Solutions
100%
Automation of contract cancelability determination
Transforming Loan Underwriting with AI-Driven Contract Analysis
90%
Reduction in response time
Streamlining Mortgage Processing with Custom Gen AI Solutions
1 AI Agent
answering queries using natural language
Boosting Customer Satisfaction With Quick and Accurate Responses
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20x faster
application approval process
Direct Mortgage Cuts Loan Processing Costs by 80% with our Agentic AI
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100%
Automation of contract cancelability determination
Transforming Loan Underwriting with AI-Driven Contract Analysis
90%+
Accuracy across a wide variety of transcript formats
Custom AI Solutions Deliver Fast and Reliable Data Extraction for Student Loans
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FAQs
What types of reports can I generate with Report AI?
Report AI can create compliant internal reports, loan documents, policy agreements, claims documents, memos, and other documents your company needs for various workflows.
How long does it take to deploy Report AI?
It takes us about 4-6 weeks to develop a pilot for your specific use case and about 3 months to develop a complete solution.
Can I use Report AI if my company doesn't allow SaaS products?
Absolutely. Report AI is unlike traditional SaaS products because your data does not leave your walls. We build and deploy it on-premises or on the virtual private cloud your company uses.
How is my data used during training?
We will use your internal data to fine tune Report AI, but we will not store it outside of your company’s data cloud or storage system. Our use of data abides by all data privacy regulations as well.