The problem
Analysts retype revenue, margins, debt, and cash figures from statements into a model, then write the same variance notes again. The memo and the source statements are different files.
How the workflow runs
Extract statement fields
An extract agent reads the key figures from the uploaded statements onto the run.
Generate the review memo
A generate step writes a markdown review memo from those figures and is prompted to flag anomalies. The narrative and the numbers share one run.
Confirm the figures
Add a human review node on the canvas when an analyst must confirm the numbers before the memo is treated as final.
What the hosted app shows
Analysts upload statements, enter entity details, and read the extracted table and the memo on the hosted desk. The source statements stay on the document viewer.
Who it is for
Finance, audit, and deal teams that review statements and need a memo tied to the extracted figures.
Questions
It extracts figures and drafts a review memo. It does not issue an audit opinion.
The memo prompt asks the generate step to flag anomalies in the extracted figures. Tighten that prompt for the ratios your team always checks.
Use tax document processing for W-2s, 1099s, and returns. This starter is for financial statements.