Generic AI reports were not enough.
The reports needed to be meaningfully different. A numerical balance review, a client-facing statement overview, and a financial KPI analysis should not sound like the same answer with different titles.
FINANCE AI
Financial documents turned into reviewed analysis workflows.
Saldo needed AI-assisted reports that could distinguish balance checks, plain-language financial statement overviews, and KPI-focused financial analysis.
Document uploadAccounting contextReport differentiationRecommendationsHuman review
01 InputFinancial docs
Reports and supporting files enter the workflow.
02 ContextAccounting rules
RTJ guidance and supplied notes shape analysis.
03 AI stepDraft reports
Balance checks, overview, and KPI analysis are separated.
04 EvaluateAccuracy checks
Unsupported claims and weak recommendations are caught.
05 ReviewAccountant approval
Financial judgement stays human-controlled.
THE WORKFLOW
AI analysis with accounting context and review.
The work focused on turning uploaded financial documents and accounting guidance into separate report types, with clearer prompts, RTJ rule context, better source handling, and outputs that accountants could review before use.
REPORT TYPES
Outputs designed for different jobs
- • Balance Review for numerical reconciliation against accounting rules, bank balances, and tax balances
- • Overview of Financial Statement for plain-language client explanations
- • Business Performance Analysis with KPIs, risks, and management recommendations
- • Prompt and knowledge-base governance around RTJ context
More precise report logic and context use.
The workflow used direct prompting with a focused knowledge base instead of overcomplicating the system, separated the prompt design by report type, and used client examples to test weak recommendations and unsupported claims.
Accountants remain in control.
AI recommendations, anomaly explanations, equity comments, generated reports, and rule-sensitive statements require professional review before client use, especially where accounting rules and judgement are involved.
A more useful financial analysis workspace.
The result is a clearer direction for finance AI: differentiated outputs, better review expectations, and a workflow that supports accountants instead of replacing judgement.
NEXT STEP
Need document AI where accuracy matters?
Design the report types, evaluation checks, and human review path before turning AI loose on sensitive documents.
Scope an AI workflow