Industry
Financial Services
~70%
less manual data entry
Days → hours
data refresh cycles
~40%
faster analytics queries
Challenge
An Australian financial advisory firm was spending hours per analyst manually extracting data from PDF statements, prospectuses, and Morningstar feeds into spreadsheets — a bottleneck that delayed every research cycle.
What we built
We designed an AI-powered document processing pipeline using LLMs to extract structured data at scale, plus an ETL pipeline that ingested Morningstar feeds straight into PostgreSQL. Reporting was rebuilt as automated jobs analysts could trigger on demand.
Stack


