An AI assistant that answers questions about your bank statements

Watches a folder of bank statements and keeps an AI chatbot updated so it always answers with the latest data.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"bank statement file changes"]:::trig s0["update knowledge base"]:::task s1["clear outdated statements"]:::task s2["answer team question"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"chatbot answers with current data"/]:::out pay{{"no manual statement lookups needed"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Chatbots & AssistantsKnowledge Base & RAGFinance & Accounting
Connects
QdrantMistral AI

The problem it solves

You or your team dig through folders of bank statements every time someone has a question about spending or balances. Keeping any reference tool updated by hand means it is always a step behind reality. You need an assistant that reflects the latest statements without you doing the busywork.

Who it fits

A finance or accounting team that wants instant, accurate answers about bank statement data without manual lookups.

How it works

  1. A new, updated, or deleted bank statement file appears in a watched folder
  2. The system reads the file and updates its knowledge base to match
  3. Old or removed statements are automatically cleared out so nothing outdated lingers
  4. A team member asks a question in the chatbot and gets an answer based on the current statements
What you get

Answers you get without digging through statements

Your team can ask questions about bank statements and get instant, accurate answers pulled straight from the latest files, day or night, without searching.

What you get

Accurate, up-to-date answers to questions about bank statement data through a chatbot.

What you need

A vector database subscription (Qdrant) and a Mistral AI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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