Turn dense financial PDFs into AI research reports or newsletters

Upload a PDF report and get back either a deep research report or a short newsletter written by AI.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(("pdf uploaded with type chosen")):::human s0["extract text and data"]:::task s1["editor compiles final piece"]:::task s2["deliver report to user"]:::svc trig --> s0 s1 --> s2 gx{"× report type chosen"}:::gate s0 --> gx p00["agents research and draft sections"]:::task gx -->|"research report"| p00 p10["agents draft newsletter sections"]:::task gx -->|"newsletter"| p10 jn{"○ compile final piece"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"polished report or newsletter delivered"/]:::out pay{{"digest complex reports in minutes"}}:::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
A stepAn outside serviceA personOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationDocument Processing & OCRSurvey & FeedbackFinance & Accounting
Connects
Mistral AIOpenRouter

The problem it solves

Long financial reports and dense PDFs take real time to read and summarize properly, and pulling out the numbers and takeaways that matter is tedious. You either skim and risk missing something important, or block out hours you don't have.

Who it fits

An analyst, advisor, or finance team member who regularly needs to digest long reports quickly.

How it works

  1. You upload a PDF and choose either a full research report or a short newsletter
  2. The document's text, tables, and charts are extracted with AI-powered OCR
  3. A team of AI agents plans, researches, and drafts each section
  4. A final editor pass compiles everything into one coherent piece with citations
  5. The finished report or newsletter is delivered back to you
What you get

Dense reports turned into a quick read

Turn a long financial PDF into a clear research report or newsletter ready to share.

What you get

A polished, structured report or newsletter distilled from a complex PDF.

What you need

An OpenRouter API account and a Mistral AI API account.

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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