AI systems · Legal & finance

QuickBooks + PDF RAG Assistant

Answers finance questions from PDFs and QuickBooks exports, with citations to the source record.

Illustration of the QuickBooks + PDF RAG Assistant interface: Answers finance questions from PDFs and QuickBooks exports, with citations to the source record

The problem

Finance answers were spread across PDFs and QuickBooks exports that nobody wanted to dig through.

What we built

  • Ingestion of PDF documents and QuickBooks XML exports into a vector store
  • Answers grounded in that data with citations back to the source records

Results

Results aren't published yet. We only publish numbers we can stand behind.

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Next step

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