AI FINANCIAL AGENT
REDEFINING THE ROLE OF FINANCIAL ANALYSTS
UBPartner introduces the AI Financial Agent – a breakthrough solution designed to transform how financial analysts work, bringing automation, accuracy, and insight into every stage of analysis.
THE JOB OF A FINANCIAL ANALYST TODAY - WITHOUT AI
Financial analysts now spend over 70% of their time preparing data and only 30% analyzing it.
Manual collection, error-prone spreadsheets, and repetitive calculations all slow down strategic and decision-making.
Key challenges:
- Manual data collection from multiple sources
- Error risk in formulas and inconsistent reporting practices
- Time lost on formatting and reconciliation
As a result, projects slow down and teams lose opportunities for deep insights and strategic analysis.
THE JOB OF AN AUGMENTED ANALYST - WITH UBPARTNER’S AI FINANCIAL AGENT
The UBPartner AI Financial Agent leverages the latest AI and automation technologies to change the way financial data is managed, analyzed, and presented.
Key advantages:
- Automated data extraction (XBRL, APIs, reports, XML, etc.) for structured datasets in seconds
- AI-powered insights that precompute KPIs, ratios, and analytical indicators
- Dynamic dashboards with clear comparisons, peer analysis, and predictive data points
- Smart design & automation for reporting consistency and regulatory alignment
- Real-time monitoring for deeper investor, client, and portfolio growth insights
Result: analysts focus on research, interpretation, and strategic growth.
USE CASE BY BUSINESS PROFILE
Different organizations, different insights – same intelligent automation.
UBPartner’s AI Financial Agent delivers tailored insights to meet the needs of various financial teams – all powered by the same core technology.
INTEGRATION WITH CLIENT SYSTEMS
The UBPartner AI Financial Agent easily integrates with existing analytics ecosystems — ensuring interoperability, security, and scalability.
It accesses all sources of your company data, including internal ERP systems, APIs, and regulatory data, into one intelligent, unified ecosystem.
BUSINESS INTELLIGENCE TOOLS
Instantly export insights to BI tools such as Power BI, Qlik, or Tableau – ensuring fast, visual, and compliant reporting.
Supports all major European frameworks – COREP, FINREP, ESG, Solvency II with automated, XBRL-based reporting.
UPDATES, TRACEABILITY & AUDITABILITY
Built-in traceability, audit trail, and continuous compliance monitoring ensure transparency and full data lineage.
KEY INSIGHTS & TAKEAWAYS
A smarter solution for analysts — ready today.
- Integrates seamlessly into any analytical workflow.
- Offers efficient, reliable data preparation and management.
- Frees financial teams from manual work — allowing them to focus on interpreting and reporting.
EASY TO EXPERIENCE THE FUTURE OF FINANCIAL ANALYSIS
Discover how UBPartner’s AI Financial Agent can transform your financial analysis and reporting.