Merger Balance Sheet Automation
AI-powered financial data reconciliation system for bank mergers with >90% accuracy using vector embeddings
Key Metrics
Features
AI-Powered Semantic Matching
Vector-based similarity matching using transformer models to handle inconsistent naming conventions and identify data relationships.
Multi-Version Architecture
Three implementations: standard exact matching, enhanced with comprehensive logging, and vector-based for maximum accuracy.
Enterprise Logging & Audit
Comprehensive audit trails with SQLite and PostgreSQL support for compliance and troubleshooting in financial environments.
Automated CSV to Excel Integration
Processes multiple CSV files and updates balance sheets automatically with configurable matching thresholds.
Multi-Client Support
Handles data for different financial institutions with standardized folder structure and client-specific configurations.
Predictive Value Filling
AI-powered prediction of missing values based on learned patterns from historical financial data.