Financial Document Intelligence and Workflow Automation

OpenAI GPT-4 Google Gemini LLM Document AI Python REST API

98%

Classification Accuracy

50%

Time Reduction

About the Customer

PT Sobat Sepadan is a financial services company building digital products for lending and personal finance. As the product matured, the team needed a smarter way to process growing volumes of documents and unstructured financial data.

Key Business Challenges

Large volumes of vendor and customer documents arriving in different formats
Manual classification and review steps that slowed service delivery
Difficulty scaling operations while keeping errors low
Need for AI that aligned tightly with product vision and the existing technology stack

What We Automated

Classifying incoming financial documents (contracts, invoices, bank statements, reports) using LLM-based models
Extracting key financial fields (amounts, counterparties, dates, tax information) into structured formats
Summarizing lengthy documents into concise briefs for finance and business teams
Automatically routing high-priority or exception cases to the right owner for review

How We Solved It

1
Designed and implemented a Financial-AI application powered by modern LLM services (OpenAI GPT-4, Gemini)
2
Built three core AI services: document classification, key-field extraction, and document summarization
3
Deployed a scalable architecture that integrates seamlessly with the existing application backend
4
Collaborated with product and engineering to translate business rules into robust AI pipelines
5
Created a reusable AI foundation for future features

"This solution has made our financial document handling significantly faster and less error-prone. Teams now focus on decisions rather than basic data cleaning and sorting."

— PT Sobat Sepadan Team