Industry · Finance

AI for financial services: just ask the question

Crooked scanned PDF, 300-page annual report, Excel workbook, ERP export or general ledger file, ATG reads it all.

Your teams ask the question, and the answer cites the document it comes from.

By Jean-Christophe BudinUpdated on

Your sources

All your sources, even the worst ones

Scanned PDFs

Skewed, stained, badly scanned: OCR turns them back into text, tables included.

Financial reports

Annual reports, prospectuses, consolidated accounts: tables and notes are read along with the text.

Excel

Multi-tab workbooks and financial models, queried directly on their figures.

ERP exports

General ledgers, trial balances, extracts from your ERP, cross-checked with your other sources.

FEC

The French standard audit file of accounting entries, queried entry by entry.

You upload or connect the files. Then you just ask the question.

Proof

Accuracy, measured on a public benchmark

We run ATG on FinanceBench, released by Patronus AI: 150 analyst questions over 368 filings of listed companies, all in one knowledge base.

FinanceBench

ATG

Correct answers

92%

Average time

11 s
Mistral AI

Correct answers

86%

Average time

71 s
See the protocol and the comparison

Use cases

M&A has never been this simple

M&A and due diligence

Data room, target accounts, accounting exports: every question gets its answer from the documents, and ATG flags what is missing or contradictory.

Financial analysis

Find a figure, recompute a ratio, compare two fiscal years or two companies, with the source document cited.

Accounts review

Query the ledger file and trial balances: unusual entries, balances to justify, reconciliations across files.

Industry requirements

What a financial institution checks before deploying AI

Traceability

Every answer cites the documents used: an analyst checks before reusing a figure.

Choice of AI providers

The EU-only providers policy restricts processing to European providers. We publish the effect of that choice on accuracy and latency.

European hosting

The platform and data storage are hosted by European providers, in European data centres.

Published performance

Accuracy and response time measured on a public benchmark, configuration by configuration, compared with results published by others.

Our approach to sovereign AI

Frequently asked questions

Which documents can ATG analyse?

PDFs, including scanned ones (OCR), financial reports with their tables, Word, PowerPoint, Excel workbooks, ERP exports and FEC ledger files. You upload the files or connect your sources (SharePoint, Google Drive…), then ask your questions.

Can ATG's answers be checked?

Yes. Every answer cites the documents used, so an analyst can check the source before reusing a figure.

What accuracy can we expect on financial documents?

On FinanceBench, the public benchmark of analyst questions over filings of listed companies, we publish ATG's accuracy and response times for every configuration. The best test remains your own documents: we can measure it during a demo.

Can we use European AI providers only?

Yes. The EU-only providers policy restricts processing to European providers, and the platform is hosted in Europe. Your institution's own requirements are handled before deployment, with your risk and compliance teams.

Test ATG on your own documents

A demo on a sample of your reports or procedures, with your teams' questions.