BBaseline AI
Case Study

Financial Intelligence Platform

From financial chaos to one intelligent system.

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The challenge

Financial data was fragmented across bank alerts, statements, inboxes and accounts. Manual tracking consumed significant time and made it difficult to identify anomalies, categorize spending and maintain a unified financial view.

Architecture
  1. Step 1
    Multiple Inboxes
  2. Step 2
    Bank Alerts + Statements
  3. Step 3
    Intelligent Extraction
  4. Step 4
    Normalization
  5. Step 5
    Deduplication
  6. Step 6
    Categorization
  7. Step 7
    Financial Database
  8. Step 8
    Intelligence Dashboard

Selected outcomes

25+

Hours of manual work saved monthly

Bank charge leakage

Automatically surfaced through financial intelligence

Unified visibility

Across fragmented financial activity