Creating Financial Report Copilot using Insituate

By
Atif Quamar
March 12, 2024
4
min read
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In today's dynamic financial landscape, where precision and security are paramount, Insituate steps up to the plate with its state-of-the-art Financial Report Copilot. This revolutionary solution simplifies the intricate process of generating financial reports while ensuring top-tier security for your sensitive financial data.

Setting Up Your Workspace

Embarking on your financial reporting journey with Insituate is a breeze. Begin by creating a dedicated workspace, aptly named 'Financial Reporting Hub', to serve as the foundation for your foray into the world of financial data management.

Choosing Your Focus

Insituate's Financial Report Copilot offers a wide array of templates tailored to your specific reporting needs. Let's choose CRE underwriting expert and Financial report generator. It comes complete with pre-configured prompts, model settings, and a Language Model Model (LLM) at your disposal. With the open_orca mistral model 7b, in this case,  securely installed on-premise, you have access to one of the industry's leading LLMs.

Streamlined Deployment with Builder!

Builder unlocks immense customization capabilities without ever needing to know the intricacies!

Once your financial report is ready, Insituate provides seamless options for exporting it as an API. Customize input and output formats effortlessly using JSON formatting, ensuring your financial reports align perfectly with your needs.

Grounding on your Financial Data

Advanced Logging and Data Security

Insituate goes the extra mile by ensuring data security in the realm of financial reporting. The system's logs adhere to RBAC and ABAC policies, guaranteeing your financial data remains safeguarded. Synthetic evaluations can be run on these logs, and the sentry mode continually assesses the health of your financial reports, offering suggestions for improvements when needed.

In conclusion, Insituate's Financial Report Copilot redefines how financial reports are generated in the corporate world. Its simplicity and power make it an indispensable tool for financial professionals seeking to create, fine-tune, and secure financial reports effortlessly. With Insituate, the future of financial reporting is brighter and more secure than ever before.

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Atif Quamar