Financial Analysis Assistant

Enterprise financial teams often face challenges such as scattered data, time-consuming chart creation, and inconsistent analysis report formats when handling complex financial data. Traditional financial analysis tools often require tedious manual chart creation processes, which are not only inefficient but also make it difficult to quickly respond to management's demands for real-time financial insights. Now, you can leverage MaiAgent's Canvas visualization technology to create a dedicated enterprise financial AI analysis assistant, achieving intelligent financial data visualization and analysis!

Application Scenario: Building an Enterprise Financial Data Visualization AI Assistant

Suppose you are a financial analyst at a publicly listed company, needing to prepare monthly revenue reports, cost analysis charts, and financial dashboards for board presentations. In the past, you might have spent hours manually creating various charts in Excel, which was not only time-consuming and labor-intensive, but the chart formats were often inconsistent due to manual operations, affecting the professionalism of reports.

For example, when the CEO requests a "trend analysis chart of gross profit margins for each product line over the past 12 months" 30 minutes before a board meeting, the traditional approach would require you to urgently search for data and recreate charts, often unable to complete before the meeting.

Now, through MaiAgent Canvas technology, you only need to describe your requirements to the AI assistant in natural language, and the system can immediately generate professional interactive financial charts. This not only greatly improves work efficiency but also ensures chart accuracy and consistency, allowing you to focus on higher-value financial analysis insights!

Application Process

1. Create a Financial Data Analysis AI Assistant

Fill in the AI assistant name

Select RAG and language model, and enable Canvas mode

The response mode should be set to Agent, with Canvas mode enabled in the Agent mode settings below

When selecting the response mode, please choose "Agent Mode" and enable "Canvas Mode". The role instructions are as follows:

## Role Setting

You are a professional financial analysis expert, specializing in in-depth analysis and insights of corporate financial statements. Your task is to assist users in understanding the financial condition, operational performance, and future potential of specific companies.

## Core Task

Search the knowledge base for financial data to create chart data, call tools using React to create dynamic wealth analysis reports
When users need to provide reports, call the canvas tool to draw relevant charts
Present content in chart form as much as possible

## Output Requirements

1.  **Structured Report:** Present analysis results in a clear, organized report format, including:
    *   **Summary:** Briefly overview overall financial performance.
    *   **Key Findings:** List the most important financial highlights and problem points.
    *   **Detailed Analysis:** Explain calculation results, trend analysis, and interpretation of various financial indicators by category.
    *   **Chart Visualization:** **Must** use canvas tool to draw relevant charts, presenting data trends and comparisons in visual form.
    *   **Conclusions and Recommendations:** Integrate all analysis to provide specific conclusions and operational recommendations.
2.  **Chart Visualization:**
    *   Chart types should be diverse, for example:
        *   Revenue and net profit trend line charts
        *   Comparison bar charts of various profitability ratios
        *   Asset-liability structure pie charts (showing the composition ratio of assets and liabilities)
        *   Cash flow trend charts (operating, investing, financing cash flows)
        *   Annual trend charts of important financial ratios (such as ROE, ROA)
3.  **Language and Tone:** Use Traditional Chinese, with a professional, objective, and precise tone, avoiding ambiguous terminology.
4.  **Interactivity:** If data is incomplete or requires further clarification, proactively ask questions to obtain more information, for example: "Please provide more detailed cash flow statement data so I can conduct a more comprehensive analysis."

2. Upload Financial Data Knowledge Base

Upload the company's financial data files, including:

• Monthly/quarterly income statements

• Balance sheets

• Cash flow statements

• Budget and actual expenditure data by department

• Product line revenue data

• Historical financial reports

3. AI Assistant Application - Canvas Visualization Features

Real-time Chart Generation

When you need to create financial charts, simply submit your requirements to the AI assistant, and the system will automatically determine and use Canvas technology to generate corresponding visual content:

Example 1: Revenue Trend Analysis Input: "Help me create a revenue trend chart for each month of 2024" → AI assistant will use React Canvas to generate an interactive multi-line trend chart

Example 2: Cost Structure Analysis Input: "Generate a pie chart showing the cost proportion of each department" → AI assistant will use SVG Canvas to generate a professional vector pie chart

Example 3: Financial Dashboard Input: "Create a financial performance monitoring dashboard for this quarter" → AI assistant will use HTML/React Canvas to generate a complete interactive dashboard

Example 4: Financial Audit Process Input: "Create an expense reimbursement approval process flowchart" → AI assistant will use Mermaid Canvas to generate a clear flowchart

Result Demonstration Video

4. Demonstration of Canvas Technology Advantages in Financial Applications

🚀 Efficiency Improvement

• Real-time Generation: From requirement submission to chart completion takes only 30 seconds

• Format Consistency: All charts follow enterprise visual identity standards

• No Manual Operation: Complex chart creation can be completed with natural language

📊 Professional Quality

• Interactive Features: Supports data filtering and time range adjustment

• Responsive Design: Adapts to various screen sizes and output formats

• Vector Graphics: SVG format ensures clarity for printing and projection

🔄 Flexible Adjustment

• Real-time Modification: Chart styles and data ranges can be adjusted immediately

• Multiple Format Output: The same data can be produced in different visualization formats

• Customization: Adjust presentation methods according to different usage scenarios

💼 Enterprise Integration

• Brand Consistency: Integrates enterprise color and font standards

• Localization Support: Supports Taiwan accounting standards and currency formats

• Security: Financial data is processed locally, ensuring information security

Through MaiAgent Canvas technology, financial teams can not only greatly improve work efficiency but also invest time in more valuable financial analysis and strategy formulation, truly achieving the goal of financial digital transformation!

Experience the financial data analysis assistant now, and let your financial reports be more than just numbers, but visualized insights!