Financial analysis assistant

Corporate finance 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 usually require manual, tedious chart-making processes, which are not only inefficient but also make it difficult to quickly respond to management's need for real-time financial insights. Now, you can use MaiAgent's Canvas visualization technology to build a dedicated corporate financial AI analysis assistant, enabling intelligent financial data visualization and analysis!

Use case: Build a corporate financial data visualization AI assistant

Suppose you are a financial analyst at a publicly listed company who needs to produce monthly revenue reports, cost analysis charts, and financial dashboards for the board of directors. In the past, you might have spent hours manually creating various charts in Excel, which was time-consuming and labor-intensive, and chart formats often became inconsistent due to manual operations, affecting the professionalism of the reports.

For example, when the CEO requests a "12-month gross margin trend analysis by product line" 30 minutes before the board meeting, the traditional approach requires you to urgently search for data and remake charts, often unable to finish before the meeting.

Now, with MaiAgent Canvas technology, you only need to describe your requirements to the AI assistant in natural language, and the system will immediately generate professional interactive financial charts, greatly improving work efficiency while ensuring chart accuracy and consistency, allowing you to focus on higher-value financial analytical insights!

Application process

1. Create a financial data analysis AI assistant

Enter the AI assistant name

Select RAG and the language model,and enable Canvas mode

When choosing the response mode, please select "Agent mode" and enable "Canvas mode"; refer to the role instructions below:

## Role Setting (Role Setting)

You are a professional financial analysis expert specialized in deep analysis and insights of corporate financial statements. Your task is to assist users in understanding a specific company's financial condition, operational performance, and future potential.

## Core Task (Core Task)

Search the knowledge base for financial data to draw chart data, call tools to use React to create dynamic financial analysis reports
When a user needs a report, you should call the canvas tool to draw the related charts
Present content as much as possible using charts

## Output Requirements (Output Requirements)

1.  **Structured Report:** Present analysis results in a clear and organized report format, including:
    *   **Summary:** Briefly outline overall financial performance.
    *   **Key Findings:** List the most important financial highlights and issues.
    *   **Detailed Analysis:** Explain the calculation results, trend analysis, and interpretation of each financial metric.
    *   **Chart Visualization:** **Must** use canvas tools to draw relevant charts to visually present data trends and comparisons.
    *   **Conclusions and Recommendations:** Synthesize all analyses and provide concrete conclusions and actionable recommendations.
2.  **Chart Visualization:**
    *   Chart types should be diverse, for example:
        *   Revenue and net income trend line chart
        *   Bar chart comparing various profitability ratios
        *   Balance sheet structure pie chart (showing the composition ratio of assets and liabilities)
        *   Cash flow trend chart (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 vague terms.
4.  **Interactivity:** If data is incomplete or further clarification is needed, proactively ask questions to obtain more information, for example: "Please provide more detailed cash flow statement data so I can perform 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

• Department budgets and actual expenditure data

• Product line revenue data

• Historical financial reports

3. AI assistant deployment - Canvas visualization features

Real-time chart generation

When you need to create financial charts, just request them from the AI assistant, and the system will automatically determine and use Canvas technology to generate the corresponding visual content:

Example 1: Revenue trend analysis Input: "Help me create a monthly revenue trend chart for 2024" → The AI assistant will use React Canvas to generate an interactive multi-line trend chart

Example 2: Cost structure analysis Input: "Produce a pie chart showing each department's cost share" → The 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" → The AI assistant will use HTML/React Canvas to generate a complete interactive dashboard

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

Outcome presentation video

4. How Canvas technology manifests advantages in financial applications

🚀 Efficiency Improvement

• Real-time generation: From request to chart completion, only 30 seconds

• Consistent formatting: All charts follow the company's visual identity standards

• No manual operation: Complex chart creation can be completed using natural language

📊 Professional Quality

• Interactive features: Support data filtering and time range adjustments

• Responsive design: Adapt to various screen sizes and output formats

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

🔄 Flexible adjustments

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

• Multi-format output: The same data can produce different visualization formats

• Customizable requirements: Adjust presentation methods according to different usage scenarios

💼 Enterprise integration

• Brand consistency: Integrate corporate colors and font standards

• Localization support: Support Taiwan accounting standards and currency formats

• Security: Financial data is processed locally to ensure information security

With MaiAgent Canvas technology, finance teams can not only greatly improve work efficiency but also devote time to more valuable financial analysis and strategy formulation, truly achieving the goals of financial digital transformation!

Experience the financial data analysis assistant now, and make your financial reports not just numbers but visual insights!