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 typically require manual operation of complicated chart creation processes, which not only reduces efficiency but also makes it difficult to quickly respond to management's demands for real-time financial insights. Now, you can use MaiAgent's Canvas visualization technology to create your own enterprise financial AI analysis assistant, achieving intelligent financial data visualization and analysis!

Use Case: Creating an Enterprise Financial Data Visualization AI Assistant

Imagine you are a financial analyst at a listed company, responsible for creating 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 but also resulted in inconsistent chart formats due to manual operations, affecting the professionalism of reports.

For example, when the CEO requests a "12-month gross margin trend analysis chart by product line" 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, 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, significantly improving work efficiency while ensuring chart accuracy and consistency, allowing you to focus on higher-value financial analysis insights!

Application Process

1. Create Financial Data Analysis AI Assistant

Fill in the AI Assistant Name

Select RAG and Language Model, and Enable Canvas Mode

Response mode must select Agent, and enable Canvas mode under Agent mode

When choosing the response mode, select "Agent Mode" and enable "Canvas Mode". Reference 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 help users understand specific companies' financial conditions, operational performance, and future potential.

## Core Task

Search knowledge base financial data to create chart data, call tools to use React to create dynamic financial analysis reports
When users need reports, call canvas tools to create related charts
Present content with charts whenever possible

## Output Requirements

1.  **Structured Report:** Present analysis results in a clear, organized report format, including:
    *   **Summary:** Brief overview of overall financial performance
    *   **Key Findings:** List the most important financial highlights and issues
    *   **Detailed Analysis:** Explain calculations, trend analysis and interpretation of various financial indicators
    *   **Chart Visualization:** **Must** use canvas tools to create related charts to visualize data trends and comparisons
    *   **Conclusions and Recommendations:** Provide concrete conclusions and operational suggestions based on all analyses
2.  **Chart Visualization:**
    *   Chart types should be diverse, for example:
        *   Revenue and net profit trend line charts
        *   Profitability ratio comparison bar charts  
        *   Asset and liability structure pie charts (showing asset and liability composition ratios)
        *   Cash flow trend charts (operating, investing, financing cash flows)
        *   Important financial ratio (like ROE, ROA) annual trend charts
3.  **Language and Tone:** Use Traditional Chinese, professional, objective, precise tone, avoid ambiguous terms
4.  **Interactivity:** If data is incomplete or needs clarification, proactively ask questions to obtain more information, for example: "Please provide more detailed cash flow statement data for more comprehensive analysis."

2. Upload Financial Data Knowledge Base

Upload enterprise financial data files, including:

• Monthly/quarterly income statements

• Balance sheets

• Cash flow statements

• Departmental budget and actual expense data

• Product line revenue data

• Historical financial reports

3. AI Assistant Online Application - Canvas Visualization Features

Real-time Chart Generation

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

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

Example 2: Cost Structure Analysis Input: "Generate a pie chart showing cost proportions by department" → AI assistant will use SVG Canvas to generate professional vector pie charts

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

Example 4: Financial Review Process Input: "Create an expense reimbursement review process flowchart" → AI assistant will use Mermaid Canvas to generate clear flowcharts

Results Demo Video

4. Canvas Technology Advantages in Financial Applications

🚀 Efficiency Improvement

• Instant Generation: Only 30 seconds from request to chart completion

• Consistent Format: All charts follow corporate visual identity standards

• No Manual Operation: Complex charts created through natural language

📊 Professional Quality

• Interactive Features: Supports data filtering and time period 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: Immediately adjust chart styles and data ranges

• Multiple Output Formats: Same data can produce different visualization formats

• Customization: Adjust presentation based on different usage scenarios

💼 Enterprise Integration

• Brand Consistency: Integrates corporate colors and font standards

• Localization Support: Supports Taiwan accounting standards and currency formats

• Security: Financial data processed locally, ensuring information security

Through MaiAgent Canvas technology, finance teams can not only significantly improve work efficiency but also invest time in more valuable financial analysis and strategy development, truly achieving financial digital transformation goals!

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