Case study
AI analyst agents assisting with financial statement disclosure review
A team of AI analysts reads a full set of financial statements against every applicable disclosure requirement and returns a gap assessment in minutes. A reviewer still makes every call that matters.
Client: a Big 4 audit firmSector: Audit and assurance
The build
What the problem was, and what we did about it.
The problem
Tying an annual report back to every disclosure requirement is slow, repetitive work, and it lands late in the reporting season, when there is the least time for it.
What we built
A team of AI analysts that evaluates a set of financial statements against a defined set of disclosure requirements and produces a gap assessment for the entity. The first pass takes minutes. A reviewer still makes every call that matters.
The front door
A working screenAn illustration of the system, drawn for this page with demo data. Nothing shown is a client's own.
Built with
- Power Automate
- AI Builder
- Power Apps
What it does now
20+
people
Appventure, Summary of Capabilities (July 2026)
Every figure says where it comes from.
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