From Corporate Analyst to AI Analyst: How I Automated My Old Banking Job with an AI Agent
So I built an AI Agent (RAG-based) - financial analyst that generates full credit reports in seconds. Here’s how it works: I used to do this manually, working as a corporate financial analyst in a bank, spending days reviewing balance sheets and credit requests, calculating repayment capacity, liquidity ratios, and debt sustainability. Now I automated the whole process. - I uploaded real company balance sheets into a Supabase vector database. - I built a RAG agent that retrieves and interprets those numbers. - I wrote a precise system prompt mirroring how a credit analyst thinks: liquidity, solvency, profitability, repayment capacity. - The chatbot now reads the data and outputs a professional-grade financial report — instantly. What used to take hours of Excel and Word work now happens in seconds. If anyone wants to see how the RAG + finance setup works or replicate it for their own use case, happy to share details.