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.

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