AI-Driven Financial Document Generation

Open
Lionchase North America
Washington, District of Columbia, United States
Director
Project
Academic experience
120 hours of work total
Learner
Anywhere
Beginner level

Project scope

Categories
Accounting Financial modeling Artificial intelligence
Skills
finance industry standards artificial intelligence machine learning methods large language modeling private equity
Details

Lionchase North America seeks to enhance its financial documentation process by leveraging AI technology. The project involves training an AI model, Alfred, to autonomously generate

various financial documents. The goal is to streamline document creation, ensuring accuracy and efficiency. Students will apply their knowledge of finance and AI to teach Alfred how to produce documents such as balance sheets, income statements, and cash flow statements, and other financial documents and reports. This project provides an opportunity for learners to bridge the gap between theoretical knowledge and practical application, focusing on AI training and financial document standards. The tasks are designed to be completed within a single academic program, ensuring a cohesive team effort.

Deliverables

The project deliverables include a set of AI-generated financial documents that meet industry standards. Students will provide a report detailing the training process and outcomes.


Deliverables include:


- A trained AI model capable of generating specified financial documents.


- A comprehensive report on the AI training process and document accuracy.


- A presentation summarizing the project outcomes and future recommendations.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Industry, innovation and infrastructure

About the company

Company
Washington, District of Columbia, United States
2 - 10 employees
Advanced manufacturing, Agriculture, Energy, Real estate, Technology
Representation
Veteran-Owned

Lionchase North America empowers businesses to reach new heights through strategic investments and transformative growth. With deep financial and operational expertise, we partner closely with companies, focusing on long-term success and sustainable value creation.