Share via

Overview of Financial document analysis skill for agents (preview)

  • Article

Important

This is a preview feature. This information relates to a prerelease feature that may be substantially modified before it's released. Microsoft makes no warranties, expressed or implied, with respect to the information provided here.

You can create or extend agents with a specialized skill that answers questions about data in your organization's financial documents, such as analyst reports. With this skill, financial services professionals can ask questions in natural language and receive quick and concise information from their documents in addition to tables and charts.

Individual investors often find it challenging to extract valuable insights from complex financial documents such as analyst reports, leading to uncertainty and missed investment opportunities. Understanding these reports requires a deep understanding of financial terminology and industry-specific knowledge,

The complexity and time-consuming nature of analyzing unstructured data pose challenges. These challenges primarily arise from the form and size of the data, leading to instances where certain unstructured data sources remain unanalyzed or are improperly assessed. The lack of proper analysis or assessment can result in suboptimal investment decisions creating a significant barrier to informed decision-making for the average investor.

To assess these challenges, the Financial document analysis skill for agents enables a faster and more profound analysis, allowing investors to delve deeper into the data and widen their understanding. The skill ensures greater accuracy in analysis and improves the quality of the insights gained.

You can deploy the Financial document analysis skill for agents through the Azure Marketplace. The skill includes the following components: the ingestion process which processes the documents to query upon, and the Inference API using which you can query the data.

The skill serves as an extension for financial Insights agent in Copilot Studio. It significantly boosts the efficiency and accuracy of financial analysis, making it easier to extract valuable insights and make informed decisions.

Important considerations when using the app

  • Financial document analysis skill for agents supports only PDF files as input.
  • The app provides the best responses based on analyst reports.
  • It doesn't support interactions in the form of chat messages.
  • The app supports only the English language.
  • You can deploy it only in the following regions:
    • US East
    • US West