Using GenAI for Accurate Summaries to Improve Financial Analysis

The rise of generative AI has transformed many forms of work. These tools often find high-level uses in supporting fast, effective communications. Today, GenAI could impact productivity in revolutionary ways for tasks requiring the deep analysis of unstructured content. For many use cases like financial planning and report creation, accurate summaries from GenAI can support human analysts who might otherwise need to spend many hours finding the information required to manage risk, make astute investment decisions and more.

Empowering your teams is easier than ever with Tungsten Power PDF. Support for direct LLM integration with the familiar environment of a fully-featured PDF editor enables businesses to deploy new capabilities for understanding documents and completing work quickly. Let’s explore how this functionality works and how it can positively impact teams that need to produce reports, stakeholder communications and other forms of financial analysis.

How Power PDF Enables Document Summarization

Power PDF provides a robust platform for creating and editing PDFs in a familiar, Office-style ribbon environment. As a type of software that many teams understand and use frequently, it’s well-suited to be one way in which you enable teams to interact with and leverage the power of LLMs. Setting up Power PDF for AI models to analyze and summarize documents is simple.

Configuring the Copilot in Power PDF allows you to leverage an existing AI subscription. Power PDF allows you to set up either an OpenAI model of your choice or an OpenAI model running in a Microsoft Azure environment. These options make it easy to select models based on your organization’s security needs, data privacy requirements and cost controls.

Bring your own key to configure the chat endpoint with your preferred model. After a quick settings test, you can chat with the model directly through the Copilot chat interface software.

Power PDF gracefully manages uploading documents for analysis, including a seamless continuing analysis if a large document exceeds the model’s rate limit. Once the analysis concludes, Copilot suggests queries and accepts the user’s prompting. Users may switch between prompting the model using web sources, the whole document, or a specific selection from within the document.

An Example of Using AI for Data Extraction and Summarization

Prompting genAI models is almost an art form. Differences in phrasing and word choice in prompts can have a measurable effect on the outcome. Incorporating a copilot into Power PDF lets your teams gain hands-on experience in prompt building. It’s a valuable chance to earn buy-in on GenAI while providing actionable, real-world training experiences.

Let’s consider how a team might use Power PDF and its AI copilot to analyze a company’s annual financial report and evaluate potential investment opportunities.

The challenge

There are many reasons why a team might need to dig through reports or financial statements. Doing so can inform investment actions, support account planning for customers, lead to the publication of research reports and even contribute to risk management.

However, analysts face many challenges, especially when the documents in question could be hundreds of pages long.

With data spread over so much content, finding relevant facts can take hours to complete manually. Diverse reports from different companies can use vastly different structures, making it difficult to find information consistently. Users must often manually copy information from these documents into other databases or spreadsheets.

How can the AI copilot in Power PDF reshape this workflow and lead to improved communications?

The solution

Once the copilot has been configured and a document uploaded for analysis, team members have virtually limitless methods to interact with the LLM to learn more.

For example, you can prompt the model to help locate specific, discrete data points across the document—you might want to learn the name of the CEO or the CFO. You might ask a question such as, “What was the total number of employees at the business by the end of the reporting period?”

The Copilot provides an answer based on your document and selection and includes a direct link to a “citation” within the document. Consequently, double-checking work and verifying accuracy is hassle-free.

What if you want to ask deeper, more nuanced questions about the report’s data? You can do that, too. For example, you could ask the model to help determine how long the business would need to repay its current debt level, assuming conditions remain the same. It’s even possible to wade into complex data, such as the nature of specific derivatives, levels of exposure to currency exchange risk and more.

Rather than spending hours poring over the document manually, teams using the Power PDF copilot can find answers in minutes or seconds. This solution can locate information inside tables and capably interpret which rows and columns contain the data relevant to the prompt.

Not only does this enable vastly more productive work for analysts, but it also provides valuable prompt writing experience. The more specific a prompt is, the better, and this setting offers learning opportunities that employees can use to sharpen what is sure to be a future core skillset.

Achieving More Through Effective PDF Editing

With GenAI available in Power PDF, improving workflows and developing AI collaboration skills are possible. However, Power PDF is also a versatile tool for document editing and manipulation, as well as a solution for AI-supported work. For example, a team may need to edit or otherwise manage documents before submitting them for AI analysis. Manually accomplishing these tasks over many documents can be time-consuming.

With resources from the Tungsten Marketplace, such as the Power PDF 5 Automation Interface Guide, you and your teams can learn how to extend the impact of this software even further. For instance, with this guide, developers can learn how to build automated scripts that control Power PDF’s robust functionality to open, split, merge and accomplish many other tasks to prepare documents automatically. The similar Command Line Reference provides additional options for how to use Power PDF to automate repetitive actions.

Tap the Benefits of Gen AI for Summarization Today

Integrating a genAI copilot into Power PDF can boost productivity and improve the quality of work outcomes in your business, from accurate summaries of complex tabular data to quickly locating crucial data points. The familiar, easy-to-use interface and transparent sourcing contribute to building trust in AI collaboration solutions. With Power PDF and LLM integration, you can drive better engagement with investor materials, intra-company communications and more. Discover more about these capabilities today.