Financial Service
Financial Product Analysis & Advisory Assistant
Extract key figures from corporate disclosures and market reports, convert them to charts, and answer complex financial questions with source-cited accuracy.
See how Upstage solves your most critical business challenges.
Solar LLM-Powered Intelligent Financial Analysis
Locating specific data points across corporate disclosures and market reports—then organizing them manually—takes an outsized amount of time even for experienced analysts. Upstage Studio parses financial documents and extracts structured figures, enabling an AI agent to surface multi-year trends and key metrics via natural language queries. Analysts can redirect energy from data collection toward the strategic work that drives decisions.
Auto-Visualization and Report Draft Generation
Converting fragmented text and tables into actionable charts and reports is a bottleneck that slows timely decision-making. Upstage extracts structured data from documents and can connect to an LLM node to generate draft visualizations and report outlines. Executives and clients gain a faster path from raw documents to decision-ready outputs.
Source-Cited Answers for Trust and Transparency
The inability to verify AI-generated answers is the leading reason financial professionals hesitate to adopt AI. When an LLM node is connected, Upstage surfaces the source document page and location alongside each answer, so users can verify the basis of any response directly. This keeps advisory and investment guidance grounded in traceable, auditable evidence.
Here's how the solution works.
Financial documents are uploaded to Upstage Studio; Document Parse extracts structure and content, the Extract node structures key figures, and an LLM node can be connected to support natural language Q&A and draft report generation within the extracted data.
See the difference Upstage Studio makes.
Choose the deployment that fits your environment.
API
Advisory support integration via Solar Pro 2 and Embedding API
+ High-performance LLM-powered real-time Q&A
+ Live in 5 minutes via cloud API
- Secure network integration for confidential internal documents requires additional setup
AWS Marketplace
Secure knowledge ingestion system on dedicated cloud instance
+ High-speed response with dedicated instance
+ Independent embedding and vector store operations
- Direct physical integration with closed on-premise systems limited
On-Prem
High-performance analysis agent built for financial security compliance
+ In-network learning and retrieval of confidential financial data
+ Full integration of advisory assistant with enterprise systems (RAG)
+ Top-tier inference performance with dedicated GPU