Consulting · A US technology consultancy

An internal assistant over the company's own documents

Consultants were hunting through years of internal documents by hand and pulling financial reports manually. We built a RAG assistant that answers over the whole corpus with live data.

RAG over the internal corpus

Live financial data pipelines

Next.js + FastAPI + Pinecone

An internal assistant over the company's own documents

The challenge

What was actually broken

Knowledge lived in thousands of documents with no index, and answering a simple internal question meant asking three people. Meanwhile financial analysis depended on reports gathered by hand.

Client: A US technology consultancy
Industry: Consulting
Duration: Ongoing engagement
Team: Senior engineer-led
Stack: Next.jsFastAPIFlaskPineconePython

What we did

The approach

Built an internal RAG system over company documents with vector search
Implemented Flask services that gather real-time financial reports for AI consumption
Shipped a Next.js interface integrated with FastAPI and Pinecone
Architected document processing pipelines for scale and repeatability

What changed

The results

Internal questions answered from one interface instead of three people

Financial reports gathered automatically for analysis

Document pipeline reused for new data sources

Want references from this sector?

We can introduce you to the client team behind this engagement, subject to their availability. Ask us on the first call.

Request references More in Consulting

Keep reading

Other engagements

Medical devices95% detection accuracy in production

Real-time AI inspection for medical device cleanliness

Inspectors reviewed borescope video by eye — slow, subjective and almost impossible to audit. We trained and optimized vision models for in-browser inference and wired them into the operator workflow.

95% detection accuracy in production
30% faster processing

A US medical device manufacturerRead case study

Insurance10 insurer portals automated

Automating policy collections across 10 insurer portals

Collecting payment statuses meant staff logging into ten different insurer portals by hand. We built a distributed RPA platform that does it continuously, with an audit trail per policy.

10 insurer portals automated
Distributed browser fleet

An insurtech platform (Mexico)Read case study

FintechBank-to-bank A2A flows

An account-to-account payments platform for Uruguayan businesses

We built and ran a fintech platform from zero: business payments between bank accounts, reconciliation tooling and an operations console — product, infrastructure and security in one hand.

Bank-to-bank A2A flows
End-to-end product ownership

CobrosWAPRead case study

Let's talk about your version of this

Bring the constraint, the deadline and the system you inherited. We will tell you what is realistic before you commit to a budget.

Book a discovery call Explore our services