Financial Services
Financial Reporting Automation Pipeline
Client
Zillion
Industry
Banking
Services
Workflow Automation
Duration
Enterprise Grade
Executive Summary
Engineering resilience through Zillion's transformation.
The client needed to automate the manual, end-to-end financial reporting summarization process to reduce human error and inconsistency. CleaLeaff designed and deployed an n8n-orchestrated sequential workflow containing specialized GenAI agents.
Streamlining Report Summarization
- Automate end-to-end financial report summarization process.
- Standardize extraction and validation to reduce human error.
- Improve turnaround time for Case Managers.
- Enable a scalable, auditable workflow aligned with compliance.
Agentic Orchestration
- Designed n8n-orchestrated sequential workflow with GenAI agents.
- Integrated Azure (gpt-4o-mini) and Vertex AI (Gemini 2.5).
- Implemented cloud-native architecture on Azure Container Apps.
- Delivered autonomous pipeline with SharePoint integration.
Measurable Outcomes
Measurable Impact
85%
Processing Time Reduction
100%
Standardized Output
45%
Fewer Manual Interventions
Resilient Compliance & Productivity
Processing time was reduced from an hour to under 10 minutes, with 100% standardized output. The pipeline cut manual intervention by 45%, allowing managers to focus purely on exception review.
Technical Stack
n8nAgentic RAGGemini 2.5 ProGPT-4o-miniPythonFastAPIAzure Container Apps
Core Disciplines
BankingGenAIRAG
