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12/10/2025•AI · RAG · Reporting

RAG for finance: from document search to management narrative

As documents and statements grow, asking the right question matters more than choosing the right filter. RAG is the shortcut.

RAG for finance: from document search to management narrative

RAG combines retrieval with generation: you ask a question, the system cites relevant documents, and produces a structured answer.

In GoBI, RAG can run across financial statements, contracts, and attachments—summarizing, comparing, extracting key clauses, and drafting management-ready reporting.

The real value is traceability: citations, precise excerpts, and an auditable trail for decisions.

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RAG for finance: from document search to management narrative | GoBI