Fintech
AI-powered financial workflow automation
Developed AI-enabled productivity tooling for financial professionals within Excel and PowerPoint. The system interprets natural-language requests, integrates with public market data, and generates formatted analytical outputs within familiar Microsoft Office workflows.
- AI integration
- Tool calling
- Office.js
- Excel
- PowerPoint
- Market data
Why it mattered
Financial professionals spend significant time manually building and updating recurring analytical work. The tooling reduces repetitive manual steps and allows users to create and update financial outputs more efficiently within the applications they already use.
Project scope
- Office.js tooling within Excel and PowerPoint
- AI tool calling to interpret user requests and configure analytical outputs
- Integration with public market data
- Automated generation and updating of formatted financial outputs
Engineering contributor to the project.