AI in Action

AI for Finance: 3 Real-World Case Studies

Each case study reflects a common challenge in LatAm finance operations — and shows how AI tools can make a real difference.

The Problem

A regional finance team spent 2 full days every quarter manually reviewing 50+ partner contracts — checking rebate terms, discount tiers, payment conditions, and compliance clauses. Errors and missed terms led to overpayments and audit findings.

The Solution

This workflow uses an LLM to ingest partner contracts (PDF/Word), extracts key commercial terms into a structured table, flags anomalies against the master agreement template, and produces a summary report with exceptions highlighted. The analyst's role shifted from data extraction to exception review.

The Result

What took 2 days now takes 15 minutes. The team catches more anomalies than before because the AI reviews every clause — not just the ones an analyst has time to check. Audit findings related to contract terms dropped to zero in the following two quarters.

Before: Manual Process
→Open each contract PDF individually
→Search for rebate %, discount tiers, payment terms
→Copy key figures into a master Excel tracker
→Cross-check against standard terms manually
→Flag exceptions via email to legal/commercial
⏱2 full days · 50+ contracts · high error rate
After: AI-Assisted Workflow
→Upload batch of contracts to LLM pipeline
→AI extracts all key terms into structured table
→Anomalies auto-flagged against master template
→Summary report generated with exceptions highlighted
→Analyst reviews exceptions only — approves or escalates
✓15 minutes · 50+ contracts · near-zero errors
Tools used:LLM (Claude)PDF parsingStructured extractionPython automation

These are the types of challenges I enjoy working on.

Every finance team has repetitive, time-consuming processes that AI can transform. Feel free to reach out if any of this resonates.

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