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AI · 2025 · Founding Engineer

Finora

AI Financial Copilot
LangGraphChromaDBFastAPINext.jsPostgresStripe

problem.

Finance teams drown in PDFs, statements, and P&L exports. They want a copilot they can trust with numbers — not a chatbot that hallucinates.

approach.

  • Agentic RAG with LangGraph nodes for parse → retrieve → reason → cite.
  • ChromaDB embeddings per workspace; deterministic chunking on financial tables.
  • Output JSON schema enforced via function-calling — every number is grounded in a cited chunk.
  • Guardrails reject answers when retrieval confidence drops below a threshold.

architecture.

[PDF/CSV] → ingest worker → ChromaDB (per-tenant)
                          ↓
           LangGraph: classify → retrieve → reason → cite
                          ↓
          structured JSON  →  React dashboard + chat

outcome.

  • Reduced hallucination rate to <2% on internal eval set.
  • Cut analyst document-review time by ~70% in pilot tests.

lessons.

  • Retrieval quality beats model size for finance — chunking strategy was the biggest unlock.
  • Hard schemas + 'I don't know' as a first-class output build user trust faster than higher accuracy.
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