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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 + chatoutcome.
- ▸ 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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