Challenge
Where work slows down
Finance reporting breaks down when key facts live in documents, spreadsheets, inboxes, and reviewer notes. Teams need a governed record before those values can safely feed dashboards, reports, or audit packs.
Agentic workflow
Create governed records for finance teams using agentic workflows
Create governed finance records from reviewed document facts for Power BI, audit reports, and source-linked reporting workflows.
Challenge
Finance reporting breaks down when key facts live in documents, spreadsheets, inboxes, and reviewer notes. Teams need a governed record before those values can safely feed dashboards, reports, or audit packs.
Workflow preview
TextMine workflow
How TextMine helps
TextMine turns approved document facts into governed records with source links, validation state, and reviewer history. Those records can support Power BI reporting automation, audit reports, and downstream finance workflows.
Execution time
4-7 min
Estimated time saved
3-5 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.
Workflow design
Steps and key blocks
Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.
Workflow pattern
- Start from approved document extraction, completed review, or a scheduled finance process.
- Create records for owners, dates, obligations, risks, values, status, and source evidence.
- Apply validation rules before records are made available to dashboards or reporting workflows.
- Notify finance owners when a record needs review, refresh, or correction.
Reporting outputs
- Power BI-ready governed records
- Source-linked reporting fields for audit and finance dashboards
- Exception lists for missing evidence or failed validation
See it live
See this workflow in TextMine
Book a demo to map this workflow to your documents, systems, and controls.
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