Agentic workflow

Create governed records for finance teams using agentic workflows

Help finance teams create trusted operational records from reviewed document facts, mapped fields, and traceable evidence.

Challenge

For finance teams, records are only useful when the values can be trusted. When document facts are copied manually into systems, teams lose time, introduce inconsistency, and struggle to explain where a value came from.

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Workflow preview for creating governed finance records from evidence

Workflow preview

Challenge

Where work slows down

For finance teams, records are only useful when the values can be trusted. When document facts are copied manually into systems, teams lose time, introduce inconsistency, and struggle to explain where a value came from.

TextMine workflow

How TextMine helps

TextMine helps finance teams convert reviewed document facts into governed records, matching existing entries, mapping the right fields, and keeping every update linked to its supporting evidence.

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 processed documents, intake forms, email attachments, or Workbench uploads.
  • Extract, organize, and validate fields with AI review and confidence checks.
  • Look up existing records, map fields, and create or update governed records.
  • Link workflow documents and outputs so every value can be traced back to evidence.

Key blocks

  • Document processed, Extract text, AI review
  • Lookup record, Create or update record, Set values
  • Organise values, Confidence, Upload to vault

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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