Case Studies | FinTech

An agentic financial reporting system, built on AWS

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About

A FinTech business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had three focus areas, each targeting a different part of the reporting journey.

On-demand report generation

The existing route to a finished report was long and manual, in the region of thirty clicks for a single pack. The client needed users to be able to request monthly and quarterly packs, performance summaries and variance narratives in plain language and receive a structured result in return, without walking through the full click-heavy workflow each time.

Natural language querying and comparison

Users needed to ask questions such as "show year on year revenue trends by region" or "explain the main drivers of margin changes this

Trust, traceability and explainability

In financial reporting an answer is only useful if it can be trusted. Every output had to carry consistent structure and clear attribution back to the underlying data sources, reducing manual quality-assurance overhead and giving users confidence in what the system produced.

Solution

At the centre of the solution is a multi-agent system built with Strands and orchestrated on Amazon Bedrock AgentCore. Rather than a single model attempting everything, the work is divided across specialised agents: a Report Generation Agent that produces agreed packs and narratives, a Report Comparison Agent that computes deltas and summarises drivers across periods and entities, a Natural Language Query Agent that classifies intent and plans queries, a Data Quality and Reconciliation Agent that flags missing or inconsistent data, and a General Inquiry Agent that handles routing, report discovery and permissions guidance.

5

Specialised agents working together across the reporting system

~30 → 1

A roughly thirty-click workflow collapsed into a single natural language request

3

Core workflows automated: generation, comparison and natural language query

By the numbers:

  • 5 - Specialised agents working together across the reporting system
  • ~30 → 1 - A roughly thirty-click workflow collapsed into a single natural language request
  • 3 - Core workflows automated: generation, comparison and natural language query
Changes

The engagement delivered the agentic reporting system defined in the project success criteria, with the multi-agent architecture, natural language workflows and reporting integrations implemented and validated against the client's acceptance process. Acceptance was based on demonstrating the report generation, comparison and natural language query workflows end to end, and confirming that the AWS environment is suitable for the continued development of the client's service.

  • Report generation on demandA Report Generation Agent produces agreed packs, summaries and variance narratives from underlying datasets, replacing the long manual workflow with a plain language request.
  • Natural language querying and comparisonUsers can ask questions in plain English and compare reports across periods and entities, with deltas, anomalies and drivers surfaced automatically.
  • Explainable, attributed outputsResults are returned in a consistent structure of tables, narrative and key metrics, each traceable back to its source data to reduce manual quality-assurance effort.
  • Memory that improves with useAmazon Bedrock AgentCore Memory retains session context and extracts long-term insights such as preferred metrics and recurring prompts.
  • HandoverThe solution was provisioned via infrastructure as code with access controls and audit logging, and delivered with technical documentation, workshops and recorded knowledge-transfer sessions.

With a validated multi-agent foundation in place and hosted in the client's own AWS environment, the platform is positioned to extend to further reporting use cases and to grow alongside whatever the client takes on next.

AWS Stack

Amazon Bedrock AgentCore

For multi-agent orchestration and long-term and short-term memory management.

Amazon Bedrock

With Anthropic Claude for natural language understanding, reasoning and response generation.

Amazon S3

And S3 Vectors for document processing and the knowledge base vector store.

AWS Lambda

For serverless compute running the individual agent functions.

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