Domains

Finance AI

I built conversational AI systems for the financial services domain.

Used on

2023

A chatbot for a financial advisory web app that answers visitors, serves members from their profile and collects planner data.

2023–2024

Chat assistant for US tax professionals that answers from a curated knowledge base and reads uploaded individual tax returns to suggest strategies.

2023–2026

Automation that downloads and processes monthly merchant statements from a payment gateway for a merchant-payments client.

2024–2025

Matches a ship's old maintenance jobs to its new system's jobs despite differing names, descriptions and duration formats.

2023–2024

A service that classifies payment-proof images on a peer-to-peer bitcoin marketplace and returns the key text line by line.

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