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Financial Analysis bot

Prospecting and predicting financing needs

What is it ?

The objective is to analyze the financial data of companies, available online (Societe.com, INSEE database, etc.) in order to predict short and medium-term financing needs.

Thanks to an automated financial analysis of the company (evolution of the current and projected financial data), the end user can target and direct his commercial prospecting perimeter in order to be able to make proposals for short and medium-term financing.

 

Web-scraping and machine learning to serve prospecting for financing

The bot collects companies financial and other corporate data through web-scraping and open data platforms to build several financial indicators :

  • A Working Capital Requirement score (short and medium-term financing needs) based on the company’s position compared to its activity sector in terms of WCR
  • A financial health indicator based on several business rules
  • A confidence index based on financial statements availability and data quality
  • The turnover growth

 

Some financial KPIs (Revenue, WCR, Cash) are also projected thanks to machine learning models to assess the future evolution of the company’s financial state. These evolutions are displayed in dedicated graphs.

 

If you wish to learn more about Financial Analysis bot, use the link bellow to access a demo !

 

Financial Analysis bot is part of Heka, the ecosystem of AI solutions developed by Sia Partners

To learn more about Heka and its ecosystem

Click here

Capability