Case study
Pecauva
AI financial research workspace for document search, research organization, and faster review workflows.
Audience
Finance teams
Stage
Testing
Role
FullStack AI Engineer
Focus
Search, organization, review speed
Problem
Role

Research panel
The research ledger turns one question into document-level answers, so teams can compare how each uploaded file responds instead of receiving one blended project-level answer.

Project overview
The dossier view gives finance teams one project-scoped place to move into research, drafts, playbooks, results, and compliance review without losing context.

Project agent
A RAG chatbot answers from the uploaded documents in the active project, cites sources, and keeps the conversation grounded in the research set.
System
Ingest
Financial documents enter a structured workspace where files can be organized by source, type, and review context.
Retrieve
Semantic search and document-aware retrieval help teams find relevant material without manually combing through every file.
Review
A research matrix gives analysts a repeatable way to compare findings, validate answers, and move faster through review.
Produce
Reusable workflows turn research outputs into artifacts such as CSV, PDF, XLSX, and compliance-oriented drafts.