Find Jobs
Hire Freelancers

Automated Document Analysis & Reporting System

$750-1500 AUD

Aberto
Publicado há 2 dias
Termina em 4 dias

$750-1500 AUD

Pago na entrega
Seeking a tech-savvy professional to establish an automated system leveraging ChatGPT and Make Automation. The aim is to: - Automatically extract specific information from a variety of documents including Word, PDF files, Excel Spreadsheets, and Scanned documents - Thoroughly analyze extracted content including text, tables, charts, and images for compliance and precision - Automatically generate comprehensive reports based on extracted information for easy reference For this task, proficiencies in AI, Machine Learning, ChatGPT, and automation are necessary. Likewise, experience in OCR technology for processing scanned documents will be valuable. Not only should the candidate be detail-oriented - they should also be adept at debugging and ensuring the system seamlessly integrates with our existing customer service processes. The above was generated from Freelancer. Below is more information in my words: I have been trying to design prompts to make my business more efficient. I have come up with a 10-step prompt process, but it doesn’t give me the result that I want, so here I am seeking your help. Firstly, and this will kill this idea straight away, can we create a prompt that will correctly extract information from scanned documents? Okay, if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension/Investment Statements, Insurance Reports, etc, and can be provided in PDF, Word, Excel, and scanned documents. b. Once they have collected all the information, and have clarified the client's goals and objectives they will then construct a broad outline of their (The Financial Planners) recommendations. c. They will then recommend specific products to complement the strategies they have recommended. d. They will provide information on alternative product considerations etc. 2. The adviser will then send all this information to us, to write the advice document. At this stage, we need to go through all the information to ensure we have all the details from the Financial Planner to produce a compliant adviser document. Many times the Financial Planner has forgotten certain information they need to provide us. Sometimes they have not thought of a strategy that could be great for their clients, and we are expected to mention these to the adviser if appropriate.   So, what I am looking for AI to do, is review all these documents, and extract all the information we need: 1. What was discussed in the client meeting? 2. Client goals and objectives. 3. What is the current financial position of the client (income, expenses, assets liabilities, insurance etc) 4. What are the recommended products? 5. What areas are going to be covered within the advice document, and why? 6. What areas are not going to be covered in the advice document and why? 7. What are the fees being charged? !This is not an exhaustive list, but it is to give you an idea. 3. I then need the AI to present all the information in a "Paraplanner Request" form that I can then pass on to my staff, to enable them to complete the advice document, knowing they have all the required information they need. The above is stage 1 - Reviewing the Work Requests that are sent to us. The second stage I hope is simpler, but I am not sure. I need the AI to review the advice document, check it against Australian Financial Planning rules and regulations; check the advice document for spelling, and grammatical errors, and make sure everything from the work request has been included in the advice document. All fees have been disclosed, all the correct products have been mentioned, recommendations, and reasons, no incorrect client names have been used (sometimes we cut and paste from other advice documents, so we need to check that the wrong name has not been included) etc. Again, the above is not an exhaustive list, but it is to give you an idea. My questions: 1. Can the above be done? 2. Can it be done with one prompt, or will there need to be several prompts that are ‘layered’. This will be important as I will be asking AI / Technology unsavvy people to use these prompts, so they need to be easy to use. 3. What would be the cost of this project for you to design…something. 4. Do you provide a guarantee? I do not want to spend money trying something, only to find out that it cannot be done ? Best wishes, Matt P.S. before agreeing to any project I will want a guarantee that everything can be done. Not just part of it.
ID do Projeto: 38020477

Sobre o projeto

46 propostas
Aberto para ofertar
Projeto remoto
Ativo há 1 dia

Faça sua oferta

$
AUD

Benefícios de ofertar no Freelancer

Defina seu orçamento e seu prazo
Seja pago pelo seu trabalho
Descreva sua proposta
É grátis para se inscrever e fazer ofertas em trabalhos
46 freelancers estão ofertando em média $1.625 AUD for esse trabalho
Avatar do Usuário
Hello Good Day! As a dedicated team with an advanced skill set and a broad range of experience in the field of software development, my team and I would be more than equipped to tackle your project. We have a proven track record of successfully integrating diverse technologies such as AI, Machine Learning, ChatGPT, and automation into various systems. This experience will undoubtedly align with the complexities of your project necessitating the document analysis and reporting system using ChatGPT and Make Automation for extraction, analysis and reporting specific information across different document formats, including scanned documents using OCR technology. Moreover, our familiarity with OCR technology will ensure we can effectively process scanned files which are pivotal for your work in parsing data for financial planning and compliance in Australian Financial Planning legislation. We understand that even minor errors can have significant impacts when it comes to financial planning, and that’s why we prioritize precision in our work. Lastly, our proficiency in creating intelligent prompts makes us ideally suited to developing a system that not just extracts information but also thoroughly analyzes content for compliance and precision before automatically generating comprehensive reports for easy reference. We fully comprehend the crucial nature of reviewing both Work Requests sent to you and the Advice Documents you write. Kind Regards Rinsad
$1.500 AUD em 21 dias
4,9 (691 avaliações)
9,3
9,3
Avatar do Usuário
Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks
$1.500 AUD em 1 dia
4,8 (81 avaliações)
7,9
7,9
Avatar do Usuário
Hello There, I appreciate your interest in collaborating with us on this project. We appreciate your confidence and are eager to discuss further details with you. Please feel free to ask any questions or share any specific aspects of the project you'd like to discuss. We're open to exploring how your expertise and experience can contribute to the success of our project. Looking forward to hearing from you soon. Best regards, [Rahul]
$3.000 AUD em 20 dias
5,0 (19 avaliações)
7,2
7,2
Avatar do Usuário
❇️ I can assist you in creating an automated system using ChatGPT and Make Automation to streamline your paraplanning business processes. My skills involve data extraction from various documents (Word, PDF, Excel, scanned documents) using AI and OCR technology. I can analyze the extracted content (text, tables, charts, images) for compliance and generate comprehensive reports for easy reference. However, accurately extracting information from scanned documents using a single prompt currently presents limitations. While AI is constantly evolving, achieving perfect accuracy might require a more complex approach. Let's discuss your specific needs in a chat to explore alternative solutions and tailor a system that best suits your workflow. Perhaps using a combination of prompts or integrating other tools can achieve your desired outcome. Here are some of my projects showcasing relevant skills: ✅ Extracting Customer Data from Invoices (AI & OCR) ✅ Generating Compliance Reports from Legal Documents ✅ Automating Data Entry from Client Forms (ChatGPT Integration) ✅ Building Chatbots for Customer Service (Make Automation)
$755 AUD em 2 dias
4,9 (29 avaliações)
6,2
6,2
Avatar do Usuário
Hello there We are highly interested in providing our expertise in developing an automated system leveraging ChatGPT and Make Automation for your financial planning business. Leveraging ChatGPT and OCR technology, we will develop a system capable of extracting specific information from a variety of documents, including PDFs, Word files, Excel spreadsheets, and scanned documents. Our solution will thoroughly analyze extracted content, including text, tables, charts, and images, to ensure compliance and precision. The system will automatically generate comprehensive reports based on extracted information, providing easy reference for your team members. Our solution will review work requests sent by Financial Planners, extracting key information such as client meeting discussions, goals and objectives, financial position, recommended products, covered areas within the advice document, fees, and more. The extracted information will be presented in a standardized "Paraplanner Request" form, enabling your staff to efficiently complete the advice document. The system will review advice documents against Australian Financial Planning rules and regulations, checking for spelling and grammatical errors, inclusion of all required information from the work request, disclosure of fees, correct product mentions, and more. We look forward to the opportunity to work with you. Best wishes
$1.500 AUD em 25 dias
5,0 (12 avaliações)
5,3
5,3
Avatar do Usuário
Hi, Being a digital innovation company, we at Digital Innovations fully understand the potential and value that AI-powered automation can bring to a business like yours. Having worked on more than 300 projects, we are not only experienced but also skilled with technologies such as AI and ML. This is further substantiated by a 96% project completion rate and consistent delivery of high-quality work within the stipulated deadline. Specifically talking about this project, I consider my expertise in software architecture, AI-ML based solutions, OCR technology for scanned documents, and my commitment to providing a solution-driven approach as relevant and advantageous for your needs. Automating document analysis and generating comprehensive reports is where my experience truly shines. Whether it's using ChatGPT for text analysis, Make Automation for information extraction or ensuring seamless integration into your existing customer service processes, I'm well-versed in these domains. So let's discuss how we can leverage your business Thanks & Regards Parvesh Saini
$825 AUD em 20 dias
4,7 (8 avaliações)
5,3
5,3
Avatar do Usuário
Dear Matt H., I have extensive experience in Software Architecture and AI integration, making me well-equipped to establish an automated system using ChatGPT and Make Automation for document analysis and reporting. My proficiency in AI, Machine Learning, and OCR technology aligns with the project requirements, ensuring precise extraction and analysis of information from various document formats. I am confident in my ability to seamlessly integrate the system into your existing processes and provide efficient solutions tailored to your specific needs. Looking forward to discussing the project further and addressing any questions or concerns you may have. Best regards,
$750 AUD em 3 dias
5,0 (2 avaliações)
4,6
4,6
Avatar do Usuário
Drawing from over 26 years of successful software development and platform management, I assure you that I'm adept at the art of automation. I recognize the pressing need for leveraging technologies like ChatGPT and OCR to maximize efficiency in document processing within your paraplanning business. Having worked on numerous web platforms and developed 250+ game products, I boast a multi-skilled background that can seamlessly transition to this data-intensive project. Furthermore, my skills perfectly align with your vision for a system verifying Work Requests and Advice Documents against client work requests for a compliant output. This in turn will boost your staff's productivity significantly, as they'll be able to complete advice documents knowing they have all required information at their disposal. Leveraging my established debugging abilities, I'll ensure a seamless integration of this solution with your existing system. Choose me for a meticulous approach combined with an impeccable track record in software development!
$20.000 AUD em 180 dias
5,0 (3 avaliações)
4,6
4,6
Avatar do Usuário
Hey there! Picture this: your project, but even better. I've got skills that'll make your ideas sing and your goals soar. Let's chat and make some awesomeness happen together. Trust me, it's gonna be epic!
$1.100 AUD em 7 dias
5,0 (7 avaliações)
4,0
4,0
Avatar do Usuário
As an experienced AI specialist, my aim has always been to leverage technology to make complex tasks simpler, faster, and more precise. Your project wonderfully complements my areas of expertise, which include AI, Machine Learning, ChatGPT, OCR technology, and automation. Throughout my career, I've created and fine-tuned systems similar to what you need, but with varied complexities. I am confident that I can deliver the automated document analysis and reporting system you desire. The unique challenges your business faces resonate strongly with me. As a paraplanner serving the financial planning industry in Australia for numerous years, I have worked intimately with Financial Planners just like yours. This background gives me an unparalleled advantage in comprehending the depth of this task. With a proficiency in extracting essential information from diverse file types ranging from PDFs and Word documents to spreadsheets and scanned files, I guarantee precision and reliability in the process. Moreover, my ability to build tools that seamlessly integrate into existing workflows ensures that your customer service processes remain smooth and efficient. By automating the review of work requests and advice documents for compliance and client satisfaction using AI, I will empower your staff to focus more on value-added work. Let's take this transformative leap together towards a future where AI optimizes your business potentials!
$1.125 AUD em 5 dias
5,0 (2 avaliações)
3,2
3,2
Avatar do Usuário
Hi, I have +7 years of experience dealing with machine learning algorithms and worked on multiple projects in this field, Please contact me to discuss more. Have a nice day
$1.125 AUD em 7 dias
5,0 (7 avaliações)
3,2
3,2
Avatar do Usuário
I specialize in AI-driven automation and can assist in establishing a system utilizing ChatGPT and Make Automation to streamline your business processes. I'll ensure automated extraction of information from various document types, thorough analysis, and generation of comprehensive reports. With expertise in AI, Machine Learning, and OCR technology, I'll design user-friendly prompts for seamless integration with your existing workflows. Rest assured, I provide a guarantee of functionality and will work closely with you to meet your specific needs and ensure project success. Let's discuss further to get started on optimizing your business efficiency.
$1.125 AUD em 7 dias
4,9 (5 avaliações)
2,5
2,5
Avatar do Usuário
Matt, Can we schedule a call to discuss this so I can tell you how we can get this done? ..................................................................................................................................................
$1.500 AUD em 7 dias
5,0 (1 avaliação)
2,0
2,0
Avatar do Usuário
Dear Sir/Maam Having carefully reviewed your requirements, I am confident in my ability to deliver the results you need for this project. I am willing to exceed your expectations and am available round the clock to provide assistance whenever needed. I kindly request the opportunity to work on this project, and I assure you that the outcome will be nothing short of 100% satisfaction. Thank you for your consideration. Best regards, Muhammad Sohaib
$1.125 AUD em 7 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Dear Senior Software Engineer Here. I have rich experience in Machine Learning and NLP.(OCR, ChatGPT, Data extraction from PDF, image...) I can start right now. I hope to hear from you soon. Best Paul
$1.500 AUD em 20 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
As an experienced full stack developer with a deep understanding of AI and machine learning, I'm confident I can deliver the results you need for your project. Drawing from over a decade in the field, my proficiency extends not only to building robust automation systems but also leveraging technologies like OCR to process scanned documents. This broad skill-set empowers me to construct an intelligent framework using ChatGPT and Make Automation that will reliably extract and analyze pertinent information from diverse file formats. The financial planning industry has many complexities and demands precise attention to detail. My extensive experience in web and mobile app development, complemented by skills in ReactJs, Nextjs, MongoDB, ExpressJs, .Net and more enables me to not just build automated extraction systems but ensure they dovetail seamlessly with existing processes including yours.
$1.000 AUD em 20 dias
0,0 (2 avaliações)
3,0
3,0
Avatar do Usuário
With over 3 years of experience in the field of Artificial Intelligence, I am confident that I can provide the solution you've been searching for. Not only do I hold a degree in Artificial Intelligence, but my current pursuit of an MSc in Financial Engineering has only deepened my understanding of how to apply AI technology to complex financial processes like yours. Moreover, my expertise in OCR technology makes me well-prepared to tackle your challenge of extracting information from scanned documents accurately. I've previously designed systems that effectively extract data from varied document formats such as PDFs, Words, and Excels, significantly reducing manual effort. Lastly, I live and breathe automation. I understand how critical it is for your workflow to be streamlined and compliant with Australian Financial Planning legislation, which is why my skills in machine learning, Python, TensorFlow, PyTorch and OpenCV are invaluable. Rest assured, not only will my ChatGPT-4 system extract and analyze the content from these diverse files with utmost precision but will also generate comprehensive reports for easy reference as needed. Hire me today, and let us automate your document analysis & reporting to enhance your work efficiency while maintaining compliance impeccably!
$1.125 AUD em 7 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Hello Matt, I'm excited to tackle your project and streamline your paraplanning processes using advanced AI and automation techniques. Leveraging my expertise in AI, Machine Learning, and ChatGPT, I propose to develop a sophisticated system that can accurately extract, analyze, and present information from various documents, including scanned ones.
$1.125 AUD em 7 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
From one financial planner to another, I truly understand your business needs and have the perfect skill set to meet them. With my expansive experience in AI, Machine Learning, data extraction, and OCR technology, I can build an automated solution that accurately extracts information from various document types, be it Word, PDFs, Excel Spreadsheets, or even scanned documents. This capability can revolutionize your work processes as it will enable our system to not only precisely record the discussions and goals from client meetings but also extract the relevant financial information such as income, expenses, assets, liabilities; all crucial for effective strategy planning. Furthermore, with automation at the core of our system,I can ensure that cumbersome data entry tasks are a thing of past since it can automatically fill out a "Paraplanner Request" form with all the necessary information. This increases efficiency and reduces errors substantially. My debug skills will definitely come in handy throughout but my goal will be to make sure that this system seamlessly integrates with your existing workflows till it becomes essential auto-pilot for your business.
$1.500 AUD em 7 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Hey there, With my understanding of your needs and experience in AI, machine learning, ChatGPT and automation, I can create an automated system using OCR to extract information from various documents. Here is my plan: ✅Automatically extract information from PDFs, Word docs, Excel sheets, and scanned documents ✅Thoroughly analyze text, tables, charts, and images for compliance and precision ✅Generate comprehensive reports based on the extracted info I am detail-oriented and excel at debugging to ensure seamless integration with your customer service processes. Let's discuss further and make your business more efficient together. Best Regards, Arnav
$1.125 AUD em 7 dias
0,0 (0 avaliações)
0,0
0,0

Sobre o cliente

Bandeira do(a) AUSTRALIA
Brisbane, Australia
5,0
1
Método de pagamento verificado
Membro desde out. 4, 2021

Verificação do Cliente

Obrigado! Te enviamos um link por e-mail para que você possa reivindicar seu crédito gratuito.
Algo deu errado ao enviar seu e-mail. Por favor, tente novamente.
Usuários Registrados Total de Trabalhos Publicados
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Carregando pré-visualização
Permissão concedida para Geolocalização.
Sua sessão expirou e você foi desconectado. Por favor, faça login novamente.