Solution introduction

Institutional-grade financial statement automation — powered by MATES (Multi-Agent Team Engines)

Turn multi-fund AFS packages into structured, reconciled, audit-ready analysis — automatically. Eliminate manual extraction, reconciliation, and note generation.

Annual financial statement reviews consume days of analyst effort. Each package can include hundreds of pages across multiple funds and supporting schedules. Analysts must find key data, reconcile footnotes, detect inconsistencies, and produce narrative review notes — manually.

With Romina Day AFS MATES, a digital analyst team reads the full package, extracts every relevant metric, reconciles disclosures, identifies anomalies, and generates governed, audit-ready review summaries.

MATES handle the heavy lifting — analysts validate and approve.

From your company overview: MATES automate AFS review by extracting key metrics, detecting anomalies, splitting multi-fund PDFs, and generating audit-ready reports.

The institutional-grade AFS automation engine for reviewers, allocators, and fund oversight teams

Reviewing fund financials requires opening multi-fund PDFs, finding the right schedules, manually comparing prior-year results, and creating commentary. Discrepancies are easy to miss, and every additional fund compounds the workload.

Romina Day AFS MATES function like a digital financial analyst team:

  • One agent extracts data from footnotes and statements
  • Another agent performs reconciliation
  • Another surfaces anomalies and related-party disclosures
  • Another compiles a structured review package

Results are governed, traceable, and stored centrally — no more Excel trackers or PDF juggling.

 

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