How does Recordya help?

Recordya enables financial analysts and controllers to quickly access data hidden within reports, invoices, and accounting documentation. Thanks to RAG (Retrieval-Augmented Generation) technology, the system searches connected sources and returns precise answers to questions asked in natural language – together with a reference to the source.

As a result, finance professionals can prepare management reports, cost analyses, and budget forecasts more quickly, eliminating the need for laborious searches through files and spreadsheets.

Key benefits for controlling and finance

• Instant access to data – fast retrieval of information from reports, invoices, and statements,
• Higher quality analyses – more accurate data supporting forecasting and reporting,
• Support for compliance and audits – easy retrieval of information required for control and verification,
• Time and cost savings – automation of processes that previously required hours of manual work,
• Information security – confidential financial data is analysed in a secure environment,
• Better business decisions – access to reliable information in real time.

Examples of Recordya applications in finance

• quick retrieval of records in controlling reports,
• analysis of costs in accounting documentation and invoices,
• preparation of data for budget forecasting and financial planning,
• support for internal and external audits,
• analysis of negotiation correspondence and contracts in terms of financial conditions,
• searching through management notes and presentations.

Document types

• Controlling and financial reports,
• Invoices and accounting documents,
• Spreadsheets and cost statements,
• Budgeting and planning documentation,
• Negotiation correspondence (emails, notes),
• Audit and compliance reports.

Industries that can benefit

Although controlling and financial analysis are crucial in every company, the following sectors can achieve particular benefits from implementing Recordya:

• Manufacturing – cost control in supply chains and operational analysis,
• Services and consulting – project performance analysis and client reporting,
• Finance and banking – regulatory reporting and transaction data analysis,
• Retail and e-commerce – margin control and sales budget optimisation,
• Energy and utilities – analysis of tariffs, costs, and regulatory reports..

Why is it worth it?

Recordya gives controlling and finance departments full transparency in working with documents. It enables the rapid retrieval of required data, supports reporting and forecasting, and at the same time increases the security of working with confidential information.

With Recordya, financial analyses become more accurate, faster, and more efficient.