López de Hoyos Street 64, 1G. 28002 Madrid, Spain
AI Financial Assistant
Ceranium Laboratory
AI, Financial Data Optimization and Commercial Tracking
Intelligent information management is a key pillar for strategic decision-making in any organization. At Logixs, we set ourselves the challenge of transforming the way companies interpret their data, connecting billing, employee, customer and sales performance information in a single platform. Thanks to our system, companies can clearly and dynamically visualize essential indicators such as sales team productivity, transformation percentages, monthly goal achievement or customer behavior over time. Our approach was not limited to centralizing information, but to creating a living tool, capable of converting data into useful and accessible knowledge. Through tables, interactive graphics and comparative analysis, we make it easier for each decision to be based on concrete evidence and a global vision of the business.
Challenges
- Display historical billing, customer and employee data on a unified platform that allows temporal analysis and trends.
- Display real-time billing, customer and employee data with automatic updates and continuous synchronization.
- Compare all data and generate automated reports with comparative analysis and performance metrics.
- Chatbot to process data and request any type of information based on company data using natural language.
Key Success Factors
Efficient GenAI models
We implemented optimized generative artificial intelligence models that allow the chatbot to interpret natural language queries and generate accurate responses based on business data, facilitating access to complex information without requiring technical knowledge.
High availability database
We use Amazon RDS for PostgreSQL oriented to high availability and data consistency, ensuring that critical business information is always accessible and maintains its integrity, even during demand peaks or system updates.
Automated extraction and updating
We developed a Python scraper with initial complete extraction and daily incremental updates, ensuring that data is always up to date without impacting the performance of source systems and maintaining real-time synchronization.
Intelligent data visualization
We created a visualization platform that converts complex data into clear and actionable information through tables, interactive graphics and comparative analysis, allowing users to identify patterns, trends and improvement opportunities intuitively.
Methodology
Business needs analysis
User-centered design
Data source integration
Iterative development and optimization
Business needs analysis
User-centered design
Data source integration
Iterative development and optimization
Results
"The AI financial assistant platform completely transformed the way Ceranium manages and analyzes its business information. Users can now access any company data through natural language queries, obtaining instant responses and detailed analysis. This platform represents a step forward towards a more analytical, efficient and results-oriented business culture, where data stops being isolated numbers to become a real competitive advantage. The integration of historical and real-time data allows a 360° view of the business, facilitating strategic decisions based on concrete evidence."