About the AI Agent
The Credit Card AI Agent is designed to automate the end-to-end processing of credit card statements received via email. Instead of spending hours validating PDFs, summarizing transactions, and responding manually, finance teams can rely on this intelligent agent to handle everything with speed and precision.
Built using Azure AI Document Intelligence, Power Automate, and Copilot Studio, the agent ensures seamless extraction, validation, and summarization of statement data. Processed outputs are stored in SharePoint for easy access and audit readiness.
How It Works
Email Trigger – The agent detects incoming credit card statement emails.
Validation & Parsing – PDF attachments are validated and parsed using Azure AI.
Data Extraction – Key fields and transactions are extracted from structured/unstructured formats.
Summarization – A concise financial summary is generated automatically.
Response Delivery – Users receive structured summaries back via email.
Data Storage – Processed results are securely stored in SharePoint for future reference.
Key Benefits
80% Faster Processing – Cuts down statement handling time dramatically.
100% Accuracy on Structured Data – Eliminates human errors in validation and extraction.
3x Faster Response Times – Users get near-instant financial summaries.
Consistent Outputs – Standardized summaries regardless of statement format.
Scalable & Audit-Friendly – Easy storage, retrieval, and future integration with ERP systems.
