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Agentic AI for Financial & Business Planning Document Building

Search - AI Chatbot · local_filter_skipped · UID ~022084820732917554812

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ExperienceExpert
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First seenWed, Aug 5, 2026 2:15 PM
Last seenWed, Aug 5, 2026 3:20 PM

Description

We are looking for an agentic AI engineer to build a custom agent system that produces client ready feasibility studies, business plans, and financial projections. What the system needs to do: We will provide the templates, multipage prompts, CSV data files, and a client intake form. The agent needs to take those inputs and generate each document in our exact format and structure. Output has to be accurate and high fidelity, not generic filler since this will be used with actual lenders and clients to speed up our workflow. Every document must be specific to the client location we provide and dataset in the provided files. That means the agent performs real market research on that geography and pulls it into the analysis, not placeholder assumptions. Once the first draft is generated, it gets passed to a second agent. That agent runs a series of custom coded prompt steps that review, refine, and tighten the document. On average this loop should run about six passes before the final file is delivered. What we need from you: -Experience building multi-agent workflows, not single prompt wrappers -Ability to work from our existing templates and prompt libraries rather than replacing them. Our assumptions MUST be used to maintain accuracy and must NOT be disregarded. -Research and data retrieval integration for location-specific market analysis. We need up to date and accurate data going into these. -Structured document output that holds formatting across long files. Some of our f

Skills

AI Agent Development AI App Development Financial Projection Financial Modeling Business Plan +2

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