Nirvigo
Northwind Advisory

Document intelligence workflow for financial review

Nirvigo created a document intelligence workflow to extract, summarize, and route financial documents for review.

Client
Accounting and advisory firm
Industry
Finance operations and compliance support
Project
Document intelligence + internal workflow software
Primary service
AI Automation & Agentic AI

Suggested metrics for mock layout — placeholder/demo numbers.

70 percent faster document triage

45 percent reduction in manual classification effort

5 document categories automated

Review dashboard prototype in 8 days

The challenge

What needed solving

Northwind Advisory handled large volumes of invoices, expense proofs, client documents, and compliance-related files. The team was manually opening, reading, renaming, classifying, and assigning documents for review.

The team wanted to:

  • Slow turnaround times
  • Manual data entry
  • Missed document context
  • Repetitive review steps
  • Poor searchability
  • Heavy dependency on senior staff
Nirvigo approach

Nirvigo designed an AI-assisted document pipeline with human review controls.

  1. 01Mapped document types and review workflows.
  2. 02Created extraction fields and validation rules.
  3. 03Built a document upload and classification interface.
  4. 04Added AI-assisted summarization and entity extraction.
  5. 05Added human review and approval stages.
  6. 06Created a searchable document archive.
  7. 07Built dashboard views for pending, reviewed, and flagged files.
Solution built

What shipped

  • Secure document upload portal
  • AI document classification
  • Invoice and document field extraction
  • Summary generation
  • Reviewer assignment workflow
  • Exception and flagging system
  • Searchable archive
  • Admin dashboard
Tech stack

Tools used in this build

  • React
  • Python
  • FastAPI
  • PostgreSQL
  • Vector database
  • Cloud object storage
  • AI extraction pipeline
  • CI/CD pipeline
The workflow gave our team a faster way to process documents while keeping human review in control.

Eleanor Whitcombe

Managing Partner, Northwind Advisory

Want to see what a build like this looks like for your team?

Book a Build Sprint

Have an idea, workflow, or system you want to build?

Bring the business problem. Nirvigo will help you shape it, blueprint it, build it, deploy it, and improve it.

Book a 30-minute strategy callExplore services

Prototype in days. MVP in weeks. Scale continuously.