veilcode
WorkVantage AI Agent Suite
AI Automation

Vantage AI Agent Suite

Vantage FinancialFinancial Services2024

Custom LLM-powered agent system that automated 80% of a regional financial firm's document processing, compliance checking, and internal reporting workflows.

12 weeks2 AI engineers, 1 backend engineerLangGraphOpenAIFastAPIPythonSupabase
80%
Tasks automated
of previously manual workflows
Document throughput
same headcount
< 2min
Avg. processing time
down from 25 minutes manual
100%
Audit trail coverage
every agent action logged
Vantage agent orchestration dashboard
Agent orchestration — live activity view
01

The Challenge

A team of 6 analysts spending 60% of their time on document triage, data extraction from PDFs, and formatting reports — none of it requiring human judgment. The firm was growing but couldn't hire fast enough to keep up with document volume.

02

Our Approach

We ran a structured automation audit to map every repetitive workflow and rank by ROI. The top three — document ingestion, compliance pre-screening, and report assembly — were built as a multi-agent LangGraph system. Each agent has a defined scope, can call tools (PDF parser, database lookup, email sender), and escalates to a human queue when confidence is below threshold. Every action is logged and auditable.

03

The Outcome

Deployed to production in 12 weeks. 80% of previously manual tasks now run autonomously. The analyst team shifted entirely to decision-making and client-facing work.

Project Screenshots
Vantage document ingestion pipeline
Document ingestion pipeline
Vantage human review queue
Human-in-the-loop review queue
Vantage compliance screening results
Compliance pre-screening results
Vantage agent performance metrics
Agent performance metrics

The audit alone was worth the engagement. VeilCode identified three workflows we hadn't even considered automating. The agents they built are running in production daily — reliable, auditable, and genuinely transformative for our team.

CO

Claire Ochieng

COO, Vantage Financial

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