Financial services teams spend hours gathering documents, extracting data, and building spreadsheets by hand. Unique AI Table automates that work, combining Unique AI's agentic capabilities with familiar spreadsheet functionality and collaborative workflow features. The platform pairs AI-driven accuracy with human-in-the-loop review, so financial services teams get speed without losing oversight.
Setting up a table takes three steps
Click New Sheet to start the creation flow. Name the table and fill in the general information section. Then upload your documents, either from your local desktop or directly from your knowledge base.
Click Next, and the AI agent retrieves and organizes the relevant information automatically.
How the AI agent builds your table
Once you submit the table, the agent works cell by cell, researching and structuring your data to deliver precise answers. A complete table comes together in moments. Work that used to take hours finishes in seconds.
After the agent finishes, your team can edit the table freely. Update cell values, resubmit questions to the agent, or review the history of any cell.
Collaborating on financial data as a team
Sharing a table is simple. Grant teammates access through the Sharing module, then use the Review, Status, and Assignee columns to track progress in real time.
Exporting and reusing your research
When the work is finished, export it as a customizable report in Excel or Word format. Add approved content to your answer library, so it's ready to use in future tables.
Spreadsheet automation already at work in financial services
Financial services teams are already using Unique AI Table to speed up research, automate workflows, and increase productivity. Visit the Unique AI website to see it in action and connect with our team.
Unique AI Table: Spreadsheet Automation for Financial Services Teams
Financial services teams spend hours gathering documents, extracting data, and building spreadsheets by hand. Unique AI Table automates that work, combining Unique AI's agentic capabilities with familiar spreadsheet functionality and collaborative workflow features. The platform pairs AI-driven accuracy with human-in-the-loop review, so financial services teams get speed without losing oversight.
Setting up a table takes three steps
Click New Sheet to start the creation flow. Name the table and fill in the general information section. Then upload your documents, either from your local desktop or directly from your knowledge base.
Click Next, and the AI agent retrieves and organizes the relevant information automatically.
How the AI agent builds your table
Once you submit the table, the agent works cell by cell, researching and structuring your data to deliver precise answers. A complete table comes together in moments. Work that used to take hours finishes in seconds.
After the agent finishes, your team can edit the table freely. Update cell values, resubmit questions to the agent, or review the history of any cell.
Collaborating on financial data as a team
Sharing a table is simple. Grant teammates access through the Sharing module, then use the Review, Status, and Assignee columns to track progress in real time.
Exporting and reusing your research
When the work is finished, export it as a customizable report in Excel or Word format. Add approved content to your answer library, so it's ready to use in future tables.
Spreadsheet automation already at work in financial services
Financial services teams are already using Unique AI Table to speed up research, automate workflows, and increase productivity. Visit the Unique AI website to see it in action and connect with our team.