> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corvic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance

> Accounts payable, financial analysis, equity research, tax prep, and compliance checks on your own numbers.

Finance work lives in ledgers, statements, and PDFs. Corvic connects to your books, reads the documents, and does the reconciliation and analysis, while showing its work.

## Accounts payable

Know what you owe, to whom, and when: bills, due dates, vendor balances, and AP aging, straight from your books.

[Automating Accounts Payable with Corvic AI](https://www.youtube.com/embed/0iTI-oPyu2g)

| | |
| - | - |
| **Bring** | Bills, invoices, purchase orders, or an AP aging export |
| **Connect** | [QuickBooks](https://docs.corvic.ai/connector-vault/catalog/finance.md) |
| **Start with** | The **Contract & Invoice Manager App** or **Purchase Order Manager App** playbook |
| **You get** | An AP aging view and a live app to track bills through approval |

> [!TIP]
>
> **Try asking:** “Which bills are due in the next 14 days, and which vendors are over 60 days past due?”

Watch the full walkthrough: [Automating Accounts Payable](https://docs.corvic.ai/tutorials/accounts-payable-automation.md).

## Company financial analysis

Balance sheet, cash flow, monthly burn, and COGS, with bank and card statements reconciled against the ledger.

| | |
| - | - |
| **Bring** | Financial statements and bank or credit-card exports |
| **Connect** | [QuickBooks](https://docs.corvic.ai/connector-vault/catalog/finance.md) |
| **Start with** | The **Financial Analysis App** playbook |
| **You get** | A financial report and dashboard you can refresh each month |

> [!TIP]
>
> **Try asking:** “What's our burn rate over the last six months, and how many months of runway do we have?”

## Equity research

Fundamentals, quotes, statements, and valuation for a watchlist, refreshed on a schedule.

[Stock Analysis Agent with Corvic AI](https://www.youtube.com/embed/V3NxAr913_M)

| | |
| - | - |
| **Bring** | The tickers to analyze, and optionally your own models or filings |
| **Connect** | [Finnhub](https://docs.corvic.ai/connector-vault/catalog/finance.md), [Polygon.io](https://docs.corvic.ai/connector-vault/catalog/finance.md), [SerpApi](https://docs.corvic.ai/connector-vault/catalog/finance.md) |
| **Start with** | The **Stock Analysis** playbook |
| **You get** | A per-ticker report with fundamentals, valuation, and recent news |

> [!TIP]
>
> **Try asking:** “Compare NVDA, AMD, and AVGO on revenue growth, margins, and forward P/E.”

Watch the full walkthrough: [Stock Analysis Agent](https://docs.corvic.ai/tutorials/stock-analysis-agent.md).

## KYC and AML

Screen customers and counterparties, check documents, and flag risky activity with an audit trail.

[KYC & AML Automated with AI](https://www.youtube.com/embed/bVq7-eeRJe8)

| | |
| - | - |
| **Bring** | Customer documents and transaction exports |
| **Start with** | A [Document Lens](https://docs.corvic.ai/features/document-lens.md) to read identity documents, plus a chat to review flags |
| **You get** | A screening table with the reason behind every flag |

> [!TIP]
>
> **Try asking:** “Flag customers whose transactions spiked above three times their monthly average, and show the evidence.”

## Credit and lending intelligence

Give loan officers a full picture of a borrower from internal records and outside signals.

[Customer Intelligence Agent for Loan Officers and Credit Advisors](https://www.youtube.com/embed/ZG6mNtyxZ8Y)

| | |
| - | - |
| **Bring** | Borrower records and application documents |
| **Start with** | A custom [agent](https://docs.corvic.ai/features/agents.md) for your credit team |
| **You get** | A borrower brief with risks and talking points |

> [!TIP]
>
> **Try asking:** “Summarize this applicant's cash flow and anything that could affect their ability to repay.”

Watch the full walkthrough: [Customer Intelligence Agent](https://docs.corvic.ai/tutorials/customer-intelligence-agent.md).

## Prediction markets

Pull market odds and the news that moves them, and spot where the crowd may be wrong.

[Corvic AI for Prediction Market Analysis](https://www.youtube.com/embed/G6p9EbgQMfU)

| | |
| - | - |
| **Bring** | The markets or events to follow |
| **Start with** | A chat in a new room, scheduled as a [pipeline](https://docs.corvic.ai/features/workflows.md) to refresh daily |
| **You get** | A tracker of odds over time with the news behind each move |

> [!TIP]
>
> **Try asking:** “Which markets moved more than 10 points this week, and what news drove it?”

Watch the full walkthrough: [Prediction Market Analysis](https://docs.corvic.ai/tutorials/prediction-market-analysis.md).

## Tax preparation

Organize the year's records, categorize deductible expenses, and estimate what you'll owe.

| | |
| - | - |
| **Bring** | Income and expense records, receipts, and last year's return |
| **Connect** | [QuickBooks](https://docs.corvic.ai/connector-vault/catalog/finance.md) |
| **Start with** | Upload the records to a room and ask |
| **You get** | Categorized expenses and an estimate of the liability |

> [!TIP]
>
> **Try asking:** “Categorize these receipts by deduction type and total each category.”

## Make it repeatable

When a run works, save it as a [playbook](https://docs.corvic.ai/features/playbooks.md) so anyone on your team can rerun it, or publish the result as a [live app](https://docs.corvic.ai/features/live-apps.md). See [all use cases](https://docs.corvic.ai/use-cases/overview.md).


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