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Domain-grounded autonomous AI copilots for GAAP compliance and insurance guidance that cut manual drafting tasks by 85%.
08 / 08StratGem-Ai and Orbi are autonomous vertical AI engines engineered to execute complex, domain-specific workflows across corporate accounting compliance (GAAP / ASC 606) and insurance advisory operations.
Drafting GAAP-compliant accounting memorandums and revenue-recognition schedules required deep specialized expertise and extensive drafting time. Insurance advisors struggled to deliver instant, accurate policy differentiations during client consultations, and general-purpose conversational AI frequently hallucinated technical accounting terms or failed compliance standards.
We developed fine-tuned AI copilots with strict domain grounding in financial compliance frameworks and insurance rulebooks, engineered structured output formatters generating GAAP-standard dynamic memorandums, transaction summaries, and journal entries, and integrated a conversational assistant (Orbi) delivering structured policy breakdowns and term comparisons with zero latency.
