OneData Helps SolidIA Make Financial Intelligence More Accessible with an AI-Powered Assistant
Learn how OneData worked with SolidIA to make complex financial information easier to understand through an AI-powered conversational assistant, helping customers explore financial data, compare performance, and gain actionable insights through natural-language questions.
| Industry | Financial Intelligence & Fintech |
| AWS Services | Bedrock (Amazon Nova Lite) · EC2 |
| Region | Mexico · Latin America |
| Partner | OneData Software Solutions |
Benefits
≥ 90%
KPI-grounded answer accuracy on the validated RFC question set
4 Formats
Executive summary exports in PDF, DOCX, PPTX, and TXT
≈ 85%
Section-insight cache hit rate with a 24-hour time-to-live
20–30%
Reduction in prompt and cost through smart endpoint selection
16 Financial Sections
Enhanced with AI-generated insights
2 Containers · 1 Server
Production deployment footprint
Overview
Understanding a company’s financial position involves more than looking at individual numbers.
Revenue, expenses, cash flow, tax information, and payment capacity each reveal part of a business’s financial health. But connecting these details and understanding what they mean can be challenging, especially for users without a financial background.
SolidIA’s platform brings together financial and fiscal information to help Mexican businesses better understand their financial position. However, customers can find it difficult to interpret the information and connect insights across different sections without support from SolidIA’s consulting team.
To address this challenge, SolidIA partnered with OneData Software Solutions to develop an AI-powered financial assistant that helps customers explore their own financial data through natural-language conversations.
The assistant transforms complex financial information into clear, contextual answers, making it easier for customers to understand performance, investigate changes, and identify areas that need attention.
The goal is to make financial intelligence easier to access, understand, and act on—without requiring customers to interpret every report themselves.
About SolidIA
SolidIA is a Mexican financial strategy platform that helps businesses understand their financial position and make informed business decisions. By combining financial data, artificial intelligence, and expert guidance, SolidIA helps businesses assess their financial health, identify potential risks, and explore opportunities for growth.
Its platform brings together financial and fiscal information, helping businesses gain a clearer view of their performance and financial needs. Through these insights, SolidIA supports business owners in evaluating their financial situation and making more informed decisions about their next steps.
About SolidIA
SolidIA is a Mexican financial strategy platform that helps businesses understand their financial position and make informed business decisions. By combining financial data, artificial intelligence, and expert guidance, SolidIA helps businesses assess their financial health, identify potential risks, and explore opportunities for growth.
Its platform brings together financial and fiscal information, helping businesses gain a clearer view of their performance and financial needs. Through these insights, SolidIA supports business owners in evaluating their financial situation and making more informed decisions about their next steps.
Challenge | Making Complex Financial Data Easier to Understand
Financial data can tell a business a great deal about its performance. But understanding the connections between different financial indicators is not always straightforward.
A change in expenses may affect cash flow. Outstanding payments may influence liquidity. Revenue figures may look different when compared with the previous year. Understanding these relationships often requires users to review multiple reports and seek additional explanations.
For SolidIA, the challenge was helping customers make sense of the financial information already available through its platform.
Customers needed a simpler way to ask questions about their own data, understand changes in financial performance, and connect information across different areas of the business.
For example, a customer might want to know which expense categories contributed most to spending last quarter or how current payment capacity compares with the previous year.
Finding these answers should not require customers to navigate multiple sections or depend on a consultant for every routine question.
SolidIA needed a more intuitive way to turn financial data into clear, relevant answers.
Opportunity | Bringing Financial Insights into Everyday Conversations
SolidIA saw an opportunity to make its financial intelligence platform more accessible through AI.
Instead of asking customers to interpret reports and connect individual data points themselves, an AI-powered assistant could help them explore their financial information by simply asking questions.
The assistant needed to do more than retrieve individual figures. It needed to connect related information, explain what the numbers mean, and provide answers in language that non-specialists could understand.
For example, customers could compare their current financial performance with the previous year, explore changes in expenses, or investigate why their liquidity differs from expectations.
By making financial information easier to explore, SolidIA could give customers greater independence while allowing its consulting team to focus more on higher-value financial guidance.
OneData worked with SolidIA to bring this vision to life through an AI-powered conversational financial assistant.
Solution | Making Financial Intelligence Conversational
OneData partnered with SolidIA to develop an AI-powered assistant that allows customers to ask questions about their financial data and receive clear, contextual answers.
Rather than navigating multiple reports to find information, customers can use everyday language to explore their financial position, compare performance across periods, and understand the relationships between different financial indicators.
Three AWS services support the core experience.
Amazon Bedrock | Turning Financial Data into Clear Answers
Amazon Bedrock powers the AI capabilities behind the assistant, helping transform relevant financial information into clear, natural-language explanations.
Customers can ask questions about their financial performance and receive answers grounded in the information available through SolidIA’s platform. This makes financial insights easier to understand without requiring customers to have deep financial expertise.
AWS Lambda | Connecting Financial Information
AWS Lambda supports the processes that retrieve and bring together the financial information needed to answer customer questions.
When a customer wants to understand a change in performance or explore a particular financial indicator, the assistant can draw on relevant information from different areas of the platform to provide a more complete response.
This helps customers explore relationships between revenue, expenses, cash flow, payment capacity, and other financial indicators without having to piece together the information manually.
Amazon API Gateway | Connecting the Assistant to SolidIA's Platform
Amazon API Gateway supports the connection between the conversational experience and the services that retrieve financial information and generate answers.
By working with SolidIA’s existing data interfaces, the solution provides customers with a more direct way to access financial insights within the platform while maintaining separation between individual customers’ financial information.
Together, these capabilities help make financial data easier to explore, interpret, and use in everyday business decisions.
Outcome | Making Financial Intelligence More Accessible
The AI-powered assistant helps SolidIA make complex financial information easier to understand, bringing relevant insights closer to customers and reducing the effort required to interpret financial reports.
The solution enables customers to:
Compare financial performance
Understand how current performance differs from previous periods, including year-over-year comparisons of profit and loss.
Understand expenses
Identify major expense categories and explore changes in spending over time.
Explore cash flow and payment capacity
Ask questions about financial inflows, outflows, liquidity, and the ability to meet payment obligations.
Connect financial information
Bring together related information from different areas of the platform to investigate questions that individual figures may not answer on their own.
Identify potential risks
Explore information about counterparties, payment behavior, and available risk indicators.
Access insights independently
Ask questions in natural language and receive understandable explanations without needing to interpret every report manually.
The solution also delivers measurable capabilities across financial insights, reporting, and efficiency:
The Impact
≥ 90% KPI-grounded answer accuracy
Evaluates answers against a validated RFC question set.
Four executive summary export formats
Makes summaries available in PDF, DOCX, PPTX, and TXT formats.
16 financial sections with AI-generated insights
Extends contextual explanations across the platform's financial sections.
Approximately 85% section-insight cache hit rate
Supports the reuse of eligible generated insights within a 24-hour cache lifetime.
20–30% prompt and cost reduction
Uses smart endpoint selection to reduce unnecessary processing and associated costs.
Two containers on one server
Defines the production deployment footprint.
Together, these capabilities help SolidIA make financial intelligence more accessible and easier to explore. Customers can ask questions about their financial position, compare performance over time, and understand key indicators without having to interpret every report manually.
Beyond answering individual questions, the solution creates a foundation for making financial insights more accessible throughout the customer experience.
By combining SolidIA’s financial intelligence capabilities with OneData’s AI and cloud engineering expertise, the solution helps bridge the gap between having financial data and understanding what that data means for business decisions.
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