You will get AI-Powered Financial Contract Analysis
Top Rated
Top Rated
Project details
Client Overview:
We joined forces with a top US financial institution and used advanced technologies like BERT, NLP, OCR, Relationship Extraction, and Text Generation to work together. Our goal was to make handling tricky parts of contracts easier. We wanted to help them automatically find important parts and create clear rules for sharing data in complex financial papers.
Challenges & objectives:
• The need to manually review intricate contracts brought about data privacy and compliance challenges.
• Significant time was spent on reading contracts to ensure legal adherence.
• We wanted computers to find data-sharing rules and make clear policies automatically. This would help us
work better and follow the rules.
Solutions:
• Utilized BERT and NLP models for language understanding.
• Integrated OCR for accurate text extraction.
• Applied Relationship Extraction to identify relevant clauses.
• Automated policy statement creation with Text Generation using Transformer
Results:
• Reduced contract analysis time.
• Clear policy statements for informed data governance decisions.
• Improved looking after data and how it is used.
We joined forces with a top US financial institution and used advanced technologies like BERT, NLP, OCR, Relationship Extraction, and Text Generation to work together. Our goal was to make handling tricky parts of contracts easier. We wanted to help them automatically find important parts and create clear rules for sharing data in complex financial papers.
Challenges & objectives:
• The need to manually review intricate contracts brought about data privacy and compliance challenges.
• Significant time was spent on reading contracts to ensure legal adherence.
• We wanted computers to find data-sharing rules and make clear policies automatically. This would help us
work better and follow the rules.
Solutions:
• Utilized BERT and NLP models for language understanding.
• Integrated OCR for accurate text extraction.
• Applied Relationship Extraction to identify relevant clauses.
• Automated policy statement creation with Text Generation using Transformer
Results:
• Reduced contract analysis time.
• Clear policy statements for informed data governance decisions.
• Improved looking after data and how it is used.
AI Algorithms
Convolutional Neural Network, Linear Discriminant Analysis, Recurrent Neural Network, Transformer Model, Variational AutoencoderAI Applications
AI Chatbot, Natural Language Understanding, Sentiment Analysis, Text RecognitionAI Development Language
PythonAI Tools
Hugging Face, PyTorch, TensorFlowAI Models
BERT, ChatGPT, GPT-3, Naive Bayes Classifier, OpenAI CodexWhat's included $20,000
These options are included with the project scope.
$20,000
- Delivery Time 60 days
- Number of Revisions 1
- Natural Language Processing
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RM
Rick M.
Nov 7, 2025
SAGE INTACCT - INITIAL ENGAGEMENT & REPORTING
GOOD CONTRACTOR BUT HE SUBBEDOUT THE WORK TO SOMEONE ELSE.
JM
John M.
Jun 11, 2025
Sage Report
great
DJ
Dipteshkumar J.
Apr 10, 2025
Odoo Migration Consultation, Implementation & Customization (v7 to v11)
I had the pleasure of working with Hemanshu (ERP and CRM Consultant: Odoo, Sage Intacct, Salesforce, ServiceNow, NetSuite) on an Odoo Implementation, Migration, and Customization project. From the very beginning, Hemanshu demonstrated exceptional expertise in Odoo and delivered outstanding results.
Key highlights of our collaboration include:
Expertise: Hemanshu showcased deep knowledge and proficiency in Odoo, handling complex requirements with ease.
Timely Delivery: The project was completed on schedule, with all milestones met as promised.
Communication: Hemanshu maintained clear and effective communication throughout the project, ensuring that all my concerns were addressed promptly.
Quality of Work: The quality of work was top-notch, with meticulous attention to detail and a focus on delivering the best possible outcome.
Problem-Solving Skills: Hemanshu demonstrated excellent problem-solving skills, quickly resolving any issues that arose during the project.
I highly recommend Hemanshu for any Odoo-related projects and look forward to working with him again in the future.
Key highlights of our collaboration include:
Expertise: Hemanshu showcased deep knowledge and proficiency in Odoo, handling complex requirements with ease.
Timely Delivery: The project was completed on schedule, with all milestones met as promised.
Communication: Hemanshu maintained clear and effective communication throughout the project, ensuring that all my concerns were addressed promptly.
Quality of Work: The quality of work was top-notch, with meticulous attention to detail and a focus on delivering the best possible outcome.
Problem-Solving Skills: Hemanshu demonstrated excellent problem-solving skills, quickly resolving any issues that arose during the project.
I highly recommend Hemanshu for any Odoo-related projects and look forward to working with him again in the future.
MH
Mohamed H.
Mar 31, 2025
Mulesoft RPA /ERP
GI
Giacomo I.
Dec 20, 2024
60 minute consultation
About Hemanshu
Certified ERP CRM Consultant - Sage, Salesforce, ServiceNow, NetSuite
100%
Job Success
Ahmedabad, India - 7:13 am local time
Global delivery experience with 600+ digital transformation projects across the USA, UK, Canada, Australia, New Zealand, Germany, France, Spain, Italy, Netherlands, Denmark, and Finland.
INDUSTRY EXPERTISE
E-commerce | Retail | Social Networking | Real Estate & Property Management | Construction | Medical & Healthcare | Logistics & Haulage | Cleaning Services | Law Firms | Digital Agencies | Travel | IT & Software | Consulting | Recruitment | Salons & Spas | F&B (Bars & Restaurants) | Merchandising | Marketing | Scaffolding | Entertainment
Top Certified ERP & CRM Consultants Delivering Expertise in Consulting, Implementation, Integration, Customization, Migration, and Support
SALESFORCE
Salesforce Sales Cloud | Salesforce Service Cloud | Salesforce Marketing Cloud | Salesforce Health Cloud | Salesforce Financial Services Cloud | Salesforce Experience Cloud | Salesforce Education Cloud | Salesforce Consumer Goods Cloud | Salesforce Agentforce | Salesforce Revenue Cloud (CPQ) | Salesforce Contract Lifecycle Management (CLM)
- Certifications: Salesforce Certified Administrator | Salesforce Certified Platform App Builder | Salesforce Certified Platform Developer I and II | Salesforce Certified CPQ Specialist | Salesforce Certified Marketing Cloud Administrator | Salesforce Certified Marketing Cloud Email Specialist | Salesforce Certified Service Cloud Voice | Salesforce Certified Community Cloud Consultant | Salesforce Certified JavaScript Developer I | Salesforce Certified Einstein Analytics and Discovery Consultant | Salesforce Einstein Analytics Data Preparation Specialist | Salesforce CRM Administrator | Salesforce Apttus CPQ and Quote-to-Cash Certified
MICROSOFT DYNAMICS
Microsoft Dynamics 365 Customer Engagement (CRM) | Microsoft Dynamics 365 | Microsoft Dynamics 365 Business Central | Microsoft Dynamics NAV | Microsoft Dynamics AX | Microsoft Azure | Microsoft Copilot | Microsoft Power Automate | Microsoft SharePoint
- Certifications: Microsoft Certified Dynamics 365 Sales Functional Consultant | Microsoft Certified Dynamics 365 Finance Functional Consultant | Microsoft Certified Dynamics 365 Business Central Functional Consultant
SERVICENOW
ServiceNow IT Service Management (ITSM) | ServiceNow IT Operations Management (ITOM) | ServiceNow IT Asset Management (ITAM) | ServiceNow Customer Service Management (CSM) | ServiceNow Human Resources Service Delivery (HRSD) | ServiceNow Governance, Risk, and Compliance (GRC) | ServiceNow Security Operations (SecOps) | ServiceNow App Engine | ServiceNow IntegrationHub | ServiceNow Now Assist (AI)
- Certifications: ServiceNow Certified System Administrator (CSA) | ServiceNow Certified ITSM Implementation Specialist | ServiceNow Certified HRSD Implementation Specialist
NETSUITE
Financials | Inventory | Manufacturing | CRM | Supply Chain | Warehouse Management
ODOO
Accounting | Inventory | Manufacturing | Sales | HR | eCommerce
SAGE
Sage Intacct | Sage 50 | Sage 100 | Sage 300 | Sage X3 | Sage Intacct Construction | Sage CRE | Sage CRM | Copilot AI
- Certifications: Sage Intacct Certified Implementation Consultant | Sage Intacct Certified Accounting Consultant | Sage Intacct Construction Certified Consultant | Sage X3 Financial, Distribution, and Developer Certified | Sage 50 Accounts Level 1, 2, 3 and Payroll Level 1, 2 Certified | Sage People Certified Professional (HR and Payroll)
SAP
S/4HANA | SAP ERP | Business One | Fiori
MARKETING AUTOMATION
Pardot | Marketo | Mautic
- Certifications: Marketo Certified Associate | Salesforce Certified Pardot Specialist
INTEGRATION, DATA AND CLOUD
iPaaS and Middleware: Dell Boomi | MuleSoft | Jitterbit | Workato | Zapier | Celigo
Cloud and DevOps: AWS | Azure | Jenkins
Data Engineering: Apache Spark | Python | Java | Scala | Hive
REPORTING, FORECASTING & ANALYTICS TOOLS
Business Intelligence: Power BI | Tableau | QlikView | SAP BI | Oracle BI | Splunk | Sisense
CPQ and Billing: Salesforce CPQ | Apttus | Oracle CPQ | Billing | Order Management
Sage Business Intelligence | Sage Enterprise Intelligence | Certified Apttus CPQ Specialist | Certified Apttus CLM Specialist | Certified Apttus X-Author Certified | Certified Apttus Quote-to-Cash
Team Workflow: You’ll work with a dedicated team member, overseen by a Team Leader, with my personal audit to ensure flawless delivery.
Partner with certified ERP & CRM experts to simplify operations, improve efficiency, and accelerate growth. We help businesses streamline, optimize, and scale their technology ecosystem through end-to-end consulting, implementation, integration, customization, migration, and support services.
Message me today to discuss how we can transform your ERP & CRM ecosystem and drive measurable business growth.
Steps for completing your project
After purchasing the project, send requirements so Hemanshu can start the project.
Delivery time starts when Hemanshu receives requirements from you.
Hemanshu works on your project following the steps below.
Revisions may occur after the delivery date.
Data Collection and Preprocessing
Gathered a diverse range of financial contract documents from various sources. Cleaned and organized the dataset to prepare for analysis.
Text Extraction and OCR:
Converted scanned contract images into machine-readable text using Optical Character Recognition (OCR) technology. Extracted text content for further processing.