A Dialog-Based Multi-Agent System for Context-Aware Financial Analysis in SMEs
Year: 2026
Type: article
Abstract: This paper presents a dialog-based AI financial assistant designed to support small and medium-sized enterprises (SMEs) in interpreting their financial indicators. The system combines a modular multi-agent architecture with context engineering techniques (explicit agent roles, controlled function calls, and structured hand-offs) to analyze and explain financial data in natural language. A prototypical cash-flow analysis, embedded within a production platform, demonstrates how the assistant enables interactive communication of financial information, thereby improving access to managerial and financial knowledge for non-experts.
Source: OJS
Authors: Velasco, Miriam, Braun, Simone
Institution: Offenburg University of Applied Sciences
Language: English
Subfield: Management Information Systems
Domain: Social Sciences
Open Access status: green
OpenAlex ID: W7141757178
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