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Glossary

Retrieval-augmented generation (RAG)

A technique where the AI looks up relevant facts in your documents before answering, instead of relying on memory.

Book a discovery callHow we build it
Why it mattersIt keeps answers grounded in your policies and data, and makes them easier to check.
In practice at aifinancezOur document chaser agent uses this: sends personalised document checklists. Collects receipts, statements and tax documents without the back-and-forth.Meet the document chaser agent →
Related terms
Voice agentChat agentEscalation (handoff)
An accountant’s desk at night with receipts and a laptop
Related guideAI for wealth & financial advisers: a practical guide
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