case study
Finabeo RAG Agent, Instant Answers From Company and Cloud Knowledge
A retrieval augmented generation system trained on Finabeo documents, case studies, and major hyperscaler documentation, providing fast and attributable answers for consulting and marketing tasks.
Industry
FinOps & Agentic AI Consulting
Client Overview
Finabeo is a UK based FinOps and Agentic AI consultancy working with global enterprises. The firm’s leadership publishes practical insights on cloud cost, governance, and AI adoption, and needed a consistent way to turn founder voice into weekly LinkedIn content that performs and avoids repetition.
Case Study Overview
We built a private RAG stack that ingests company content and selected cloud docs, normalizes them, and serves precise answers with citations. The agent supports project work, proposals, and content creation by grounding outputs in trusted sources.
Problem Statement
Knowledge lived in scattered folders and vendor docs. People lost time finding the right detail or reused outdated text.
Results We Delivered
Internal queries resolved faster, proposal drafts contained correct references, and content quality improved through easy citation of source material. New hires onboarded faster by self serving answers to common questions.
Our Approach
We audited content types, set ingestion rules, and tuned retrieval for jargon heavy queries. We added guardrails for style and included a feedback loop to improve recall and precision over time.
What We Did
Unified corpus
Combines Finabeo docs, case studies, and selected hyperscaler references into one searchable layer.
Precise retrieval
Retrieves the right chunk, not the whole document, and cites it.
Attribution by default
Every answer includes sources so users can verify and copy with confidence.
Role tuned prompts
Different prompt presets for consultant tasks and marketing tasks.
Freshness controls
Scheduled re ingestion keeps vendor changes current.
Access control
Respects document permissions and keeps sensitive data private.
