AI Deep Learning or Automation Expert to analyze data

We are looking to leverage the power of Artificial intelligence to analyze data in a way that can help our company review the data for inconsistencies, Ideally, the AI would be able to review information received from our Zoho CRM, forms that have been filled out by the clients and our staff, and attachments such as a Profit and Loss statement to 1) find any inconsistencies, 2)pre-populate a list of questions for the client 3) apply the answers received by the client to the information previously analyzed, 4) prepare the intermediate product- ie the broker's opinion of value- for management review, 5) Follow a check-list of items to ensure match and consistency to assure that the end product is ready for public sharing, 6) Prepare the end product for final approval- in this case the Prospectus. I have made a quick video to demonstrate my vision- I don't know that what I want is possible and look forward to your input.