Balance sheets, income statements and cash-flow statements turned into structured, analysis-ready data in minutes — with a source reference on every single figure. The same engine reads annual reports, audited financials, consolidated statements, and anything else your analysts work with. Built for people who have to defend every number they cite.
Send us a representative annual report or audited statement. We'll show the real extraction — every figure, every source reference.
Contact us to see it in actionEvery line on the statement extracted and structured: assets, liabilities, equity, off-balance items, ratios, period comparisons — including the figures buried in the notes. Minutes per document, no matter how long it runs.
A number is never just a number. It sits in a section, references a footnote, ties to other positions. Handwritten margin notes, stamps, a red-pen circle on a line — we read them and place them where they belong. The statement comes back understood, not just transcribed.
Output where you need it — Excel, your API, your own schema, straight into the warehouse. The analysis itself runs as an agentic step inside the workflow you already have: an email lands, a task opens, the statement gets analysed, the result arrives downstream. Core banking on one side, the next system on the other — we sit in the middle.
Financial Document Analysis is one of many capabilities you get with AIOP — the AI Operating Platform underneath. Same identity, same policy, same Evidence Pack as every other process you run.
Financial Document Analysis is Document Understanding with a finance-specific schema, running on the full AIOP guarantee surface. Source references aren't an export option — they're how every figure is stored, from the moment it leaves the page.
Financial Document Analysis is the finance-focused expression of a broader capability. Compose it with the rest of the platform when the process grows beyond extraction.
The foundational capability — read, interpret and structure any document with replay-equivalent extractions.
/solutions/document-understandingTurn extracted statements and KPIs into a queryable knowledge layer for analysts and agents.
/solutions/knowledge-managementClassify, route and gate financial documents against your policy — fields become the basis.
/solutions/risk-compliance-classificationThe eight-layer architecture underneath — the guarantees that make every extraction defensible.
/solutions/platformSend a representative annual report or audited statement. We'll show the source reference on every figure, the Excel output and the validation surface — on your document.