Financial Statement Data Retriever
Given financial statement data like a 10-K or 10-Q, automatically retrieve a set of metrics like net income, EPS, etc.
Save time by using AI to extract key information from financial statements like statistics from the income statement, balance sheet, and cash flow statement.
This automation reads in a PDF file like a 10-K or a 10-Q and looks for key information within that file. Try modifying the similarity search query or the AI prompt to extract whatever information you need! Change the file as well to gather insights from any sort of document.
How it works
This template reads from a PDF file containing financial statement data, processes the data using AI to extract key metrics, and generates a report with the extracted information.
It can be customized to fit different document types and extraction criteria.
Automate Data Extraction: Save time by automating the process of extracting key information from financial statements.
Customizable Queries: Easily modify the similarity search query and AI prompt to fit your specific needs.
Efficient Management: Handle large volumes of financial data with ease.
Time-Saving: Automate the data extraction process, reducing manual effort.
Consistency: Ensure consistent and accurate extraction of key metrics.
Customization: Tailor the extraction process to match your specific needs.