Extract Data from Financial Statements with AI
Financial statements contain the numbers that drive investment decisions, credit assessments, and regulatory filings. DocumentIQ extracts revenue, COGS, operating expenses, net income, and balance sheet figures from income statements and balance sheets in any format. Build structured financial datasets for analysis, benchmarking, and compliance.
What You Can Extract
revenue
Total revenue or net sales for the reporting period.
cogs
Cost of goods sold or cost of revenue.
gross_profit
Revenue minus cost of goods sold.
operating_expenses
Total operating expenses including SGA, R&D, and depreciation.
net_income
Bottom-line profit after all expenses, interest, and taxes.
total_assets
Sum of all current and non-current assets.
total_liabilities
Sum of all current and long-term liabilities.
equity
Total shareholders equity or net worth.
These are common fields. With DocumentIQ you can define any custom field and extraction prompt specific to your documents.
Use Cases
- Extract financial data from portfolio company reports for benchmarking
- Automate credit analysis by extracting key ratios from borrower financials
- Build structured datasets from annual reports for research and analytics
- Accelerate regulatory filing preparation with pre-extracted financial figures
Ready to extract data from your financial statements?
Start extracting structured data in minutes -- no setup fee, no commitment.