Automated financial statement analysis

-60% analysis time

Analysing balance sheets, income statements and notes to extract key indicators and spot anomalies remains largely manual. Controllers spend their time collecting and calculating, at the expense of the interpretation and recommendations that give their work its value.

The automated workflow

A structured process for fast, reliable results.

Document import

Financial statements (balance sheets, P&L, notes, tax returns) are loaded into the analysis platform.

Data extraction

All accounting lines, ratios and key indicators are identified and extracted automatically.

Analysis and comparison

Financial ratios are calculated automatically, with year-on-year comparison, sector benchmarking and anomaly detection.

Analysis report

A structured analysis note covering the key points, alerts and recommendations.

Tangible results

-60%

Financial analysis time

20+

Ratios calculated automatically

3 years

Compared in every analysis

Up and running in 4 to 5 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Automated financial statement analysis

Balance sheets, income statements, notes, tax returns, interim statements and consolidated accounts, in PDF and Excel formats.

Yes, on top of standard ratios (liquidity, solvency, profitability), you define your own indicators and alert thresholds.

Yes, the tool includes sector benchmarks to position the company's performance against its market.

Yes, every analysis is traced and documented. It provides a solid working basis for internal and external auditors alike.

More workflows: Finance

A summary in 2 minutes

Financial analyst report summaries

Finance teams receive a growing volume of analyst reports, economic notes and market studies. Available reading time falls short of the incoming flow, even though a single report can carry the information that shapes a decision.

3 to 4 weeks

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An answer in 15 seconds

Internal assistant for expense claims

Employees spend a long time looking for reimbursement and travel expense rules in scattered internal documents. The same questions come back week after week and tie up the accounting team, while slow answers hold up the processing of claims.

3 to 4 weeks

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-80% research time

Tax and accounting research assistant

Complex tax and accounting questions mean long searches through technical documentation or routine referrals to an outside firm. The cost and delay of those consultations weigh on the finance function's responsiveness, even for first-level questions.

4 to 6 weeks

Discover

See all workflows: Finance