Analyze Financial Reports With Answers You Can Verify
Example scenario: an advisory firm uses a governed AI agent team to extract KPIs from annual reports, compare reporting periods and draft briefings. Every figure links back to its source page, and the documents stay on infrastructure you control.
See the Workflow in Action
An illustrative example run, not customer data.
The Challenge
Analysts spend hours reading annual reports to find the same handful of figures, compare them across years and copy them into a briefing. Confidential client documents also cannot simply be pasted into a public chatbot.
Manual Analysis Problems:
- Hours spent searching PDFs for figures
- Copy-and-paste errors in comparisons
- Confidential documents cannot leave your control
- AI answers without sources cannot be trusted
The Solution
Upload the reports to a workspace and let an agent extract the figures, compare periods and draft the briefing. You review the cited pages instead of reading everything again.
Governed AI Analysis Benefits:
- Figures with document and page references
- Consistent KPI extraction across reports
- Audit trail for every document and action
- Runs in your cloud or self-hosted
Briefing with KPIs and source references
(Example output)Step-by-Step Tutorial
Set up a sourced financial report briefing
Create the Analyst Agent
Create an agent that answers only from your documents and always cites its sources.
Agent Configuration:
- Name: Financial Report Analyst
- System Prompt: "Answer only from the uploaded documents. Name document and page for every figure. Never estimate numbers. State when a value is not found."
- Tools: search_data_item, read_data_item, create_file
Upload the Reports
Add annual reports and related PDFs to a conversation or context. Text and scanned PDFs are processed and become searchable.
Request the Briefing
Ask for the KPIs, the comparison and the risks in one request.
Example Prompt:
"Extract revenue, EBIT, net income, equity ratio and net debt for each reporting period. Compare the periods, list notable changes and risks, and give document and page for every figure. Create a Markdown briefing and a CSV with the KPIs."
Verify and Share
Check the cited pages for the figures that matter, then download the briefing. The audit trail records which documents were used.
How It Works
Behind the scenes: from PDF to sourced briefing
1. Ingest
Reports are uploaded and processed into searchable, embedded context.
2. Retrieve
The agent searches across documents and periods for the relevant passages.
3. Draft
Figures are extracted, compared and written into a briefing and CSV.
4. Govern
Documents, access and actions are recorded in an audit trail.
Technical Capabilities
Document Processing:
- Text-based and scanned PDFs
- Multiple reports and periods per analysis
- Source references for extracted figures
- Workspace-level access control
Tools Used:
- search_data_item: Find relevant passages
- read_data_item: Read full documents
- create_file: Generate briefing and CSV
Want to Test This on Your Own Reports?
Book a call and we will set up a pilot with your documents.
Get Started Free