Finance Templates
11 templatesFinance teams spend 4+ hours weekly on manual document processing. That's $15,000/year in labor costs for a 10-person team — plus errors that cost $62 each to fix.
Audit Report Extractor
Extract data from audit reports, auditor opinions, and assurance reports. Captures opinion type, key audit matters, findings, and auditor details.
Bank Reconciliation Extractor
Extract data from bank reconciliation statements. Captures book balance, bank balance, outstanding items, and reconciling differences.
Cap Table Checker
Cap Table Checker: Validate cap table CSV and flag rounding / option pool issues.
Expense Normaliser
Expense Normaliser: Categorise expense items and normalise currency / VAT.
Financial KPIs
Financial KPIs: Compute EBITDA, gross margin, net margin from company financial statements.
Financial Ratios Analyzer
Extract and calculate financial ratios from financial statements and analysis reports. Covers liquidity, profitability, leverage, efficiency, and valuation metrics with trend analysis.
Financial Statements Extractor
Extract data from financial statements including balance sheets, income statements, cash flow statements, and statements of equity. Supports GAAP and IFRS formats.
Investment Statement Extractor
Extract data from brokerage statements, investment account statements, and retirement account statements. Captures holdings, transactions, and account values.
Invoice Summary
Invoice Summary: Summarise total, due date, PO number, and vendor details from a PDF invoice.
Payroll Variance Report
Payroll Variance Report: Highlight >10% month-over-month changes in payroll CSV.
Portfolio Report Extractor
Extract data from portfolio performance reports, investment summaries, and wealth management reports. Captures performance metrics, asset allocation, benchmark comparisons, and manager commentary.
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