SOC2

Extract Financial KPIs Data in Seconds — Automatically

Finance 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.

17
Fields Extracted
300s
Max Processing
Try Free — No Credit CardView API Docs

What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Financial Analysis
  • Reporting
  • Document Processing
  • Financial
  • Reporting

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Financial Statement KPIs",
  "description": "Extract key performance indicators from financial statements.",
  "type": "object",
  "required": [
    "period",
    "revenue",
    "ebitda",
    "gross_margin",
    "net_margin"
  ],
  "properties": {
    "period": {
      "type": "string",
      "description": "Period"
    },
    "revenue": {
      "type": "string",
      "description": "Revenue"
    },
    "cost_of_goods_sold": 
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent finance.fin-statement-kpis

See It In Action

Real extraction example showing input document and structured output.

Input Document
INCOME STATEMENT Q3 2024: Revenue: $2,500,000. Cost of Goods Sold: $1,200,000. Gross Profit: $1,300,000. Operating Expenses: $800,000. EBITDA: $1,000,000. Depreciation: $200,000. Interest Expense: $50,000. Net Income: $750,000. Gross Margin: 52%. Net Margin: 30%.
Extracted Data
{
  "period": "Q3 2024",
  "revenue": "$2,500,000",
  "cost_of_goods_sold": "$1,200,000",
  "gross_profit": "$1,300,000",
  "operating_expenses": "$800,000",
  "ebitda": "$1,000,000",
  "depreciation": "$200,000",
  "interest_expense": "$50,000",
  "net_income": "$750,000",
  "gross_margin": "52%",
  "net_margin": "30%"
}

Quarterly income statement with revenue, COGS, operating expenses, and net income metrics. Demonstrates extraction of key performance indicators including gross margin, net margin, and EBITDA calculation.

Related Templates

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.

View all finance templates

Frequently Asked Questions

What documents can Financial KPIs process?

The Financial KPIs template processes finance documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the Financial KPIs extraction?

The Financial KPIs template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the Financial KPIs template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

Start Extracting Data Today

Process your first document in under 5 minutes. No credit card required.

Get Started FreeView Pricing