🔍AnalyseIntermediate4 steps

KPI Extraction from Financial Reports

This agent scans your financial reports (balance sheets, income statements, quarterly reports) to automatically extract essential KPIs: revenue, gross margin, EBITDA, cash position, profitability ratios and more. It detects significant variations and generates a synthetic dashboard.

financeKPIrapportanalyse financièredashboardcontrôle de gestion

For who

CFOs, management controllers, financial analysts and executives looking to automate financial performance tracking.

Input

Type: text

Format: text_or_csv

Rapport financier (texte, tableaux, données structurées)

steps (4)

Report Import

input

Import and identify financial report type

KPI Extraction

analysis

Automatic calculation of key financial indicators

Variation Analysis

process

Detect and analyze significant variations

Dashboard

generation

Generate synthetic dashboard

Output

Type: text

Format: markdown

Tableau de bord financier avec KPI, variations et recommandations

Example

Input

Revenue Q1 2024: 2.4M€ (+12% YoY)
Expenses: 1.8M€
Net income: 420K€
Cash: 890K€
Debt: 1.2M€

Output

## Financial Dashboard Q1 2024
🟢 Revenue: 2.4M€ (+12%)
🟢 Net margin: 17.5%
🟡 Debt ratio: 0.5x
🟢 Cash: 890K€
Recommendation: Healthy growth, monitor debt ratio.

Customization

Parameter	Description	Default

Technical Notes

Supports French (PCG) and international (IFRS/US GAAP) accounting formats. Ratio calculations require complete data for reliability.

Glossary Terms

Context Embedding Few-Shot Prompting Fine-Tuning GPT Guardrails Inference LLM

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