Statement Data Extraction for Financial Spreading
Credit and lending teams spend hours copying balance sheets and income statements into a spreading template. Datatera.ai extracts data from financial statements in native or scanned PDF into structured lines with labels, values, periods and source pages, ready for your financial statement spreading workflow.
Extract data from financial statements in any layout
Annual reports, audited accounts and management packs, from any issuer and any auditor.
All primary statements
Balance sheet, income statement and cash flow lines, for each period shown in the document.
Labels as printed
Each line keeps its label exactly as printed, so your analysts can place it in the spreading line they use.
Built-in quality checks
Extracted amounts, dates and currencies are cross-validated with built-in quality checks before export.
Native and scanned files
Digital PDFs, scanned annual reports and photographed pages go through the same pipeline.
Audit trail
Every figure links back to its page and line, which keeps credit reviews and internal audit simple.
Into your credit workflow
Download to Excel, or send results through the API to the system your credit team already uses.
Financial statement spreading starts with traceable data
The same economic line appears under different names across companies and auditors. Datatera extracts each line with its printed label, value, period and source page, so your team spreads from data it can check.
| As printed | Value | Period | Source |
|---|---|---|---|
| Turnover | 48,210 | FY2025 | p. 4, income statement |
| Cost of sales | (31,560) | FY2025 | p. 4, income statement |
| Profit for the year | 5,940 | FY2025 | p. 4, income statement |
| Trade and other receivables | 9,870 | 31 Dec 2025 | p. 3, balance sheet |
| Borrowings, non-current | 14,300 | 31 Dec 2025 | p. 3, balance sheet |
| Depreciation and amortisation | 2,115 | FY2025 | p. 6, cash flow statement |
Illustrative example. Output fields follow your own schema.
Related use cases
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