Blog
Standardizing Financial Reports: Why It Matters and How AI Can Help
July 8, 2025
When I first started analyzing financial statements, no two reports ever looked the same. Some had expenses grouped under strange headers. Others broke out operating income but hid depreciation in footnotes. One report called it "Net Profit," another calle...
How Credit Analysts Are Saving 10+ Hours Per Week with AI Extraction
July 7, 2025
When I worked as a junior credit analyst, Mondays were chaos. My inbox would be full of PDF financials from small business clients. Each one needed to be reviewed, manually spread, standardized, and plugged into a model. By the time I finished extracting ...
How I Automated Income Statement and Balance Sheet Creation from PDFs (and How You Can Too)
July 3, 2025
Manually extracting financial data from PDFs used to be one of the most painful parts of my workflow. Whether I was building financial models, reviewing a company for due diligence, or just trying to make sense of scanned balance sheets, the process was sl...
Manual vs AI-Powered Financial Spreading: What You Need to Know in 2025
July 1, 2025
Financial spreading is the backbone of credit analysis, investment decisions, and portfolio management. But in 2025, the way we extract and standardize financial data has evolved. The question is no longer "Should we automate?" but rather *"Why haven’t you...
How to Extract Financial Data from PDF Financial Statements (Step-by-Step Guide)
July 1, 2025
Extracting financial data from PDF statements can be time-consuming and error-prone, especially when done manually. Whether you're an analyst, accountant, or founder building your own financial model, automating this process can save hours and improve accu...