Condensed. Precise. Investment-Grade Insights in Minutes.

Scenario:

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Clarity without the NOISE

Financial statements are bloated with pages of corporate filler.

What matters? The ratios, trends, and signals that drive investment decisions.

Yet analysts spend more time wrestling with “the report” than acting on the data.

That’s hours of opportunity slipping away each week — 10 to 20, gone.

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Challenges:

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• Time-intensive manual analysis of multi-page reports.
• Risk of human error in ratio calculations and key metric extraction.
• No standardized summary format across the team.
• Insights delayed, reducing ability to act on market-moving information. </aside>

Solution:

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We deployed our Financial Statement Summarizer Agent with a precision-driven workflow:

1. Data Extraction
   • Accepts a PDF URL or uploaded document of financial statements.
   • Extracts Income Statement, Balance Sheet, and Cash Flow data.
2. Automated Analysis
   • Calculates essential financial ratios — liquidity, profitability, leverage, and efficiency.
   • Generates a concise executive summary with contextual insights.
3. Report Delivery & Storage
   • Outputs a well-structured PDF for stakeholders.
   • Automatically uploads data and summary to a dedicated Notion dashboard for easy reference and comparison over time. </aside>

Results:

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• Reduced analysis time from hours to minutes.
• Ensured 100% consistency in financial summaries across the team.
• Freed analysts to focus on strategic decision-making instead of data wrangling.
• Created a centralized archive in Notion — enabling instant access to past summaries and trend analysis. </aside>

Workflow Implemented:

Tech Stack Used:

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1. LLM – Google Gemini API
2. Workflow Orchestration – n8n
3. PDF to Text URL Conversion - PDFco API
4. HTML to PDF Conversion - pdforge API
5. Reminders to Analyst - Slack API </aside>

No more sifting through pages. Every ratio, every insight - delivered instantly.