Financial Statement Analysis Copilot
Published accounts read into a comparable model — ratios, trends and the notes that explain them — so an analyst starts from the position rather than from the PDF.
Typical outcomes for this kind of engagement. Results depend on your data and starting point.
Assessing a counterparty, borrower or investee starts with a published annual report: a long PDF whose numbers must be keyed into a spreadsheet before any analysis can begin. Different companies present the same line differently, the note that explains an unusual movement sits fifty pages from the statement, and by the time the model is built there is little time left to think about what it says.
- Published accounts keyed into spreadsheets before analysis can begin
- The same line presented differently by different companies
- The note explaining a movement sitting far from the statement
- Little time left for judgement once the model is finally built
- No consistent basis for comparing one counterparty against another
CloudGate reads published statements, maps them onto a common chart of accounts regardless of how each company presents them, and computes the standard ratios and trends. The note that explains a movement is linked to the line it explains, and unusual changes are surfaced with the disclosure that accounts for them. The analyst begins with a comparable position and spends the time on judgement.
- Statements read from published reports, including scanned filings
- Mapped onto a common chart of accounts across differing presentations
- Standard ratios, trends and multi-year comparatives computed
- Each explanatory note linked to the line item it explains
- Unusual movements surfaced with the disclosure that accounts for them
- Every extracted figure traceable to its page in the source document