Hello all!

Quick context: My friend and I are working on a desktop AI assistant app. I was chatting with a business consultant recently, who asked if the app could extract financial metrics for her. We tried it with Apple's 121-page annual report, and the app managed to find the current assets and current liabilities to calculate the current ratio.

It got me thinking about whether our app could be useful to folks in finance, especially those in junior roles who are required to do most of the grunt work. Hence this post. 

While it can extract data from PDF ([video demo](https://www.youtube.com/watch?v=SODbnSvn-Zk)), compile data into Excel ([video demo](https://www.youtube.com/watch?v=PDPHaig8-zM)), and answer questions about documents ([video demo](https://www.youtube.com/watch?v=LyKz9wkJeN8&ab_channel=Dewlop)), I'd love to understand if these would fit into your workflows.

(I actually studied accounting and finance about 10 years ago but never entered the finance industry + things might have changed since then).

I did a bit of research...

* If your company already subscribes to something like Bloomberg, then extracting financial metrics from public companies is probably not an issue for you. But smaller companies might not have Bloomberg, and I believe Bloomberg doesn't have information of private companies.
* There are already a ton of "chat with PDFs" tools out there. But I suspect it is valuable to go beyond *chatting* and actually *do* things like creating Excel spreadsheets with the data.
* On a related note to "doing things", we are helping some of our beta testers automate renaming documents and sorting them into appropriate folders based on their content. Is file organization also a pain in your role?

I'll be grateful for any thoughts. Happy to jump on a call to chat too, if anyone is interested.

Thanks!

I'm working on a tool for extracting financial metrics from PDF into Excel (and more)