Document type

Intelligent Balance Sheets Processing

Extract financial data from balance sheets with high precision, including assets, liabilities, and equity information for accurate financial analysis.

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99.5%Accuracy
90%Time Saved
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Processing Steps

How to Process balance-sheets

Follow these simple steps to extract data from your balance-sheets

1

Upload Balance Sheet

Upload your balance sheet document in any format

2

Structure Analysis

AI identifies the structure and format of your balance sheet

3

Data Extraction

Extract all financial line items with high precision

4

Balance Verification

Verify mathematical accuracy and ensure assets = liabilities + equity

Extracted Data

Balance Sheets Fields

ParseIQ automatically extracts and validates these fields from your documents

Field NameTypeRequiredDescriptionExample
companyNamestring YesName of the company or organizationN/A
reportingDatedate YesDate of the balance sheet (as of date)N/A
fiscalPeriodstring YesFiscal period of the reportN/A
currencystring YesCurrency used in the balance sheetN/A
currentAssetsobject YesBreakdown of current assets (cash, accounts receivable, inventory, etc.)N/A
nonCurrentAssetsobject YesBreakdown of non-current assets (property, equipment, investments, etc.)N/A
totalAssetsnumber YesSum of all assetsN/A
currentLiabilitiesobject YesBreakdown of current liabilities (accounts payable, short-term debt, etc.)N/A
nonCurrentLiabilitiesobject YesBreakdown of non-current liabilities (long-term debt, deferred taxes, etc.)N/A
totalLiabilitiesnumber YesSum of all liabilitiesN/A