Financial Data Extractor — PDF to Interactive Dashboard: Figures, Tables & Key Findings
📄 Upload a PDF and get back a self-contained interactive dashboard — a single HTML file you can open anywhere, no software required.
What you get:
💬 Every figure, explained. Each extracted number gets a short analyst-style description — what it is, which period, which statement or note — not just a raw value.
✅ Trust at a glance. Each figure is badged verified, review recommended or needs review, so you know exactly how much checking a number deserves before you use it.
🔍 Evidence on click. Click any figure to open the source page and see the number in context — the PDF is never more than one click away.
💡 Key findings up front. AI-generated findings summarise what matters, grouped by category, each with a page reference.
🗂️ More than finance. Tables, dates, contacts, URLs and addresses are extracted alongside the figures, searchable from one bar.
🤖 Ask the document. Chat with the extracted content to get answers grounded in the document itself. (keep only if the chat server is configured)
🏢 Built for financial filings and reports, but it handles pitch decks, invoices, contracts, bank statements and research papers too.
⏱️ A 130-page annual report processes in about four to five minutes; short documents in under a minute.
📦 Output: one interactive dashboard plus a small assets folder with page images.
Tags: PDF extraction · financial data · 10-K · annual report · dashboard · tables · key findings · due diligence · document analysis