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templates /financial disclosure reports

Extract key data from financial disclosure reports
automatically

Automate financial reporting with fast, accurate extraction of financial position, risks, and disclosure data from financial disclosure reports for streamlined compliance and analysis.

Company name
Reporting period
Report date
Financial position
Assets
Company name
Reporting period
Report date
Financial position
Assets
Company name
Reporting period
Report date
Financial position
Assets
Liabilities
Equity
Financial risks
Risk metrics
Compliance status
Liabilities
Equity
Financial risks
Risk metrics
Compliance status
Liabilities
Equity
Financial risks
Risk metrics
Compliance status
Disclosure items
Reporting standard
Company name
Reporting period
Report date
Disclosure items
Reporting standard
Company name
Reporting period
Report date
Disclosure items
Reporting standard
Company name
Reporting period
Report date
Financial position
Assets
Liabilities
Equity
Financial risks
Financial position
Assets
Liabilities
Equity
Financial risks
Financial position
Assets
Liabilities
Equity
Financial risks
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use cases

From financial disclosure reports to structured financial data

challenge

Financial disclosure reports contain critical financial information, but manually extracting financial position, risks, and disclosure data is time-consuming and error-prone.

solution

Raydocs helps you instantly extract and structure financial disclosure data, enabling faster compliance reporting, automated risk analysis, and seamless integration with financial systems — regardless of reporting standard or format.

Regulatory compliance reporting
Financial risk analysis
Due diligence processes
Investor relations
Audit support
Financial data aggregation
fields

Capture essential fields, customize as needed

Each template defines the most relevant fields for a certain document type, ready to use. Every field can be customized, added, or removed as needed.

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financial disclosure report
Field Name
Type
Description
Company name
Text
Name of the reporting entity
Reporting period
Text
Period covered by the report
Report date
Date
Date of the report
Financial position
Text
Overall financial position summary
Assets
Text
Total assets value
Liabilities
Text
Total liabilities value
Equity
Text
Shareholders' equity
Financial risks
Text
Identified financial risks
Risk metrics
Text
Quantitative risk indicators
Compliance status
Text
Regulatory compliance status
Disclosure items
Text
Key disclosure items
Reporting standard
Text
Accounting or reporting standard used
Add new field
live demo

Try out the demo

See how Raydocs extracts financial position, risks, and disclosure data from financial reports in seconds.

raydocs.com
Document

Financial_Disclosure_Report.pdf

Extracted just now·Completed in 35s
Company nameMediora Biotech
Financial positionStrong
Risk levelLow
Compliance70% meeting benchmark

Available very soon

We're putting the finishing touches on our interactive demo. Stay tuned!

how it works

Say goodbye to manual data extraction

Ingest documents at scale, extract key data points, and export with ease. Everything can be done via API.

Ingest
1Ingest

Drag-and-drop files, email, sync a secure folder, or use our API. Raydocs ingests unlimited files in one go.

Analyze
2Analyze

Raydocs structures each document, applies your extraction template, and captures every required data point—complete with source links and confidence scores. All accessible via API.

Export
3Export

Export to Excel or stream the structured data straight into your analytics and business systems via API for instant reporting and insight.

security

Built for
privacy critical workflows

security

AES-256 encryption

EU or US data residency

Full audit trail for every document and data point

support

Backed by
responsive support

support

Personalized onboarding and template setup

Managed service by default, optional self-serve

Fast responses via Slack, email or support portal

Frequently asked questions

Does it work with scanned PDFs?

Yes—our built-in OCR technology processes scans, tables, and footnotes seamlessly.

How accurate is it?

We achieve 99%+ field-level accuracy on our benchmark set, and every extracted value displays its source for verification.

Does it handle industry-specific metrics?

Absolutely—our team will configure it to your needs.

Where is the data stored?

All data is processed and retained in EU data centres (US residency available on request).

CTA Background

Turn documents into structured, auditable data