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templates /income statements

Extract key data from income statements
automatically

Automate financial statement processing with fast, accurate extraction of revenue, expenses, and profit metrics from income statements for streamlined financial analysis and reporting.

Company name
Reporting period
Reporting date
Description
Amount
Company name
Reporting period
Reporting date
Description
Amount
Company name
Reporting period
Reporting date
Description
Amount
Total revenue
Cost of goods sold
Gross profit
Description
Amount
Total revenue
Cost of goods sold
Gross profit
Description
Amount
Total revenue
Cost of goods sold
Gross profit
Description
Amount
Total operating expenses
Operating profit
Other income
Interest expense
Tax expense
Total operating expenses
Operating profit
Other income
Interest expense
Tax expense
Total operating expenses
Operating profit
Other income
Interest expense
Tax expense
EBITDA
Net profit
Company name
Reporting period
Reporting date
EBITDA
Net profit
Company name
Reporting period
Reporting date
EBITDA
Net profit
Company name
Reporting period
Reporting date
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use cases

From income statements to structured financial data

challenge

Income statements contain critical financial performance information, but manually extracting revenue, expenses, and profit figures across multiple periods is slow, error-prone, and doesn't scale.

solution

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

Financial analysis and reporting
Accounting system integration
Profitability analysis
Budget vs actual comparisons
Financial modeling
Regulatory reporting
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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income statement
Field Name
Type
Description
Company Information
Group
Reporting entity details
Company name
Text
Name of the reporting entity
Reporting period
Text
Period covered by the statement
Reporting date
Date
Statement date
Revenue
Group
Revenue breakdown
Revenue Items
List of items
List of revenue sources
Description
Text
Revenue source description
Amount
Amount
Revenue amount
Total revenue
Amount
Total revenue or turnover
Cost of goods sold
Amount
Cost of goods or services sold
Gross profit
Amount
Gross profit or loss
Operating Expenses
Group
Operating expense breakdown
Expense Items
List of items
List of operating expenses
Description
Text
Expense category or description
Amount
Amount
Expense amount
Total operating expenses
Amount
Sum of all operating expenses
Operating profit
Amount
Operating profit or loss
Other Income and Expenses
Group
Non-operating items
Other income
Amount
Other income or gains
Interest expense
Amount
Interest paid
Tax expense
Amount
Income tax expense
Profit Summary
Group
Final profit metrics
EBITDA
Amount
Earnings before interest, taxes, depreciation, and amortization
Net profit
Amount
Net profit or loss after all expenses
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See how Raydocs extracts revenue, expenses, and profit metrics from income statements in seconds.

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Document

Income_Statement.pdf

Extracted just now·Completed in 35s
Company nameAcme Holdings
Reporting periodQ1 2024
Revenue$500,000
Gross profit$200,000
Net profit$150,000

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.

Ingest
1Ingest

Drag-and-drop files, email, or sync a secure folder. 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.

Export
3Export

Export to Excel or stream the structured data straight into your analytics and business systems 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

templates

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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