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How to extract financial statement data for credit analysis?

Capture borrower financial statement values, ratios, notes, audit opinions, reporting periods, and source evidence for credit review.

Explore Workbench

Reduce manual spreading from borrower accounts

Credit analysts spend time copying values from financial statements, notes, audit reports, and management accounts. TextMine extracts the values that matter and ties them to the exact page, table, and source statement.

An illustration of data being extracted from documents

Connect numbers to context

Workbench can help reviewers compare periods, inspect notes, identify qualifications, and generate source-backed summaries for memo drafting.

an illustration of documents

Route anomalies and low confidence

Workflows can send unusual movements, missing statements, qualified audit opinions, or low-confidence values to specialist review.

an illustration of vault extracting data from contracts and answering questions about them

Reuse approved financial facts

Records can hold approved values and ratios so future annual reviews, covenant checks, and portfolio reports reuse the same source-linked data.

Extract values
Capture revenue, EBITDA, debt, cash, assets, and key ratios.
Link pages
Tie every number to statements, notes, and audit evidence.
Compare periods
Show movement across annual, interim, and management accounts.
Flag anomalies
Route unusual movements and low-confidence values to review.
Store ratios
Create governed records for approved credit metrics.
Support memos
Generate source-backed financial analysis inputs.
Reuse evidence
Carry approved values into reviews and monitoring.
Extract values
Capture revenue, EBITDA, debt, cash, assets, and key ratios.
Link pages
Tie every number to statements, notes, and audit evidence.
Compare periods
Show movement across annual, interim, and management accounts.
Flag anomalies
Route unusual movements and low-confidence values to review.
Store ratios
Create governed records for approved credit metrics.
Support memos
Generate source-backed financial analysis inputs.
Reuse evidence
Carry approved values into reviews and monitoring.

Reuse approved financial facts

Records can hold approved values and ratios so future annual reviews, covenant checks, and portfolio reports reuse the same source-linked data.

Extract values
Capture revenue, EBITDA, debt, cash, assets, and key ratios.
Link pages
Tie every number to statements, notes, and audit evidence.
Compare periods
Show movement across annual, interim, and management accounts.
Flag anomalies
Route unusual movements and low-confidence values to review.
Store ratios
Create governed records for approved credit metrics.
Support memos
Generate source-backed financial analysis inputs.
Reuse evidence
Carry approved values into reviews and monitoring.
Extract values
Capture revenue, EBITDA, debt, cash, assets, and key ratios.
Link pages
Tie every number to statements, notes, and audit evidence.
Compare periods
Show movement across annual, interim, and management accounts.
Flag anomalies
Route unusual movements and low-confidence values to review.
Store ratios
Create governed records for approved credit metrics.
Support memos
Generate source-backed financial analysis inputs.
Reuse evidence
Carry approved values into reviews and monitoring.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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