Financial Statement Analysis with AI
Turn filings into analysis in minutes, not hours. Compound extracts three-statement data from 10-Ks and 10-Qs and builds ratio, common-size, trend, and margin analysis in Excel, with real formulas and every value cited to its source.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Financial Statement Analysis Works
Upload the filings
Drop in 10-Ks, 10-Qs, annual reports, or the raw statements. Compound reads the income statement, balance sheet, and cash flow statement, including the footnotes.
Ask for the analysis
Tell the AI Analyst what you need: ratio analysis, common-size statements, year-over-year trends, margin bridges, or a full three-statement spread across multiple periods.
Get a cited workbook in Excel
Receive a structured workbook with real formulas: ratios, common-size percentages, and trend calculations. Every extracted value cites the exact page and line in the filing.
Why Spreading Statements Is Still Manual
Reading the numbers is the easy part. Getting them into a consistent, analyzable, auditable format is what eats the hours.
Statements buried across pages
The three statements, the notes that explain them, and the segment detail are spread across a hundred-page filing. Pulling a clean, complete data set means paging through the whole document.
Inconsistent line items across companies
Every company labels and groups line items differently. Standardizing them into a common template so companies and periods are comparable is slow, manual mapping work.
Ratios and common-size by hand
Once the data is spread, building ratio analysis, common-size statements, and margin trends means wiring formulas across periods, repetitive work that has to be redone for every new filing.
Hard to verify the spread is right
After manually keying figures from a filing, a single transposed number can flow through every ratio and trend. Verifying the spread against the source is tedious and often skipped under deadline.
Why Compound Excels at Financial Statement Analysis
Clean three-statement spread
Compound extracts the income statement, balance sheet, and cash flow statement into a consistent, analyzable format across every period, with no manual keying or line-item mapping.
Ratios and trends as real formulas
Liquidity, leverage, profitability, and efficiency ratios, common-size percentages, and year-over-year trends all come as live Excel formulas you can audit and extend.
Every value cited to the filing
Each extracted figure links to the exact page and line in the source filing, so you can verify the spread with a click before it feeds a model or a memo.
From filings to analyzed, cited statements
What you can upload
- 10-Ks, 10-Qs, and annual reports
- Income statement, balance sheet, cash flow
- Footnotes and segment disclosures
- Multiple periods or multiple companies
What Compound produces
- Standardized three-statement spread
- Ratio analysis as real formulas
- Common-size statements and margins
- Trend analysis with cited sources
Why teams switch from manual spreading and terminal exports
For statement analysis that feeds real decisions, consistency and traceability matter as much as speed.
Extracting the three statements
- Manual spreading
- Key figures from the filing
- Terminal exports
- Vendor-normalized values
- Compound
- Reads statements from the filing
Standardizing line items
- Manual spreading
- Map by hand per company
- Terminal exports
- Fixed vendor taxonomy
- Compound
- Consistent spread across companies
Ratio and common-size analysis
- Manual spreading
- Wire formulas each time
- Terminal exports
- Export values, rebuild in Excel
- Compound
- Ratios and common-size as formulas
Trend and margin analysis
- Manual spreading
- Build period by period
- Terminal exports
- Limited, preset views
- Compound
- Multi-period trends generated for you
Source traceability
- Manual spreading
- Manual tie-out
- Terminal exports
- Vendor code, not the filing
- Compound
- Citations to the source line
Built for analysts who read filings for a living
Equity Research
Spread financials across your coverage universe and keep them current. Build ratio, margin, and trend analysis as new filings land, with cited inputs behind every line.
Credit Analysts
Assess credit quality from the statements (leverage, coverage, liquidity, and cash flow trends) in a clean, formula-driven workbook you can update each reporting period.
Hedge Funds
Dig into the financials behind a thesis. Common-size the statements, trace margin trends over time, and drill into any figure back to the exact line in the filing.
Investment Banking
Spread comparable companies and targets consistently. Standardize three-statement data into a common format for comps, models, and diligence, with an audit trail throughout.
Upload a filing and get statement analysis in minutes
Frequently Asked Questions
Compound reads the full three statements (income statement, balance sheet, and cash flow statement) along with the footnotes and segment detail, and spreads them into a clean, analyzable format.
Ratio analysis (liquidity, leverage, profitability, efficiency), common-size statements, year-over-year trend analysis, and margin bridges, all as real Excel formulas you can audit and extend.
Real Excel formulas. Ratios, common-size percentages, and trend calculations are all live, so you can change an input, add a period, or extend the analysis and the workbook recalculates.
Yes. Upload several filings and Compound builds a multi-period, multi-company spread in a consistent format, so trends and comparisons line up across the whole set.
Every extracted figure cites the exact page and line in the source filing. You can click any number to see where it came from, so verifying the spread takes seconds instead of a manual tie-out.
Yes. Companies label and group line items differently, and Compound maps them into a consistent structure so companies and periods are genuinely comparable.
Terminal functions give you vendor-normalized values that are hard to trace back to the filing. Compound spreads the actual statements into your own Excel with real formulas and citations to the source line, so you can customize the analysis and verify every number.
Yes. The spread is formula-ready and structured for downstream work, so it drops straight into a DCF, comps table, or credit model without reformatting.
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