Turn Analyst Reports into Structured, Source-Verified Forecast Tables
Why AI-powered analyst estimates extraction transforms investment research
Source-Grounded Extraction
Every forecast metric (revenue, EBITDA, EPS, etc.) is linked to the exact sentence in your original analyst report. Click any cell to see the source context—critical for audit, compliance, and investment confidence.
Structured Data Ready for Systems
Output is a clean table (CSV, Excel, JSON) with estimates by fiscal period, including revenue, EBITDA, EPS, margins, growth rates, and other key metrics. Directly import to Excel, BI tools, or financial models.
Automatic Field Mapping & Validation
AI identifies and normalizes forecast data even from unstructured analyst notes—handling varying formats, currencies, and fiscal periods. Reduces manual data entry and eliminates transcription errors.
How to generate a structured analyst estimates table in 4 steps
1. Upload your analyst report
Upload equity research reports, analyst notes, or forecast summaries. You can also paste raw text directly.
2. AI scans for forecast metrics
Our AI detects revenue, EBITDA, EBIT, EPS, gross margin, operating margin, net margin, revenue growth, EPS growth, and other forecast metrics—using natural language understanding tailored to financial research.
3. Review and verify each estimate
The generated table displays each metric with a 'source' button. Click it to highlight the original sentence in your document—ensuring full traceability for quality assurance.
4. Export and integrate
Export as CSV, Excel, or JSON. Directly integrate with Excel, Google Sheets, or BI platforms via API, or copy the structured table into your workflow.
Built for accuracy, auditability, and speed in investment research
Extract from diverse analyst reports
Handles varying formats—sell-side research, buy-side notes, forecast summaries, and multi-page PDFs. AI reliably extracts structured forecast data even from inconsistent language and layout.
Source verification at the estimate level
Each forecast—from revenue to EPS growth—can be traced back to the original text. Disagree with an extraction? See the exact words that triggered it.
Interactive highlighting in source document
Click any cell in the estimates table and instantly jump to the corresponding sentence in your analyst report—perfect for audits, dispute resolution, and training.
Human-in-the-loop refinement
AI suggests metrics, but you remain in control. Edit, add, or remove fields before finalizing the table. Merge duplicate entries or correct misinterpreted data with ease.
AI Estimates Extractor vs Manual Forecast Data Entry
Manual Data Extraction
- • Hours of reading lengthy research reports
- • Prone to missed or misread figures
- • No traceability to source
- • Spreadsheet errors and inconsistency
Gentables AI Estimates Extractor
- ✓ Estimates extracted in minutes
- ✓ Captures every key forecast accurately
- ✓ Source-grounded verification
- ✓ Standardized table ready for systems
Who benefits from AI-extracted analyst estimates?
Equity Research Analysts
• Accelerate consensus analysis and model updates
• Ensure no critical forecast is overlooked
• Improve consistency across coverage
Portfolio Managers & Investment Analysts
• Quickly compare estimates across reports
• Validate assumptions and identify outliers
• Reduce manual data entry errors
Compliance & Audit Teams
• Maintain audit trails of forecast analysis
• Verify data accuracy against source documents
• Ensure regulatory adherence with traceable evidence
Frequently Asked Questions about AI Analyst Estimates Extractor
Stop manual analyst estimate data entry. Analyze with confidence.
