What types of earnings documents can I upload?

We support PDFs, Word documents, text files, and even scanned images (OCR). This includes quarterly earnings press releases, annual reports, earnings call transcripts, and investor presentations.

What fields does the AI extract?

The standard JSON output includes: revenue, EPS, gross margin, operating margin, net margin, operating cash flow, free cash flow, key operating metrics (e.g., users, ARPU, same-store sales), year-over-year changes for each metric, management commentary excerpts, and major developments (e.g., acquisitions, guidance changes). You can customize the field list.

How does the AI ensure accuracy?

The AI is trained on financial language and uses contextual understanding to identify metrics and commentary. Every extraction is source-grounded—you can click any field to see the original sentence that supports it, allowing you to verify and correct as needed.

Can I export the summary to my investment system?

Yes. Export as JSON for direct API integration, or as CSV/Excel for import into most systems. We also offer webhook integrations for automated workflows.

Is the source verification available for every field?

Absolutely. Each extracted field includes a clickable reference that highlights the exact source sentence in the original earnings document—ensuring full traceability and audit readiness.

How does this differ from a generic document summarizer?

Generic tools produce paragraphs. Our tool outputs a structured JSON object with predefined earnings-specific fields, making the data immediately actionable for financial modeling, reporting, and analytics. Plus, every field is traceable to the source.

Turn Earnings Reports into Structured, Source-Verified Summaries

Upload quarterly earnings releases or annual reports. Let AI extract revenue, EPS, margins, cash flow, operating metrics, YoY changes, management commentary, and major developments—with one-click traceability to the exact sentence in the original document.

AI earnings extractionStructured JSON outputSource-grounded verification

Why AI-powered earnings analysis transforms investment workflows

Source-Grounded Extraction

Every earnings metric (revenue, EPS, margins, etc.) and commentary segment is linked to the exact sentence in your original earnings release or report. Click any field to see the source context—critical for audit, compliance, and investment confidence.

Structured Data Ready for Systems

Output is a clean JSON object with all key earnings components: financial highlights, YoY changes, operating metrics, management quotes, and major events. Directly import to Excel, BI tools, or investment models.

Automatic Field Mapping & Validation

AI identifies and normalizes earnings data even from unstructured text—handling varying formats, currencies, and reporting standards. Reduces manual data entry and eliminates transcription errors.

How to generate a structured earnings summary in 4 steps

1. Upload your earnings report

Upload quarterly earnings releases, annual reports, or even scanned PDFs (OCR supported). You can also paste raw earnings text directly.

2. AI scans for earnings data fields

Our AI detects revenue, EPS, gross margin, operating margin, net margin, operating cash flow, free cash flow, key operating metrics (e.g., ARPU, subscribers, same-store sales), year-over-year changes, management commentary, and major developments—using natural language understanding tailored to financial reporting.

3. Review and verify each field

The generated JSON summary displays each field with a 'source' button. Click it to highlight the original sentence in your document—ensuring full traceability for compliance and quality assurance.

4. Export and integrate

Export as JSON, CSV, or Excel. Directly integrate with investment research platforms, BI tools, or financial models via API, or copy the structured summary into your workflow.

Built for accuracy, auditability, and speed in earnings analysis

Extract from messy earnings releases and transcripts

Handles varying formats—press releases, slide decks, conference call transcripts, and multi-page PDFs. AI reliably extracts structured fields even from inconsistent language and layout.

Source verification at the field level

Each field—from revenue to management commentary—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 field in the JSON summary and instantly jump to the corresponding segment in your earnings report—perfect for audits, dispute resolution, and training.

Human-in-the-loop refinement

AI suggests fields, but you remain in control. Edit, add, or remove fields before finalizing the summary. Merge duplicate entries or correct misinterpreted data with ease.

AI Earnings Analyzer vs Manual Earnings Review

Manual Review

• Hours of reading lengthy releases
• Prone to missed or misread figures and comments
• No traceability to source
• Inconsistent note-taking and errors

Gentables AI Earnings Analyzer

✓ Summary generated in minutes
✓ Captures every key metric and commentary accurately
✓ Source-grounded verification
✓ Standardized JSON ready for systems

Who benefits from AI-extracted earnings summaries?

Equity Research Analysts

• Accelerate quarterly earnings review and update models

• Ensure no critical metric or commentary is overlooked

• Improve consistency across coverage

Investment Managers & Portfolio Analysts

• Quickly assess earnings surprises and trends

• Validate management guidance and outlook

• Reduce manual data entry errors

Compliance & Audit Teams

• Maintain audit trails of earnings analysis

• Verify data accuracy against source documents

• Ensure regulatory adherence with traceable evidence

Turn Earnings Reports into Structured, Source-Verified Summaries