Turn Financial Statements into a Complete Ratio Analysis with Source-Verified Metrics
Why AI-powered ratio analysis transforms financial decision-making
Source-Grounded Ratios
Every ratio is derived from specific financial statement line items (revenue, net income, total assets, total debt, etc.), and each source figure is linked to the original text. Click any ratio to see the supporting numbers and their exact locations—critical for audit and investment confidence.
Structured Data Ready for Systems
Output is a clean JSON object with six ratio categories: profitability, liquidity, leverage, efficiency, growth, and coverage. Each ratio includes its value, formula, and source references. Directly import to Excel, BI tools, or financial models.
Automatic Calculation & Validation
AI identifies the required financial metrics, calculates ratios consistently, and flags potential inconsistencies or missing data. Reduces manual errors and speeds up fundamental analysis.
How to generate a comprehensive ratio analysis in 4 steps
1. Upload your financial document
Upload 10-K, 10-Q, annual reports, or even scanned PDFs (OCR supported). You can also paste raw financial data directly.
2. AI extracts supporting financial metrics
Our AI detects revenue, net income, operating income, total assets, total liabilities, equity, current assets, current liabilities, inventory, receivables, and more—using natural language understanding tailored to accounting standards.
3. AI calculates all ratio categories
Profitability (ROE, ROA, gross margin, net margin), liquidity (current, quick), leverage (debt-to-equity, debt-to-assets), efficiency (asset turnover, inventory turnover), growth (revenue growth, earnings growth), and coverage (interest coverage, EBITDA coverage).
4. Review, verify, and export
Each ratio shows its supporting source figures with clickable links to the original document. Export as JSON, CSV, or Excel for integration with your analysis workflow.
Built for accuracy, auditability, and speed in financial analysis
Extract from complex financial statements
Handles varying formats—10-K, 10-Q, annual reports, and multi-page PDFs. AI reliably extracts the necessary line items even from inconsistent presentation and accounting terminology.
Source verification at the ratio level
Each ratio includes the underlying source values and their origin in the document. Disagree with a ratio? See exactly which numbers were used and where they came from.
Interactive highlighting in source document
Click any ratio or supporting metric and instantly jump to the corresponding line item in your financial statement—perfect for audits, valuation, and due diligence.
Human-in-the-loop refinement
AI suggests ratios and source metrics, but you remain in control. Edit, add, or remove line items, adjust calculations, or correct misinterpreted data with ease.
AI Ratio Analyzer vs Manual Ratio Calculation
Manual Calculation
- • Hours of reading and extracting numbers
- • Prone to data entry and calculation errors
- • No traceability to source
- • Inconsistent formula application
Gentables AI Ratio Analyzer
- ✓ Ratios calculated in minutes
- ✓ Accurate and consistent formulas
- ✓ Source-grounded verification
- ✓ Standardized JSON ready for systems
Who benefits from AI-extracted financial ratios?
Equity Research Analysts
• Accelerate company valuation and peer comparison
• Ensure consistency across coverage
• Reduce manual data extraction time
Credit Analysts & Lenders
• Evaluate liquidity and leverage risk
• Validate coverage ratios for debt covenants
• Speed up credit memo preparation
Investment Managers & Portfolio Analysts
• Screen investments based on ratio thresholds
• Track ratio trends over periods
• Backtest strategies with reliable data
Frequently Asked Questions about AI Financial Ratio Analyzer
Stop manual ratio calculations. Analyze with confidence.
