{"uid":"cap_ok_JYTqoeuSPkyacfCdy1","slug":"dealdocs-financials-extractor-c3e58773","name":"DealDocs Financials Extractor","description":"First-pass review of deal documents and financial statements by an AI model with an investment-banking and M&A-lawyer checklist. /redflags: term sheet, SAFE, convertible, shareholders' agreement, LOI, SPA, NDA -> parties, key terms, red flags graded high/medium/low with clause, verbatim quote, market standard (NVCA, BVCA, usual M&A practice) and a concrete fix, missing protections, questions to ask, from the side you choose. /financials: statements in IFRS, US GAAP, French PCG, Moroccan CGNC and others -> normalised JSON per period, plus ratios (margins, leverage, coverage, liquidity, working-capital days, cash conversion) and consistency checks computed in code. Input: text, a URL or a base64 PDF; any language. Documents are never stored.","url":"https://dealdocs.genexxis.com/financials?utm_source=zero.xyz","method":"POST","headers":{},"bodySchema":{"type":"object","properties":{"url":{"type":"string","description":"https link to the document (PDF, HTML or plain text)"},"text":{"type":"string","description":"Document text (min 200 characters). Send exactly one of text, url, pdf_base64."},"docType":{"type":"string","description":"Optional hint: auto, term_sheet, safe_or_convertible, shareholders_agreement, loi_or_offer, spa_or_apa, nda"},"language":{"type":"string","description":"Optional output language: auto, en, fr, es, de, it, pt, nl, ar; default auto (language of the document)"},"pdf_base64":{"type":"string","description":"The PDF file, base64-encoded"},"perspective":{"type":"string","description":"Optional, red flags only: whose side to review for (neutral, investor, founder, company, buyer, seller, lender, borrower, minority_shareholder, majority_shareholder); default neutral"}}},"responseSchema":{"type":"json","example":{"tier":"std","model":"claude-sonnet-5-5","result":{"analysis":{"flags":[],"checks":[{"ok":true,"check":"assets = liabilities + equity","period":"FY2024"}],"ratios":[{"cash":{"free_cash_flow":10800,"cash_conversion":0.8},"period":"FY2024","leverage":{"interest_cover":7.4,"net_debt_to_ebitda":1.2},"profitability":{"net_margin":0.0646,"ebitda_margin":0.162}}]},"statements":{"unit":"thousands","entity":"Example SA","periods":[{"label":"FY2024","months":12,"cash_flow":{"capex":5400,"operating_cash_flow":16200},"balance_sheet":{"equity":41000,"total_assets":98000,"long_term_debt":30000},"income_statement":{"revenue":125400,"net_income":8100,"operating_income":14800}}],"currency":"EUR","extraction_warnings":[]}},"status":"done","service":"dealdocs","analysis":"financials","disclaimer":"Automated first-pass analysis by an AI model. Not legal, accounting, tax or investment advice; may contain errors. Have a qualified professional review before relying on it."}},"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.99","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.99/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.99","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.99","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_4JLoDYd3605MO6Z5wBH-i","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.99","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Extracts and normalises financial statements (income statement, balance sheet, cash flow) from PDF/HTML documents into structured JSON, with computed ratios, balance checks, and graded flags.","exampleAgentPrompt":"Can you extract and normalise the financial statements from this annual report PDF — I need the income statement, balance sheet, and cash flow in JSON, plus key ratios like net margin, ROE, net debt/EBITDA, and interest cover? Here's the URL: https://example.com/annual-report-2024.pdf","exampleUseCases":[{"title":"Due diligence on acquisition target","prompt":"I'm reviewing a potential acquisition and need the full financial picture — can you extract the income statement, balance sheet, and cash flow from this audited PDF, compute ratios like net debt/EBITDA, interest cover, and free cash flow, and flag any accounting red flags? The document is at https://example.com/target-financials-2024.pdf"},{"title":"Investor screening for fund portfolio","prompt":"We're screening a portfolio company before our investment committee meeting — please parse the IFRS financials from this annual report and give me normalised JSON with revenue, EBITDA margin, net margin, ROE, and working capital metrics like DSO and DPO. Here's the base64 PDF."},{"title":"Lender covenant monitoring","prompt":"I need to check whether this borrower is still within their debt covenants — can you extract the latest balance sheet and income statement from their PDF accounts and compute net debt/EBITDA and interest cover so I can compare against the 3.5x and 4x thresholds?"}],"resultDescription":"A JSON object containing normalised financial statements (income statement, balance sheet, cash flow) per reporting period with amounts in the document's currency and unit; computed ratios including profitability margins, ROE, leverage metrics, working capital days, and free cash flow; balance sheet integrity checks with pass/fail flags; graded red flags; extraction warnings; and audit notes. For long jobs, a poll URL is returned instead of the result immediately. Documents are not retained after processing.","failureModes":["Document exceeds 25 pages / 2.5 MB / 100k character limit — use /financials/pro instead","Invalid or inaccessible URL returns an error","PDF is image-only/scanned with no extractable text — extraction warnings returned or failure","Document is not a financial statement — model may return empty or partial statements","Ambiguous accounting standard leads to incorrect normalisation — use docType hint to guide","Network timeout on large documents — async poll URL may be returned","Payment of $0.99 USDC not completed — 402 response blocking access"],"whenToPreferThis":"Choose this endpoint when you need structured, machine-readable financial data extracted from a PDF or HTML document (annual reports, audited accounts) under 25 pages, and want computed financial ratios and balance checks included in a single call. Prefer the /financials/pro sibling endpoint for larger or more complex documents. This endpoint is ideal for due diligence automation, lender covenant monitoring, or investor screening workflows where you need IFRS, US GAAP, PCG, or CGNC financials normalised into JSON without storing the source document.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-31T18:30:49.541Z","isFirstParty":false,"canonicalSlug":"dealdocs-financials-extractor-c3e58773"}