Financial Statement Parser Agent

Agent ID: financial-statement-parser-agent

Agent Overview

Parses financial statements into structured data.

Task Description:

Extracts data from financial documents (Balance Sheet, P&L, Cash Flow) from PDFs or spreadsheets into a structured format.

Reusability:

Reusable Component

Agent Type:

Complex AI (Multi-step/Reasoning)

Implementation Notes:

Genkit flow with AI models specialized in understanding financial tables and layouts.

Supporting Teams

Teams responsible for the continuous improvement and monitoring of this agent's efficacy.

AI Core Services

Interaction & Capabilities (A2A)

Information relevant for Agent-to-Agent communication and skill definition.

Identity (Core A2A):

Name: Financial Statement Parser Agent
Unique ID: financial-statement-parser-agent

Primary Function (A2A):

Extracts data from financial documents (Balance Sheet, P&L, Cash Flow) from PDFs or spreadsheets into a structured format.

Defined Agent Skills (A2A Interface):

Skill Orchestration & Execution

The operational logic for this agent, including the invocation and management of its defined skills, is handled by the backend system's orchestration layer. This layer is responsible for the agent's execution sequence, data handling according to its skill schemas, and any necessary interactions with tools or external services. The specific method (e.g., AI model call, deterministic code execution) is detailed in the 'Implementation Notes' within the Agent Overview.

Agent Card JSON (Definition)

The raw JSON representation of this agent's definition, including its skills and evaluation metrics.

{
  "id": "financial-statement-parser-agent",
  "name": "Financial Statement Parser Agent",
  "description": "Parses financial statements into structured data.",
  "isReusable": true,
  "taskDescription": "Extracts data from financial documents (Balance Sheet, P&L, Cash Flow) from PDFs or spreadsheets into a structured format.",
  "icon": {
    "displayName": "FileChartPie"
  },
  "agentType": "ai-complex",
  "implementationNotes": "Genkit flow with AI models specialized in understanding financial tables and layouts.",
  "responsibleTeamIds": [
    "team-ai-core"
  ],
  "skills": [
    {
      "id": "parse-financial-statements",
      "name": "Parse Financial Statements",
      "description": "Extracts and structures data from financial statement documents.",
      "inputSchemaExample": "{\n  \"properties\": {\n    \"statementFileReference\": {\n      \"type\": \"string\"\n    }\n  }\n}",
      "outputSchemaExample": "{\n  \"properties\": {\n    \"structuredFinancials\": {\n      \"type\": \"object\"\n    }\n  }\n}"
    }
  ],
  "inputs": [
    "gds-customer-financial-statements-docs"
  ],
  "outputs": [
    "gds-structured-financial-data"
  ]
}