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extract-balance-sheet-data

Extract structured fields from balance sheet documents.

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iterationlayer/skills

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SKILL.md (original)

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Extract Balance Sheet Data

Finance teams use this recipe to extract Balance Sheet line items and totals into structured JSON for reporting, analysis, and reconciliation workflows.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "balance-sheet.pdf",
      "url": "https://example.com/documents/balance-sheet-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Company, organization, or fund name"
      },
      {
        "name": "statement_type",
        "type": "TEXT",
        "description": "Type of financial statement"
      },
      {
        "name": "period_start_date",
        "type": "DATE",
        "description": "Reporting period start date"
      },
      {
        "name": "period_end_date",
        "type": "DATE",
        "description": "Reporting period end date"
      },
      {
        "name": "line_items",
        "type": "ARRAY",
        "description": "Financial statement line items",
        "fields": [
          {
            "name": "name",
            "type": "TEXT",
            "description": "Line item name"
          },
          {
            "name": "current_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Current period amount"
          },
          {
            "name": "prior_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Prior period or comparative amount"
          }
        ]
      },
      {
        "name": "total_assets_or_revenue",
        "type": "CURRENCY_AMOUNT",
        "description": "Total assets, revenue, income, or budgeted amount"
      },
      {
        "name": "total_liabilities_or_expenses",
        "type": "CURRENCY_AMOUNT",
        "description": "Total liabilities, expenses, or cost amount"
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "balance-sheet.pdf",
      "url": "https://example.com/documents/balance-sheet-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Company, organization, or fund name"
      },
      {
        "name": "statement_type",
        "type": "TEXT",
        "description": "Type of financial statement"
      },
      {
        "name": "period_start_date",
        "type": "DATE",
        "description": "Reporting period start date"
      },
      {
        "name": "period_end_date",
        "type": "DATE",
        "description": "Reporting period end date"
      },
      {
        "name": "line_items",
        "type": "ARRAY",
        "description": "Financial statement line items",
        "fields": [
          {
            "name": "name",
            "type": "TEXT",
            "description": "Line item name"
          },
          {
            "name": "current_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Current period amount"
          },
          {
            "name": "prior_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Prior period or comparative amount"
          }
        ]
      },
      {
        "name": "total_assets_or_revenue",
        "type": "CURRENCY_AMOUNT",
        "description": "Total assets, revenue, income, or budgeted amount"
      },
      {
        "name": "total_liabilities_or_expenses",
        "type": "CURRENCY_AMOUNT",
        "description": "Total liabilities, expenses, or cost amount"
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "balance-sheet.pdf",
      "url": "https://example.com/documents/balance-sheet-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Company, organization, or fund name"
      },
      {
        "name": "statement_type",
        "type": "TEXT",
        "description": "Type of financial statement"
      },
      {
        "name": "period_start_date",
        "type": "DATE",
        "description": "Reporting period start date"
      },
      {
        "name": "period_end_date",
        "type": "DATE",
        "description": "Reporting period end date"
      },
      {
        "name": "line_items",
        "type": "ARRAY",
        "description": "Financial statement line items",
        "fields": [
          {
            "name": "name",
            "type": "TEXT",
            "description": "Line item name"
          },
          {
            "name": "current_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Current period amount"
          },
          {
            "name": "prior_period_amount",
            "type": "CURRENCY_AMOUNT",
            "description": "Prior period or comparative amount"
          }
        ]
      },
      {
        "name": "total_assets_or_revenue",
        "type": "CURRENCY_AMOUNT",
        "description": "Total assets, revenue, income, or budgeted amount"
      },
      {
        "name": "total_liabilities_or_expenses",
        "type": "CURRENCY_AMOUNT",
        "description": "Total liabilities, expenses, or cost amount"
      },
      {
        "name": "currency",
        "type": "CURRENCY_CODE",
        "description": "Currency code"
      }
    ]
  }
})

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "balance-sheet.pdf",
				Url: "https://example.com/documents/balance-sheet-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "entity_name",
					Type: "TEXT",
					Description: "Company, organization, or fund name",
				},
				il.TextFieldConfig{
					Name: "statement_type",
					Type: "TEXT",
					Description: "Type of financial statement",
				},
				il.DateFieldConfig{
					Name: "period_start_date",
					Type: "DATE",
					Description: "Reporting period start date",
				},
				il.DateFieldConfig{
					Name: "period_end_date",
					Type: "DATE",
					Description: "Reporting period end date",
				},
				il.ArrayFieldConfig{
					Name: "line_items",
					Type: "ARRAY",
					Description: "Financial statement line items",
					Fields: []any{
						il.TextFieldConfig{
							Name: "name",
							Type: "TEXT",
							Description: "Line item name",
						},
						il.CurrencyAmountFieldConfig{
							Name: "current_period_amount",
							Type: "CURRENCY_AMOUNT",
							Description: "Current period amount",
						},
						il.CurrencyAmountFieldConfig{
							Name: "prior_period_amount",
							Type: "CURRENCY_AMOUNT",
							Description: "Prior period or comparative amount",
						},
					},
				},
				il.CurrencyAmountFieldConfig{
					Name: "total_assets_or_revenue",
					Type: "CURRENCY_AMOUNT",
					Description: "Total assets, revenue, income, or budgeted amount",
				},
				il.CurrencyAmountFieldConfig{
					Name: "total_liabilities_or_expenses",
					Type: "CURRENCY_AMOUNT",
					Description: "Total liabilities, expenses, or cost amount",
				},
				il.CurrencyCodeFieldConfig{
					Name: "currency",
					Type: "CURRENCY_CODE",
					Description: "Currency code",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract Balance Sheet Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract Balance Sheet Data\n\nFinance teams use this recipe to extract Balance Sheet line items and totals into structured JSON for reporting, analysis, and reconciliation workflows.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-balance-sheet-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-balance-sheet-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"entity_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Company, organization, or fund name\"\n    },\n    {\n      \"name\": \"statement_type\",\n      \"type\": \"TEXT\",\n      \"description\": \"Type of financial statement\"\n    },\n    {\n      \"name\": \"period_start_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Reporting period start date\"\n    },\n    {\n      \"name\": \"period_end_date\",\n      \"type\": \"DATE\",\n      \"description\": \"Reporting period end date\"\n    },\n    {\n      \"name\": \"line_items\",\n      \"type\": \"ARRAY\",\n      \"description\": \"Financial statement line items\",\n      \"fields\": [\n        {\n          \"name\": \"name\",\n          \"type\": \"TEXT\",\n          \"description\": \"Line item name\"\n        },\n        {\n          \"name\": \"current_period_amount\",\n          \"type\": \"CURRENCY_AMOUNT\",\n          \"description\": \"Current period amount\"\n        },\n        {\n          \"name\": \"prior_period_amount\",\n          \"type\": \"CURRENCY_AMOUNT\",\n          \"description\": \"Prior period or comparative amount\"\n        }\n      ]\n    },\n    {\n      \"name\": \"total_assets_or_revenue\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Total assets, revenue, income, or budgeted amount\"\n    },\n    {\n      \"name\": \"total_liabilities_or_expenses\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Total liabilities, expenses, or cost amount\"\n    },\n    {\n      \"name\": \"currency\",\n      \"type\": \"CURRENCY_CODE\",\n      \"description\": \"Currency code\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "balance-sheet.pdf",
              "fileUrl": "https://example.com/documents/balance-sheet-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-balance-sheet-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract balance sheet data from the file at [file URL]. Use the extract_document tool with these fields:

- entity_name (TEXT): Company, organization, or fund name
- statement_type (TEXT): Type of financial statement
- period_start_date (DATE): Reporting period start date
- period_end_date (DATE): Reporting period end date
- line_items (ARRAY): Each with name (TEXT), current_period_amount (CURRENCY_AMOUNT), prior_period_amount (CURRENCY_AMOUNT)
- total_assets_or_revenue (CURRENCY_AMOUNT): Total assets, revenue, income, or budgeted amount
- total_liabilities_or_expenses (CURRENCY_AMOUNT): Total liabilities, expenses, or cost amount
- currency (CURRENCY_CODE): Currency code

Response

{
  "success": true,
  "data": {
    "entity_name": {
      "value": "Entity Name",
      "confidence": 0.97,
      "citations": [
        "ENTITY NAME"
      ]
    },
    "statement_type": {
      "value": "Statement Type",
      "confidence": 0.97,
      "citations": [
        "STATEMENT TYPE"
      ]
    },
    "period_start_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "period_end_date": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "line_items": {
      "value": [
        {
          "name": {
            "value": "Name",
            "confidence": 0.96,
            "citations": [
              "NAME"
            ]
          },
          "current_period_amount": {
            "value": {
              "amount": "1234.56",
              "currency": "EUR"
            },
            "confidence": 0.96,
            "citations": [
              "EUR 1,234.56"
            ]
          },
          "prior_period_amount": {
            "value": {
              "amount": "1234.56",
              "currency": "EUR"
            },
            "confidence": 0.96,
            "citations": [
              "EUR 1,234.56"
            ]
          }
        }
      ],
      "confidence": 0.97,
      "citations": [
        "LINE ITEMS"
      ]
    },
    "total_assets_or_revenue": {
      "value": {
        "amount": "1234.56",
        "currency": "EUR"
      },
      "confidence": 0.97,
      "citations": [
        "EUR 1,234.56"
      ]
    },
    "total_liabilities_or_expenses": {
      "value": {
        "amount": "1234.56",
        "currency": "EUR"
      },
      "confidence": 0.97,
      "citations": [
        "EUR 1,234.56"
      ]
    },
    "currency": {
      "value": "EUR",
      "confidence": 0.97,
      "citations": [
        "CURRENCY"
      ]
    }
  }
}

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Install

Install with a command

npx skills add https://github.com/iterationlayer/skills --skill extract-balance-sheet-data

Paste it into your terminal and run it (requires Node.js). You can choose which agents to install it for, such as Claude Code or Codex.

Ask your agent

Please install the following Agent Skill.
https://github.com/iterationlayer/skills/tree/main/skills/extract-balance-sheet-data

First review SKILL.md and the bundled files and confirm there is nothing suspicious (such as sending data externally or reading credentials). Then place it in ~/.claude/skills/extract-balance-sheet-data/ for Claude Code, or ~/.agents/skills/extract-balance-sheet-data/ for Codex.

Send this text to Claude Code or Codex as is. It checks the contents before installing.

View source on GitHub

Repository: iterationlayer/skills
Stars: 4
Forks: 0
Category: Data & AI
License: MIT
Original language: English
Last updated: Jun 9, 2026

A skill is a set of instructions and scripts for an agent. cccskills does not guarantee that skills are safe. Review the contents before you install.

Files included (1)

SKILL.md (original)

Extract Balance Sheet Data

APIs Used

Prerequisites

Implementation

Response

Links

Reviews

Comments

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