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extract-balance-sheet-data

Extract structured fields from balance sheet documents.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

iterationlayer/skills
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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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