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A-04 Finance Data Clerk
Excel statements in every shape become standard, verifiable, database-ready data
Portfolio companies submit statements in all kinds of formats. The AI employee recognizes them, maps them to the firm's standard chart, and runs cross-checks.
- Position
- Smart Standardization of the Three Financial Statements
- Industry
- Investment · Post-investment management
- Deployment
- Embedded
Performance
- Balance sheet, income statement and cash flow recognized automatically
- 3 statements
- Standard Excel + structured JSON
- Dual output
- Source files, results and issue records are traceable
- Full trail
This job, before and now
Before: done by people
- Every company has different headers, sheets, accounts and layouts
- Finance staff copy and paste, adjust definitions and fill in internal templates again and again
- Cross-checking the three statements and spotting missing items depend on personal experience
Now: AI employee
- Recognizes the three statement types (BS / IS / CF) and their key fields
- Turns the company's standard template into a schema the AI can understand
- Runs basic validation, cross-statement checks and difference alerts
- Outputs standard Excel, JSON and a traceable validation record
Workflow
- 1
Upload Excel
Bulk upload of the original statements
- 2
Recognize statements
Statement type and key fields
- 3
Map definitions
Align with the firm's standard accounts
- 4
Validate and store
Cross-checks and result export
Manual transfer becomes system recognition, and manual checking becomes rule-based validation, with results that are traceable and reusable.
On the job
Real system screenshots. Click to view full size.
Hire an AI employee for your team.
Tell us which task is the most repetitive. WeChat youmin0 · Email market@wangshuiju.com