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Document Understanding User Guide

Last updated Feb 9, 2026

Financial Statements - ML package

Overview

A Form 10-K is an annual report required by the U.S. Securities and Exchange Commission, that gives a comprehensive summary of a company's financial performance.

This model is trained to extract the table of contents in depth of Income, Balance Sheet and Cash Flow data.

Particularities

The model automatically detects data such as:

  • Income/ Balance Sheet/ Cash Flow: Category, Subcategory, Year 1, Year 2, Year 3.

Samples

You can download the a sample filled-in form from here.

You can also preview the sample of a filled-in form:



  • Overview
  • Particularities
  • Samples

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