Numerical Reasoning for Financial Reports

Financial reports offer critical insights into a company's operations, yet their extensive length--typically spanning 30-40 pages--poses challenges for swift decision-making in dynamic markets. To address this, we leveraged fine-tuned Large Language Models (LLMs) to distill key indicators and operational metrics from these reports basis questions from the user. We achieved results comparable to baseline on the final numerical answer, a competitive accuracy in numerical reasoning and calculation. Analyzing financial reports serves as a powerful tool for various stakeholders to gain crucial insights into a company's performance and health Gupta et al. (2021). Investors rely on these reports to assess the company's profitability, growth potential, and risk levels, aiding their investment decisions. For management, these reports offer a window into operational efficiency, helping in strategic planning and identifying areas for improvement. Creditors and lenders use this data to gauge a company's ability to meet financial obligations and assess lending risks.