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2022
Conference Paper
Title
Towards automating Numerical Consistency Checks in Financial Reports
Abstract
We introduce KPI-Check, a novel system that automatically identifies and cross-checks semantically equivalent key performance indicators (KPIs), e.g. "revenue"or "total costs", in real-world German financial reports. It combines a financial named entity and relation extraction module with a BERT-based filtering and text pair classification component to extract KPIs from unstructured sentences before linking them to synonymous occurrences in the balance sheet and profit & loss statement. The tool achieves a high matching performance of 73.00% micro F1 on a hold out test set and is currently being deployed for a globally operating major auditing firm to assist the auditing procedure of financial statements.
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Conference