How do I extract financial statement data from insolvency documents?

Direct answer

Financial statement extraction in insolvency workflows should capture the values the case team needs, not merely copy every visible line from the PDF.

Typical targets include income, expenses, assets, liabilities, affordability calculations, creditor balances, payment proposals, dates, and notes that affect the case.

What the workflow should include

Separate summary fields from repeatable rows, and validate that extracted totals, balances, and payment values make sense before export.

Because insolvency documents may combine tables and narrative explanations, the workflow should support both table extraction and paragraph-level field extraction.

How Lido helps

Lido helps teams define financial statement fields, extract them from mixed-format documents, review values, and export clean records to spreadsheets or case workflows.

That helps reduce manual keying while keeping financial values reviewable.

Example workflow

1. Define required financial statement fields and repeatable rows.
2. Extract data from tables, summaries, and narrative sections.
3. Validate totals, amounts, and required fields.
4. Review exceptions before exporting to the case workflow.