FinStat Extractor — Internal Research Portal

Option A: Financial Statement Extraction Tool

Upload a financial statement PDF → get a structured, analyst-ready Excel workbook with all Income Statement line items extracted, validated, and color-coded.

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⚡ Deploy in 15 Minutes

1. Deploy Backend to Render

1. Push this repo to GitHub
2. Go to render.com → New → Web Service
3. Connect your GitHub repo
4. Set Root Directory to backend
5. Set Build Command: pip install -r requirements.txt
6. Set Start Command: uvicorn main:app --host 0.0.0.0 --port $PORT
7. Add Environment Variable:
   • Key: ANTHROPIC_API_KEY
   • Value: sk-ant-... (your Anthropic key)
8. Deploy → copy the URL (e.g., https://finstat-backend.onrender.com)

2. Deploy Frontend to Vercel

1. Go to vercel.com → New Project
2. Import the same GitHub repo
3. Set Root Directory to frontend
4. Add Environment Variable:
   • Key: VITE_API_URL
   • Value: https://finstat-backend.onrender.com (your Render URL from step 1)
5. Deploy → you'll get a public URL

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Architecture

User Browser (Vercel)
       │  PDF upload
       ▼
FastAPI Backend (Render)
  ├── pdfplumber  → extract text + tables from PDF
  ├── Section detector → find income statement pages
  ├── Claude claude-sonnet-4-6 → extract line items as structured JSON
  ├── Rule engine → arithmetic cross-checks
  └── openpyxl   → generate formatted Excel workbook
       │
       ▼  
  .xlsx file download

Stack

Layer	Technology
Frontend	React + Vite + Tailwind (Vercel)
Backend	FastAPI + Python 3.11 (Render)
PDF Parsing	pdfplumber
LLM	Anthropic claude-sonnet-4-6
Output	openpyxl

Output Excel Workbook

• Income Statement tab — 20 canonical line items × N years, color-coded by confidence, with source labels and page references
• Extraction Metadata tab — full audit trail
• How to Read This tab — legend and guide

Free Tier Limitations

• Cold start: First request ~15–30s after idle
• Max PDF: ~10MB recommended (20MB hard limit)
• 1 concurrent request
• Results not persisted — download immediately

Local Development

# Backend
cd backend
pip install -r requirements.txt
ANTHROPIC_API_KEY=sk-ant-... uvicorn main:app --reload

# Frontend (separate terminal)
cd frontend
npm install
VITE_API_URL=http://localhost:8000 npm run dev