AI tool to convert a data room into a 3 statement excel
Does this exist? What is your workflow for taking 4 years of quarterly PDF financials and getting them into a model? I currently run PDF to excel on individual files and once its humming along it's probably only 5 mins per quarter with all the data cleaning, but getting it started takes a while.
However there has to be a better way. Is there a tool or software that can ingest a syndtrak data room and spit out a quarterly IS/BS/CFS/adj EBITDA bridge?
It seems like a lofty ask but this should be so simple for a model to do. Even if it wont handle restated historicals well.
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