Extract structured fields from balance sheet documents.
Scanned 9/10/2026
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---
name: extract-balance-sheet-data
description: Extract structured fields from balance sheet documents.
---
# Extract Balance Sheet Data
Finance teams use this recipe to extract Balance Sheet line items and totals into structured JSON for reporting, analysis, and reconciliation workflows.
## APIs Used
Document Extraction (1 credit per page)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "balance-sheet.pdf",
"url": "https://example.com/documents/balance-sheet-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "entity_name",
"type": "TEXT",
"description": "Company, organization, or fund name"
},
{
"name": "statement_type",
"type": "TEXT",
"description": "Type of financial statement"
},
{
"name": "period_start_date",
"type": "DATE",
"description": "Reporting period start date"
},
{
"name": "period_end_date",
"type": "DATE",
"description": "Reporting period end date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Financial statement line items",
"fields": [
{
"name": "name",
"type": "TEXT",
"description": "Line item name"
},
{
"name": "current_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Current period amount"
},
{
"name": "prior_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Prior period or comparative amount"
}
]
},
{
"name": "total_assets_or_revenue",
"type": "CURRENCY_AMOUNT",
"description": "Total assets, revenue, income, or budgeted amount"
},
{
"name": "total_liabilities_or_expenses",
"type": "CURRENCY_AMOUNT",
"description": "Total liabilities, expenses, or cost amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "balance-sheet.pdf",
"url": "https://example.com/documents/balance-sheet-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "entity_name",
"type": "TEXT",
"description": "Company, organization, or fund name"
},
{
"name": "statement_type",
"type": "TEXT",
"description": "Type of financial statement"
},
{
"name": "period_start_date",
"type": "DATE",
"description": "Reporting period start date"
},
{
"name": "period_end_date",
"type": "DATE",
"description": "Reporting period end date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Financial statement line items",
"fields": [
{
"name": "name",
"type": "TEXT",
"description": "Line item name"
},
{
"name": "current_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Current period amount"
},
{
"name": "prior_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Prior period or comparative amount"
}
]
},
{
"name": "total_assets_or_revenue",
"type": "CURRENCY_AMOUNT",
"description": "Total assets, revenue, income, or budgeted amount"
},
{
"name": "total_liabilities_or_expenses",
"type": "CURRENCY_AMOUNT",
"description": "Total liabilities, expenses, or cost amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "balance-sheet.pdf",
"url": "https://example.com/documents/balance-sheet-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "entity_name",
"type": "TEXT",
"description": "Company, organization, or fund name"
},
{
"name": "statement_type",
"type": "TEXT",
"description": "Type of financial statement"
},
{
"name": "period_start_date",
"type": "DATE",
"description": "Reporting period start date"
},
{
"name": "period_end_date",
"type": "DATE",
"description": "Reporting period end date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Financial statement line items",
"fields": [
{
"name": "name",
"type": "TEXT",
"description": "Line item name"
},
{
"name": "current_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Current period amount"
},
{
"name": "prior_period_amount",
"type": "CURRENCY_AMOUNT",
"description": "Prior period or comparative amount"
}
]
},
{
"name": "total_assets_or_revenue",
"type": "CURRENCY_AMOUNT",
"description": "Total assets, revenue, income, or budgeted amount"
},
{
"name": "total_liabilities_or_expenses",
"type": "CURRENCY_AMOUNT",
"description": "Total liabilities, expenses, or cost amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
})
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "balance-sheet.pdf",
Url: "https://example.com/documents/balance-sheet-sample.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "entity_name",
Type: "TEXT",
Description: "Company, organization, or fund name",
},
il.TextFieldConfig{
Name: "statement_type",
Type: "TEXT",
Description: "Type of financial statement",
},
il.DateFieldConfig{
Name: "period_start_date",
Type: "DATE",
Description: "Reporting period start date",
},
il.DateFieldConfig{
Name: "period_end_date",
Type: "DATE",
Description: "Reporting period end date",
},
il.ArrayFieldConfig{
Name: "line_items",
Type: "ARRAY",
Description: "Financial statement line items",
Fields: []any{
il.TextFieldConfig{
Name: "name",
Type: "TEXT",
Description: "Line item name",
},
il.CurrencyAmountFieldConfig{
Name: "current_period_amount",
Type: "CURRENCY_AMOUNT",
Description: "Current period amount",
},
il.CurrencyAmountFieldConfig{
Name: "prior_period_amount",
Type: "CURRENCY_AMOUNT",
Description: "Prior period or comparative amount",
},
},
},
il.CurrencyAmountFieldConfig{
Name: "total_assets_or_revenue",
Type: "CURRENCY_AMOUNT",
Description: "Total assets, revenue, income, or budgeted amount",
},
il.CurrencyAmountFieldConfig{
Name: "total_liabilities_or_expenses",
Type: "CURRENCY_AMOUNT",
Description: "Total liabilities, expenses, or cost amount",
},
il.CurrencyCodeFieldConfig{
Name: "currency",
Type: "CURRENCY_CODE",
Description: "Currency code",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract Balance Sheet Data",
"nodes": [
{
"parameters": {
"content": "## Extract Balance Sheet Data\n\nFinance teams use this recipe to extract Balance Sheet line items and totals into structured JSON for reporting, analysis, and reconciliation workflows.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "extract-balance-sheet-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-balance-sheet-data-trigger",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\n \"fields\": [\n {\n \"name\": \"entity_name\",\n \"type\": \"TEXT\",\n \"description\": \"Company, organization, or fund name\"\n },\n {\n \"name\": \"statement_type\",\n \"type\": \"TEXT\",\n \"description\": \"Type of financial statement\"\n },\n {\n \"name\": \"period_start_date\",\n \"type\": \"DATE\",\n \"description\": \"Reporting period start date\"\n },\n {\n \"name\": \"period_end_date\",\n \"type\": \"DATE\",\n \"description\": \"Reporting period end date\"\n },\n {\n \"name\": \"line_items\",\n \"type\": \"ARRAY\",\n \"description\": \"Financial statement line items\",\n \"fields\": [\n {\n \"name\": \"name\",\n \"type\": \"TEXT\",\n \"description\": \"Line item name\"\n },\n {\n \"name\": \"current_period_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Current period amount\"\n },\n {\n \"name\": \"prior_period_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Prior period or comparative amount\"\n }\n ]\n },\n {\n \"name\": \"total_assets_or_revenue\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Total assets, revenue, income, or budgeted amount\"\n },\n {\n \"name\": \"total_liabilities_or_expenses\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Total liabilities, expenses, or cost amount\"\n },\n {\n \"name\": \"currency\",\n \"type\": \"CURRENCY_CODE\",\n \"description\": \"Currency code\"\n }\n ]\n}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "balance-sheet.pdf",
"fileUrl": "https://example.com/documents/balance-sheet-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-balance-sheet-data-extract",
"name": "Extract Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract balance sheet data from the file at [file URL]. Use the extract_document tool with these fields:
- entity_name (TEXT): Company, organization, or fund name
- statement_type (TEXT): Type of financial statement
- period_start_date (DATE): Reporting period start date
- period_end_date (DATE): Reporting period end date
- line_items (ARRAY): Each with name (TEXT), current_period_amount (CURRENCY_AMOUNT), prior_period_amount (CURRENCY_AMOUNT)
- total_assets_or_revenue (CURRENCY_AMOUNT): Total assets, revenue, income, or budgeted amount
- total_liabilities_or_expenses (CURRENCY_AMOUNT): Total liabilities, expenses, or cost amount
- currency (CURRENCY_CODE): Currency code
```
### Response
```json
{
"success": true,
"data": {
"entity_name": {
"value": "Entity Name",
"confidence": 0.97,
"citations": [
"ENTITY NAME"
]
},
"statement_type": {
"value": "Statement Type",
"confidence": 0.97,
"citations": [
"STATEMENT TYPE"
]
},
"period_start_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"period_end_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"line_items": {
"value": [
{
"name": {
"value": "Name",
"confidence": 0.96,
"citations": [
"NAME"
]
},
"current_period_amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
},
"prior_period_amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
}
}
],
"confidence": 0.97,
"citations": [
"LINE ITEMS"
]
},
"total_assets_or_revenue": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"total_liabilities_or_expenses": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"currency": {
"value": "EUR",
"confidence": 0.97,
"citations": [
"CURRENCY"
]
}
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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