We’re seeing a sharp increase in deal flow, and financial spreading has become a throughput bottleneck. Even with standardized templates, analysts are spending hours on:
We’ve begun testing platforms built to automate statement normalization and ratio analysis, including specialized financial statement spreading automation tools that aim to reduce turnaround time without compromising accuracy. The promise is faster ingestion of statements and more consistent normalization across analysts and portfolios.
Questions for teams that have scaled spreading:
- Cleaning inconsistent financial statements
- Mapping line items across different reporting styles
- Double-checking calculations to avoid downstream credit errors
- Rebuilding spreads when revised statements arrive late in the process
We’ve begun testing platforms built to automate statement normalization and ratio analysis, including specialized financial statement spreading automation tools that aim to reduce turnaround time without compromising accuracy. The promise is faster ingestion of statements and more consistent normalization across analysts and portfolios.
Questions for teams that have scaled spreading:
- How do you balance speed with analyst control?
- Did automation change how junior analysts are trained?
- What edge cases still require heavy manual intervention?