Demo lane · Finance

Earnings-call answers with citations.

A turnkey PDF-to-Q&A workflow for finance teams: ingest quarterly transcripts, then ask about revenue guidance, risk factors, and capital allocation. Answers come back with per-chunk citations and similarity scores.

Use case

FP&A and investor-relations teams mining earnings transcripts for guidance deltas without an analyst reading every page — with question-level traceability for reviewers.

Knowledge source

Quarterly earnings and transcript PDFs in examples/pdf_finance_assistant/pdfs/ (any folder path can be passed to the ingest command).

Curated question set

Questions this lane ships with

Defined in ask.ts — they run when finance:ask is called with no arguments. Any one-off question can be passed on the command line.

Summarize revenue guidance vs. last quarter.
Highlight the top 3 risk factors the CFO flagged.
What capital allocation commitments were made?

Sample run

Captured transcript

No captured run is published for this lane yet. This slot only ever shows verbatim output from a real run — nothing on this page is synthetic. Use the commands in the “Run it locally” section below with credentials and a corpus in place.

Privacy & logging

What gets recorded

Questions are processed in memory; telemetry records the HMAC-SHA256 hash and length of a query, never its raw text.
Citations use file:// URLs pointing at the source PDF and chunk index.
Per-run metrics (latency, token usage, cost) are logged without query text via the RagMetrics tracker.

Run it locally

# drop PDFs into examples/pdf_finance_assistant/pdfs/
npm run finance:ingest
npm run finance:ask
npm run finance:ask -- "Where are we seeing margin compression?"

Source: examples/pdf_finance_assistant/ingest.ts · examples/pdf_finance_assistant/ask.ts