Trace a figure in a financial report to its source location

What this is for

Read a figure out of a financial report and keep the page and region it came from, so the number can be checked against the document rather than believed.

Before you start

Sources: PDF, DOCX, XLSX, PPTX, ODT, ODS, ODP, JPG, PNG, TIF or GIF. Every one of them is sanitized to PDF and read by OCR before anything else happens.

Tables and formulas are not extracted as tables: a figure arrives as the paragraph it was printed in, with the page and the box it sat in, so a number is readable and the grid that arranged it is not. Heading levels, sections and columns are not recovered as typed structure; what the compiler receives is a paragraph and where it sat. TAVONEL processes sources up to 5 MB and 80 pages.

A compile produces a candidate, and a candidate becomes an active World only when a person activates it in the workspace. That step needs a paid plan: the Developer plan, if you are the workspace owner, or the Team plan, which is sold through a conversation today rather than self-serve checkout. A free evaluation can upload, compile, review and export; its activation request is refused, so decide the plan before you plan the run.

Read the limit above twice before you plan this one: a financial report is mostly tables, and tables are the part TAVONEL does not read as tables. Expect to check every figure at its source location, and expect a person to do it.

What a free evaluation includes, and what a page costs, are on the pricing page. This page does not restate either, so it cannot disagree with them.

Running it in code

Asking the active World a question and reading back which regions supported the answer is the Ask contract, including what it does when nothing matched.

The exact contract: Ask in the documentation.

Where this stops

A figure that only exists as a cell in a rendered table can arrive attached to the paragraph beside it, and a footnote that qualifies it is a separate region that nothing links to it automatically. This workflow does not produce an audited number and is not used as one.

The reading limits under "Before you start" apply to this recipe too.

Next action

If your reports are mostly tables, the honest next step is a conversation about whether TAVONEL reads them well enough for your work, not a trial upload. The read-only sample shows what the evidence view looks like on documents we can publish.

Run and revision information

Every section above describes what the product does today, and the revision of this guide is printed at the foot of the page. A verified run date appears there only once a person has recorded a run, never on an edit to this page.

What a recorded run will add

The actual input — The document set the run used, published from a corpus cleared for redistribution.

Following it on screen — A capture of the workspace screens as the run passed through them, recorded rather than staged.

What the run produced — The files, tables and drafts the run produced, as it produced them.

Checking it against the source — The source location behind each value, opened at the page and the region it came from.

Using the result outside TAVONEL — The result an external consumer read back from the same World, verified on its own run.

Measured effect — Quality, time, cost and human effort, from a same-condition measurement of that run.