Extracting data | Finbar Docs

Finbar is designed to make financial data extraction efficient and traceable. When you select a table or datapoint, tools help you copy, compare across time, build time series, and return to the original source.

Table data

Click a table in a document to enable the 'Inspect' tool, which displays a cleaned mini-spreadsheet version of the table. You can copy individual cells, rows, columns, or the whole table into another workflow.

The example below shows Apple's FY2025 full-year income statement from the company's annual report.

Apple FY2025 consolidated income statement rendered in the table inspection view. — The Inspect view renders the selected source table in a spreadsheet-style format.

Finding similar tables across time

Selecting a table also enables the 'Similar tables' and 'Time series' workflows.

These tools help you quickly find equivalent data reported over multiple periods. For example, if you start from a company's income statement, Finbar can search nearby annual and quarterly reports for matching income statement tables before you build a time series.

Click 'Similar tables' to first run a search for similar tables to the current selection, across a predefined period.

Similar income statement tables for Apple annual and quarterly filings from FY2023 to FY2025. — Similar table results group equivalent source tables by reporting period so they can be reviewed before extraction.

Building fundamental time series

Clicking 'Time series' after searching for similar tables allows you to transform this list of tables into a fully compiled time series, which accounts for subtleties like restatements and differing lengths of period.

The initial screen will ask you to select which cells in the table you're interested in pulling equivalent data for. Drag to make a selection.

What matters is which line items you're interested in. For example, if you're interested in seeing a company's cash position over time, you could select the 'Cash and cash equivalents' cell from the balance sheet.

Once it compiles, you should see a time series of your selected line items.

Generated Apple income statement time series showing quarterly and annual reported periods across columns. — Time series views support original-versus-restated analysis.

Tracing data

All fundamental datapoints in Finbar are always traceable back to their original document source. Right-clicking on a cell in a table, time series, or other worksheet will show you the option to open the original source. This will open the original document in a new tab, jumping to the exact spot where that data was reported.