Improved LLM Agents for Financial Document Question Answering
On the map: LLM agents and tool use → Financial trading and forecasting agents
Abstract (arXiv)
Large language models (LLMs) have shown impressive capabilities on numerous natural language processing tasks. However, LLMs still struggle with numerical question answering for financial documents that include tabular and textual data. Recent works have showed the effectiveness of critic agents (i.e., self-correction) for this task given oracle labels. Building upon this framework, this paper examines the effectiveness of the traditional critic agent when oracle labels are not available, and show, through experiments, that this critic agent's performance deteriorates in this scenario. With this in mind, we present an improved critic agent, along with the calculator agent which outperforms the previous state-of-the-art approach (program-of-thought) and is safer. Furthermore, we investigate how our agents interact with each other, and how this interaction affects their performance.
Key facts. Cited by 5 papers in the map (data through 14 Oct 2026). Placed in Financial trading and forecasting agents, one of 16 directions in LLM agents and tool use. Builds on 13 of its 25 references that are in the map. First posted on arXiv 10 Jun 2025.
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13 of 25 references.
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Other references · 12
- 2022Program of Thoughts Prompting: Disentangling Computation from Reasoning for Numerical Reasoning Taskscited by 1,076
- 2023Large Language Models Cannot Self-Correct Reasoning Yetcited by 1,017
- 2021FinQA: A Dataset of Numerical Reasoning over Financial Datacited by 562
- 2021TAT-QA: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Financecited by 408
- 2024Chain-of-Table: Evolving Tables in the Reasoning Chain for Table Understandingcited by 188
- 2024Number Cookbook: Number Understanding of Language Models and How to Improve Itcited by 42
- 2024H-STAR: LLM-driven Hybrid SQL-Text Adaptive Reasoning on Tablescited by 21
- 2024Tree-of-Table: Unleashing the Power of LLMs for Enhanced Large-Scale Table Understandingcited by 20
- 2024TAT-LLM: A Specialized Language Model for Discrete Reasoning over Tabular and Textual Datacited by 19
- 2023API-Assisted Code Generation for Question Answering on Varied Table Structurescited by 14
- 2024SynTQA: Synergistic Table-based Question Answering via Mixture of Text-to-SQL and E2E TQAcited by 9
- 2024LLM Reasoning Engine: Specialized Training for Enhanced Mathematical Reasoningcited by 2
Built on by
Citing papers per year: 2025: 2; 2026: 3.
5 papers.
- 2025Does Using Counterfactual Help LLMs Explain Textual Importance in Classification?cited by 0
- 2025Reasoning With a Star: A Heliophysics Dataset and Benchmark for Agentic Scientific Reasoningcited by 0
- 2026Improved Evidence Extraction and Metrics for Document Inconsistency Detection with LLMscited by 0
- 2026MoCA-Agent: A Market-of-Claims Code Agent for Financial and Numerical Reasoningcited by 0
- 2026Same-Number Citation Swaps: Stress-Testing Jev as a Financial Evidence Judgecited by 0
- 2026Same-Number Citation Swaps: Stress-Testing Jev as a Financial Evidence Judge6 Oct 2026
- 2026MoCA-Agent: A Market-of-Claims Code Agent for Financial and Numerical Reasoning10 Jun 2026
- 2026Improved Evidence Extraction and Metrics for Document Inconsistency Detection with LLMs6 Jan 2026
- 2025Reasoning With a Star: A Heliophysics Dataset and Benchmark for Agentic Scientific Reasoning23 Nov 2025
- 2025Does Using Counterfactual Help LLMs Explain Textual Importance in Classification?5 Oct 2025
Similar, not cited
Close in wording, no citation either way
- 2026CIFQA: A Deterministic Tool-Grounded Multi-Agent LLM Framework for Financial Query Answering
- 2026Agentic Retrieval-Augmented Generation for Financial Document Question Answering
- 2025What Factors Affect LLMs and RLLMs in Financial Question Answering?
- 2024Evaluating LLMs' Mathematical Reasoning in Financial Document Question Answering
- 2023FinMem: A Performance-Enhanced LLM Trading Agent with Layered Memory and Character Design
- 2025A Survey of Large Language Model Agents for Question Answering
- 2025A Role-Aware Multi-Agent Framework for Financial Education Question Answering with LLMs
- 2024Equipping Language Models with Tool Use Capability for Tabular Data Analysis in Finance