# FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosures

arXiv: https://arxiv.org/abs/2604.05966 · HTML: https://mlsanity.com/paper/2604.05966/

## 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 11 of its 26 references that are in the map.
- First posted on arXiv 7 Apr 2026.

## Placed in

- LLM agents and tool use / [Financial trading and forecasting agents](https://mlsanity.com/agents/financial-trading-and-forecasting-agents/)

## Builds on (most cited first, 11 of 11)

- [BloombergGPT: A Large Language Model for Finance](https://mlsanity.com/paper/2303.17564/) (2023)
- [FinQA: A Dataset of Numerical Reasoning over Financial Data](https://mlsanity.com/paper/2109.00122/) (2021)
- [TAT-QA: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Finance](https://mlsanity.com/paper/2105.07624/) (2021)
- [ConvFinQA: Exploring the Chain of Numerical Reasoning in Conversational Finance Question Answering](https://mlsanity.com/paper/2210.03849/) (2022)
- [FinTextQA: A Dataset for Long-form Financial Question Answering](https://mlsanity.com/paper/2405.09980/) (2024)
- [Fino1: On the Transferability of Reasoning-Enhanced LLMs and Reinforcement Learning to Finance](https://mlsanity.com/paper/2502.08127/) (2025)
- [Large Language Models as Financial Data Annotators: A Study on Effectiveness and Efficiency](https://mlsanity.com/paper/2403.18152/) (2024)
- [When Agents Trade: Live Multi-Market Trading Benchmark for LLM Agents](https://mlsanity.com/paper/2510.11695/) (2025)
- [FinCARDS: Card-Based Analyst Reranking for Financial Document Question Answering](https://mlsanity.com/paper/2601.06992/) (2026)
- [MultiFinBen: Benchmarking Large Language Models for Multilingual and Multimodal Financial Application](https://mlsanity.com/paper/2506.14028/) (2025)
- [FineState-Bench: A Comprehensive Benchmark for Fine-Grained State Control in GUI Agents](https://mlsanity.com/paper/2508.09241/) (2025)

## Built on by (most cited first, 5 of 5)

- [LabGuard: Grounding Natural-Language Laboratory Rules into Runtime Guards for Embodied Laboratory Agents](https://mlsanity.com/paper/2606.31045/) (2026)
- [Parametric Memory Decoding for Zero-Shot Routing in LoRA-Based External Parametric Memory](https://mlsanity.com/paper/2607.04118/) (2026)
- [FinPersona-Bench: A Benchmark for Longitudinal Psychometric Stability of Autonomous Financial Agents](https://mlsanity.com/paper/2606.31522/) (2026)
- [Overview of FinMMEval 2026 Task 1: Multilingual Financial Multiple-Choice Question Answering](https://mlsanity.com/paper/2607.19856/) (2026)
- [Overview of FinMMEval 2026 Task 2: Multilingual Financial Short-Answer Question Answering](https://mlsanity.com/paper/2607.19867/) (2026)

## Abstract (arXiv)

Financial reporting systems increasingly leverage Large Language Models (LLMs) to extract and summarize corporate disclosures. However, most existing approaches assume a single-market setting and overlook structural differences across jurisdictions. Variations in accounting taxonomies, tagging infrastructures (e.g., XBRL vs. PDF), and aggregation conventions introduce substantial challenges for semantic alignment and reliable verification. Here, we aim to bridge this gap. We present FinReporting, an agentic workflow for localized cross-jurisdiction financial reporting. The system constructs a unified canonical ontology spanning the income statement, balance sheet, and cash flow statement, and decomposes reporting into auditable stages, including filing acquisition, extraction, canonical mapping, and anomaly logging. Rather than treating LLMs as free-form generators, FinReporting employs them as constrained verifiers operating under explicit decision rules with evidence grounding. Evaluated on annual filings from the USA, Japan, and China, FinReporting improves consistency and reliability under heterogeneous reporting regimes. We further release an interactive demo that enables cross-market inspection and supports structured export of localized financial statements. Our demo is available at urlhttps://huggingface.co/spaces/BoomQ/FinReporting-Demo. A video describing our system is available at https://www.youtube.com/watch?v=f65jdEL31Kk.