@inproceedings{zhang-etal-2026-finreporting,
title = "{F}in{R}eporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosure",
author = "Zhang, Fan and
Song, Mingzi and
Elbadry, Rania and
Chen, Yankai and
Wang, Shaobo and
Zhou, Yixi and
Zheng, Xunwen and
He, Yueru and
Dai, Yuyang and
Georgiev, Georgi Nenkov and
Gull, Ayesha and
Safder, Muhammad Usman and
Wu, Fan and
Meng, Liyuan and
Ji, Fengxian and
Zhao, Junning and
Peng, Xueqing and
Huang, Jimin and
Chen, YU and
Liu, Xue and
Nakov, Preslav and
Xie, Zhuohan",
editor = "Durrett, Greg and
Jian, Ping",
booktitle = "Proceedings of the 64th Annual Meeting of the {A}ssociation for {C}omputational {L}inguistics (Volume 3: System Demonstrations)",
month = jul,
year = "2026",
address = "San Diego, California, United States",
publisher = "Association for Computational Linguistics",
url = "https://aclanthology.org/2026.acl-demo.71/",
pages = "728--735",
ISBN = "979-8-89176-392-0",
abstract = "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 https://huggingface.co/spaces/BoomQ/FinReporting-Demo. A video describing our system is available at https://www.youtube.com/watch?v=f65jdEL31Kk."
}<?xml version="1.0" encoding="UTF-8"?>
<modsCollection xmlns="http://www.loc.gov/mods/v3">
<mods ID="zhang-etal-2026-finreporting">
<titleInfo>
<title>FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosure</title>
</titleInfo>
<name type="personal">
<namePart type="given">Fan</namePart>
<namePart type="family">Zhang</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Mingzi</namePart>
<namePart type="family">Song</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Rania</namePart>
<namePart type="family">Elbadry</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Yankai</namePart>
<namePart type="family">Chen</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Shaobo</namePart>
<namePart type="family">Wang</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Yixi</namePart>
<namePart type="family">Zhou</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Xunwen</namePart>
<namePart type="family">Zheng</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Yueru</namePart>
<namePart type="family">He</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Yuyang</namePart>
<namePart type="family">Dai</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Georgi</namePart>
<namePart type="given">Nenkov</namePart>
<namePart type="family">Georgiev</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Ayesha</namePart>
<namePart type="family">Gull</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Muhammad</namePart>
<namePart type="given">Usman</namePart>
<namePart type="family">Safder</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Fan</namePart>
<namePart type="family">Wu</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Liyuan</namePart>
<namePart type="family">Meng</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Fengxian</namePart>
<namePart type="family">Ji</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Junning</namePart>
<namePart type="family">Zhao</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Xueqing</namePart>
<namePart type="family">Peng</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Jimin</namePart>
<namePart type="family">Huang</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Y</namePart>
<namePart type="given">U</namePart>
<namePart type="family">Chen</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Xue</namePart>
<namePart type="family">Liu</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Preslav</namePart>
<namePart type="family">Nakov</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Zhuohan</namePart>
<namePart type="family">Xie</namePart>
<role>
<roleTerm authority="marcrelator" type="text">author</roleTerm>
</role>
</name>
<originInfo>
<dateIssued>2026-07</dateIssued>
</originInfo>
<typeOfResource>text</typeOfResource>
<relatedItem type="host">
<titleInfo>
<title>Proceedings of the 64th Annual Meeting of the Association for Computational Linguistics (Volume 3: System Demonstrations)</title>
</titleInfo>
<name type="personal">
<namePart type="given">Greg</namePart>
<namePart type="family">Durrett</namePart>
<role>
<roleTerm authority="marcrelator" type="text">editor</roleTerm>
</role>
</name>
<name type="personal">
<namePart type="given">Ping</namePart>
<namePart type="family">Jian</namePart>
<role>
<roleTerm authority="marcrelator" type="text">editor</roleTerm>
</role>
</name>
<originInfo>
<publisher>Association for Computational Linguistics</publisher>
<place>
<placeTerm type="text">San Diego, California, United States</placeTerm>
</place>
</originInfo>
<genre authority="marcgt">conference publication</genre>
<identifier type="isbn">979-8-89176-392-0</identifier>
</relatedItem>
<abstract>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 https://huggingface.co/spaces/BoomQ/FinReporting-Demo. A video describing our system is available at https://www.youtube.com/watch?v=f65jdEL31Kk.</abstract>
<identifier type="citekey">zhang-etal-2026-finreporting</identifier>
<location>
<url>https://aclanthology.org/2026.acl-demo.71/</url>
</location>
<part>
<date>2026-07</date>
<extent unit="page">
<start>728</start>
<end>735</end>
</extent>
</part>
</mods>
</modsCollection>
%0 Conference Proceedings
%T FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosure
%A Zhang, Fan
%A Song, Mingzi
%A Elbadry, Rania
%A Chen, Yankai
%A Wang, Shaobo
%A Zhou, Yixi
%A Zheng, Xunwen
%A He, Yueru
%A Dai, Yuyang
%A Georgiev, Georgi Nenkov
%A Gull, Ayesha
%A Safder, Muhammad Usman
%A Wu, Fan
%A Meng, Liyuan
%A Ji, Fengxian
%A Zhao, Junning
%A Peng, Xueqing
%A Huang, Jimin
%A Chen, Y. U.
%A Liu, Xue
%A Nakov, Preslav
%A Xie, Zhuohan
%Y Durrett, Greg
%Y Jian, Ping
%S Proceedings of the 64th Annual Meeting of the Association for Computational Linguistics (Volume 3: System Demonstrations)
%D 2026
%8 July
%I Association for Computational Linguistics
%C San Diego, California, United States
%@ 979-8-89176-392-0
%F zhang-etal-2026-finreporting
%X 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 https://huggingface.co/spaces/BoomQ/FinReporting-Demo. A video describing our system is available at https://www.youtube.com/watch?v=f65jdEL31Kk.
%U https://aclanthology.org/2026.acl-demo.71/
%P 728-735
Markdown (Informal)
[FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosure](https://aclanthology.org/2026.acl-demo.71/) (Zhang et al., ACL 2026)
ACL
- Fan Zhang, Mingzi Song, Rania Elbadry, Yankai Chen, Shaobo Wang, Yixi Zhou, Xunwen Zheng, Yueru He, Yuyang Dai, Georgi Nenkov Georgiev, Ayesha Gull, Muhammad Usman Safder, Fan Wu, Liyuan Meng, Fengxian Ji, Junning Zhao, Xueqing Peng, Jimin Huang, YU Chen, Xue Liu, Preslav Nakov, and Zhuohan Xie. 2026. FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosure. In Proceedings of the 64th Annual Meeting of the Association for Computational Linguistics (Volume 3: System Demonstrations), pages 728–735, San Diego, California, United States. Association for Computational Linguistics.