We introduce FinWorkBench (a.k.a. Finch) for evaluating AI agents on real-world, enterprise-grade finance and accounting workflows that interleave data entry, structuring, formatting, web search, cross-file retrieval, calculation, modeling, validation, translation, visualization, and reporting. Finch is sourced from authentic enterprise workspaces from Enron (15,000 files and 500,000 emails) and other financial institutions, covering the period 2000–2025 and preserving the in-the-wild messiness of multimodal artifacts such as tables and charts across diverse domains including budgeting, trading, asset management, and operational management.We propose a workflow construction process that combines LLM-assisted mining of workflows from authentic enterprise environments with expert annotation: (1) LLM-assisted, expert-verified derivation of workflows from real-world email threads and spreadsheet version histories, and (2) meticulous annotation requiring over 700 hours of expert effort. This yields 172 composite workflows with 384 tasks, involving 1,710 spreadsheets with 27 million cells, along with PDFs and other artifacts, capturing the intrinsically messy, long-horizon, knowledge-intensive, and collaborative nature of real-world enterprise work.We conduct both human and automated evaluations of frontier AI systems, including GPT 5.1, Claude Sonnet/Opus 4.5, Gemini 3 Pro, Grok 4, and Qwen 3 Max. Under human evaluation, GPT 5.1 Pro spends an average of 16.8 minutes per workflow yet passes only 38.4% of workflows. Comprehensive case studies further surface the challenges that real-world enterprise workflows pose for AI agents.

Prompt engineering is pivotal for harnessing the capabilities of large language models (LLMs) across diverse applications. While existing prompt optimization methods improve prompt effectiveness, they often lead to prompt drifting, wherein newly generated prompts canadversely impact previously successful cases while addressing failures. Furthermore, these methods tend to rely heavily on LLMs’ intrinsic capabilities for prompt optimization tasks. In this paper, we introduce STRAGO (StrategicGuided Optimization), a novel approach designed to mitigate prompt drifting by leveraging insights from both successful and failed cases to identify critical factors for achieving optimization objectives. STRAGO employs a how-to-do methodology, integrating in-context learning to formulate specific, actionable strategies that provide detailed, step-by-step guidance for prompt optimization. Extensive experiments conducted across a range of tasks, including reasoning, natural language understanding, domain-specific knowledge, and industrial applications, demonstrate STRAGO’s superior performance. It establishes a new stateof-the-art in prompt optimization, showcasing its ability to deliver stable and effective prompt improvements.

Writing formulas on spreadsheets, such as Microsoft Excel and Google Sheets, is a widespread practice among users performing data analysis. However, crafting formulas on spreadsheets remains a tedious and error-prone task for many end-users, particularly when dealing with complex operations. To alleviate the burden associated with writing spreadsheet formulas, this paper introduces a novel benchmark task called NL2Formula, with the aim to generate executable formulas that are grounded on a spreadsheet table, given a Natural Language (NL) query as input. To accomplish this, we construct a comprehensive dataset consisting of 70,799 paired NL queries and corresponding spreadsheet formulas, covering 21,670 tables and 37 types of formula functions. We realize the NL2Formula task by providing a sequence-to-sequence baseline implementation called fCoder. Experimental results validate the effectiveness of fCoder, demonstrating its superior performance compared to the baseline models. Furthermore, we also compare fCoder with an initial GPT-3.5 model (i.e., text-davinci-003). Lastly, through in-depth error analysis, we identify potential challenges in the NL2Formula task and advocate for further investigation.

Prompt engineering is very important to enhance the performance of large language models (LLMs). When dealing with complex issues, prompt engineers tend to distill multiple patterns from examples and inject relevant solutions to optimize the prompts, achieving satisfying results. However, existing automatic prompt optimization techniques are only limited to producing single flow instructions, struggling with handling diverse patterns. In this paper, we present AMPO, an automatic prompt optimization method that can iteratively develop a multi-branched prompt using failure cases as feedback. Our goal is to explore a novel way of structuring prompts with multi-branches to better handle multiple patterns in complex tasks, for which we introduce three modules: Pattern Recognition, Branch Adjustment, and Branch Pruning. In experiments across five tasks, AMPO consistently achieves the best results. Additionally, our approach demonstrates significant optimization efficiency due to our adoption of a minimal search strategy.

Tables are often created with hierarchies, but existing works on table reasoning mainly focus on flat tables and neglect hierarchical tables. Hierarchical tables challenge numerical reasoning by complex hierarchical indexing, as well as implicit relationships of calculation and semantics. We present a new dataset, HiTab, to study question answering (QA) and natural language generation (NLG) over hierarchical tables. HiTab is a cross-domain dataset constructed from a wealth of statistical reports and Wikipedia pages, and has unique characteristics: (1) nearly all tables are hierarchical, and (2) QA pairs are not proposed by annotators from scratch, but are revised from real and meaningful sentences authored by analysts. (3) to reveal complex numerical reasoning in statistical reports, we provide fine-grained annotations of quantity and entity alignment. Experiments suggest that this HiTab presents a strong challenge for existing baselines and a valuable benchmark for future research. Targeting hierarchical structure, we devise a hierarchy-aware logical form for symbolic reasoning over tables, which shows high effectiveness. Targeting table reasoning, we leverage entity and quantity alignment to explore partially supervised training in QA and conditional generation in NLG, and largely reduce spurious predictions in QA and produce better descriptions in NLG.

The robustness of Text-to-SQL parsers against adversarial perturbations plays a crucial role in delivering highly reliable applications. Previous studies along this line primarily focused on perturbations in the natural language question side, neglecting the variability of tables. Motivated by this, we propose the Adversarial Table Perturbation (ATP) as a new attacking paradigm to measure robustness of Text-to-SQL models. Following this proposition, we curate ADVETA, the first robustness evaluation benchmark featuring natural and realistic ATPs. All tested state-of-the-art models experience dramatic performance drops on ADVETA, revealing significant room of improvement. To defense against ATP, we build a systematic adversarial training example generation framework tailored for better contextualization of tabular data. Experiments show that our approach brings models best robustness improvement against ATP, while also substantially boost model robustness against NL-side perturbations. We will release ADVETA and code to facilitate future research.