Overview of the analysis report
The report’s Summary Page is divided into three key sections to help you quickly understand the analysis:
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What We Did
This section summarises the main actions performed on your document, with key metrics highlighted:
- Calculations Performed: Total calculations reviewed in the document.
- Figures Verified: This is the count of figures we've double-checked in the report. Occasionally, we spot a calculation, but if it's a bit unclear, we might not be able to verify the figure. These will be coloured grey in the report.
- Errors Identified: Number of potential errors detected.
- Rounding Issues: Total potential rounding discrepancies identified.
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Traffic Light System
Throughout the report, we highlight any numbers checked using a traffic light system to mark key findings. With every highlighted number, there is a corresponding comment that details the calculations performed and our evaluations.Each highlighted number includes a comment detailing the specific calculations and evaluations.
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Potential Errors Identified
This table summarises potential errors flagged during the review.
Tip: Click on a row in the table to be taken to the potential errors location in the report.
Reviewing traffic light indicators
Within your report, calculations are highlighted using a traffic light system for easy interpretation.
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Green: Calculation verified and correct.
An extract from a report showing two green figures verfiied
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Amber: Calculation verified with a rounding difference.
An extract from a report showing two figures identified to have potential rounding differences.
- Example: For the calculation 101 + 203 = 303, the result is off by 1 due to rounding. Financial statements may show such rounding differences. Consider if these are acceptable or if they require correction.
- Rounding Threshold: The system determines the rounding difference dynamically. For example, if values are 101.1 + 203.3, a variance above 0.1 is flagged as an error rather than a rounding difference (e.g., 304.0 is flagged as an error because it differs from the correct answer 304.4 by more than 0.1).
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Red: Potential error detected with variance beyond the rounding threshold.
An Extract from a report showing a figure identified with an error.
Important: Our system uses advanced AI to identify calculations within your report, but because AI is non-determinative, it may sometimes misinterpret certain values. Once calculations are identified, they are then verified with traditional technology, which reliably performs the math as described in the calculation details.The system is designed to be highly reliable when confirming that a calculation is correct—so when you see a “green” status, you can have stronger confidence in its accuracy. However, in cases marked as incorrect (red), there is a higher chance the calculation may actually be correct but flagged due to AI interpretation.
We recommend double-checking all important calculations to ensure full confidence in your report.
Accessing detailed calculations
Each calculation includes a detailed breakdown with the following information:
- Actual Value: The value found in your document.
- Calculated Value: Expected value based on the evaluated formula.
- Variance: Difference between actual and calculated values.
- Formula (Values): The numbers involved in the calculation.
- Formula (Labels): The row labels (or column labels) used in the calculation.
- Table ID: Unique identifier for the reviewed table.
These details appear as comments within the PDF. In Adobe Acrobat, you can view comments either in:
- The Comments Pane on the right in Adobe Acrobat.
- Directly beside the comment overlayed on the PDF.
Important: Some PDF viewers may not display comments fully. We recommend using Adobe Acrobat Reader for a complete view. See installation instructions here.
Tip: If you’re sharing the report with a manager or colleague, you can reply to each comment directly. For example, you might clarify that a rounding difference is acceptable because the rows and columns balance, or explain that a flagged error was manually verified and found to be correct.
Additional Information
For more on how our platform processes documents and the types of calculations it performs, see our article on Processing Documents.