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PDF Financial Report

Generate a financial report PDF with balance sheet, income statement, and merged table cells

Create a ready-to-print financial report PDF from structured JSON data.

Includes:

  • Balance sheet with merged cells (rowspan/colspan)
  • Income statement with automatic totals
  • Currency and decimal precision controls

Input:

  • Optional custom JSON for assets, liabilities, equity, and income statement sections

FinancialReportData JSON example:

{
  "balanceSheet": {
    "assets": [{ "section": "Current Assets", "items": [{ "label": "Cash", "amount": 158000 }] }],
    "liabilitiesAndEquity": [{ "section": "Equity", "items": [{ "label": "Retained Earnings", "amount": 304100 }] }]
  },
  "incomeStatement": {
    "sections": [{ "section": "Revenue", "items": [{ "label": "Product Revenue", "amount": 512000 }] }]
  }
}

Example Results

1 examples

Financial Report

Financial statement PDF sample

financial-report-example1.pdf View File
View input parameters
{ "reportTitle": "Financial Report", "companyName": "Demo Co.", "periodLabel": "FY 2025", "currency": "USD", "pageSize": "A4" }

Key Facts

Category
Document Tools
Input Types
text, number, textarea, select, checkbox
Output Type
file
Sample Coverage
4
API Ready
Yes

Overview

Generate professional, print-ready financial reports directly from structured JSON data. This tool allows you to create comprehensive balance sheets and income statements with support for complex table layouts, custom currency formatting, and precise decimal control.

When to Use

  • •When you need to convert raw financial JSON data into a clean, professional PDF document.
  • •When creating standardized balance sheets or income statements that require specific table cell merging.
  • •When you need to generate consistent financial summaries for stakeholders with custom branding and currency settings.

How It Works

  • •Input your financial data in the required JSON format, including sections for assets, liabilities, equity, and revenue.
  • •Configure your report settings, such as the report title, company name, currency code, and decimal precision.
  • •Select your preferred page size and orientation, then generate the PDF file for immediate download or printing.

Use Cases

Automating the generation of monthly balance sheets for small business accounting.
Creating standardized income statements for quarterly investor presentations.
Converting raw database exports into professional financial documents for audit preparation.

Examples

1. Quarterly Financial Summary

Financial Analyst
Background
An analyst needs to generate a clean PDF report for a board meeting based on data extracted from an internal accounting system.
Problem
Manual formatting of financial tables in word processors is error-prone and time-consuming.
How to Use
Paste the structured financial JSON into the 'Financial JSON Data' field, set the report title to 'Q3 Financial Summary', and select 'A4' as the page size.
Example Config
reportTitle: Q3 Financial Summary, companyName: Acme Corp, currency: USD, decimalPlaces: 2
Outcome
A professional, print-ready PDF containing a formatted balance sheet and income statement with accurate totals and consistent styling.

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FAQ

What data format does the tool require?

The tool accepts a specific JSON structure containing 'balanceSheet' and 'incomeStatement' objects to define your financial sections.

Can I customize the currency and decimal places?

Yes, you can specify your desired currency code and set decimal precision between 0 and 4 places.

Does the tool support merged cells in tables?

Yes, the tool supports rowspan and colspan attributes within your JSON data to create complex table layouts.

Can I use my own data instead of the sample?

Absolutely. Simply paste your custom JSON into the 'Financial JSON Data' field; if left empty, the tool will use built-in sample data.

What output formats are available?

The tool generates a high-quality, print-ready PDF file based on your configuration and data.

API Documentation

Request Endpoint

POST /en/api/tools/pdf-financial-report

Request Parameters

Parameter Name Type Required Description
reportTitle text Yes -
companyName text No -
periodLabel text No -
currency text No -
decimalPlaces number No -
statementData textarea No -
pageSize select No -
landscape checkbox No -
printBackground checkbox No -
waitUntil select No -
waitTime number No -

Response Format

{
  "filePath": "/public/processing/randomid.ext",
  "fileName": "output.ext",
  "contentType": "application/octet-stream",
  "size": 1024,
  "metadata": {
    "key": "value"
  },
  "error": "Error message (optional)",
  "message": "Notification message (optional)"
}
File: File

AI MCP Documentation

Add this tool to your MCP server configuration: 

{
  "mcpServers": {
    "elysiatools-pdf-financial-report": {
      "name": "pdf-financial-report",
      "description": "Generate a financial report PDF with balance sheet, income statement, and merged table cells",
      "baseUrl": "https://elysiatools.com/mcp/sse?toolId=pdf-financial-report",
      "command": "",
      "args": [],
      "env": {},
      "isActive": true,
      "type": "sse"
    }
  }
}

You can chain multiple tools, e.g.: `https://elysiatools.com/mcp/sse?toolId=png-to-webp,jpg-to-webp,gif-to-webp`, max 20 tools.

If you encounter any issues, please contact us at [email protected]