Compute Financial Ratios

Compute Financial Ratios in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Run basic ratios from an uploaded income statement and balance sheet so I can screen quickly for liquidity problems.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Run basic liquidity and leverage ratios from the uploaded income statement and balance…
Run basic liquidity and leverage ratios from the uploaded income statement and balance sheet—convert the PDFs to Excel, extract the key line items, and produce a simple Excel sheet with current ratio, quick ratio, debt-to-equity and interest coverage for screening.

Improve — make it easier to accept

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Before I screen for liquidity problems, export the income statement and balance sheet to Excel, map…
Before I screen for liquidity problems, export the income statement and balance sheet to Excel, map and label the extracted line items, calculate current, quick, debt-to-equity and interest-coverage ratios, and flag any missing or inconsistent figures that would change the initial decision.

Who does this, and with what

The same task is different work inside a different job.

Credit AnalystAdobe Acrobat ProExcelalso: Screen Liquidity Metricsalso: Run Quick Credit Ratios

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Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.