| --- |
| license: cc-by-3.0 |
| task_categories: |
| - text-generation |
| language: |
| - en |
| tags: |
| - multimodal |
| - agent |
| - workflow |
| - spreadsheet |
| - pdf |
| - image |
| - code |
| - finance |
| - accouning |
| modalities: |
| - text |
| - spreadsheet |
| - pdf |
| - image |
| - code |
|
|
| configs: |
| - config_name: Finch_Dataset_All |
| data_files: |
| - split: test |
| path: |
| - finch_workflows_test.jsonl |
| --- |
| |
|  |
|
|
| # Finch: Benchmarking Finance & Accounting Workflows around Multimodal Enterprise Spreadsheets |
|
|
| This repository contains the dataset for **Finch**, an enterprise-level benchmark for evaluating an agent’s ability to act like a skilled finance & accounting expert on real-world workflows. |
|
|
| * **Paper**: _to be added_ |
| * **Project Page**: https://huggingface.co/datasets/FinWorkBench/Finch |
| * **Code**: https://github.com/FinWorkBench |
|
|
| --- |
|
|
| ## Dataset Description |
|
|
| Finch focuses on **composite finance & accounting workflows** that span: |
|
|
| > data entry/import, structuring/formatting, web search, cross-sheet/file retrieval, calculation, financial modeling, validation, translation, visualization, and reporting. |
|
|
| The workflows are derived from **real-world enterprise workspaces** (Enron and various institutions/companies such as World Bank, Canada goverment, etc), including: |
|
|
| - Large and messy **spreadsheets** with multimodal artifacts including text, tables, formulas, charts, pivots, images, etc |
| - Linked **PDFs and documents** that provide additional business context |
|
|
| We adopt a three-step workflow labeling process: |
|
|
| 1. **Summarizing workflow types** supported by real collaborative enterprise email threads. |
| 2. **Deriving concrete workflow instances** from versioned spreadsheets and related files using LLMs. |
| 3. **Meticulous expert annotation** of instructions and reference outputs, involving hundreds of hours of expert work. |
|
|
| This process yields **172 enterprise-grade workflows—primarily multi-task composite** — each with carefully written instructions and aligned input/reference files, capturing the intrinsic **complexity, messiness, and multimodality** of real-world finance & accounting work. |
|
|
| --- |
|
|
| ## 📁 Dataset Structure |
|
|
| The instruction-tuning corpus is released in **JSONL** format. |
| Each line corresponds to one **workflow-centric example**: |
|
|
| ```json |
| { |
| "id": "<workflow identifier>", |
| "instruction_en": "<English task instruction for a finance & accounting workflow>", |
| "source_files": ["<input file name>", "..."], |
| "source_files_urls": ["<input file download URL>", "..."], |
| "reference_outputs": { |
| "files": ["<reference output file name>"], |
| "text": "<textual reference output>" |
| }, |
| "reference_file_urls": ["<reference output file download URL>"], |
| "task_type": "<task category (e.g., reporting, modeling)>", |
| "business_type": "<business domain (e.g., budgeting, trading)>" |
| } |
| |
