FinWorkBench/Finch
Finch (FinWorkBench): Benchmarking Finance & Accounting across Spreadsheet-Centric Enterprise Workflows This repository contains the dataset for Finch, an enterprise-grade benchmark for evaluating an agent’s ability to work like a skilled finance & accounting expert (work IQ) on real-world professional workflows. Paper: https://arxiv.org/abs/2512.13168 Evaluation Code: https://github.com/FinWorkBench/Finch 🍻 Updates 2026-4-6: FinWorkBench is accepted to ACL… See the full description on the dataset page: https://huggingface.co/datasets/FinWorkBench/Finch.
2912k
1{
2 "id": "89",
3 "instruction_en": "I am working on a tracking report regarding the biotechnology and pharmaceutical companies that went public on NASDAQ in 2024, namely: CG Oncology, Zenas BioPharma, Upstream Bio, MBX Biosciences, and Metagenomi. I want to start by organizing some data. Please help me find out the listing date (as in yyyy/mm/dd), listing board(full name), initial offering price, total funds raised in 2024. Additionally, I need the revenue, net income attributable to shareholders and R&D expenses disclosed in their 2024 annual reports for these companies. All amounts should be in United States dollars, numerical only, and retained to two decimals. If no relevant data can be found, please fill in with N/A.\\n\\n[Data Time Baseline] Please retrieve data based on each company's 2024 10-K annual report (versions published before March 31, 2025). For 'Total Funds Raised in 2024', only count IPO initial offering proceeds (including over-allotment), excluding subsequent follow-on offerings.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in sequence:\\nCompany Name, Listing board, Bloomberg ticker, Listing Date, Initial Offering Price(per share), Total Funds Raised in 2024(million), Revenue in 2024(million), Net Income Attributable to Shareholders(million), R&D Expenses(million)\\n\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Financial_Metrics: Calculate financial performance indicators.\\nColumns: Company Name, Revenue in 2024(million), Net Income Attributable to Shareholders(million), R&D Expenses(million), R&D Intensity(%), Net Profit Margin(%), Capital Efficiency Ratio, Burn Rate Category\\nR&D Intensity = R&D Expenses / Revenue x 100 (2 decimals). Net Profit Margin = Net Income / Revenue x 100 (2 decimals). Capital Efficiency Ratio = Revenue / Total Funds Raised in 2024 (4 decimals). Burn Rate Category: \\\"Profitable\\\" if Net Income >= 0, \\\"Moderate Burn\\\" if -100 < Net Income < 0, \\\"High Burn\\\" if Net Income <= -100, \\\"Unknown\\\" if data missing.\\n\\nSubtask 2 - Sheet3_Data_Quality: Validate data completeness.\\nColumns: Company Name, Has Total Funds Raised in 2024, Has Revenue in 2024, Has Net Income Attributable to Shareholders, Has R&D Expenses, Data Completeness(%), Quality Rating, Missing Fields Count\\nFor each field: \\\"Yes\\\" if data exists, \\\"No\\\" if N/A or empty. Data Completeness(%) = (Number of fields with data / 4) x 100 (2 decimals). Quality Rating: \\\"Excellent\\\" if 100%, \\\"Good\\\" if >=75%, \\\"Fair\\\" if >=50%, \\\"Poor\\\" if <50%.\\n\\nSubtask 3 - Sheet4_IPO_Timeline: Reorganize by chronological order.\\nColumns: Company Name, Bloomberg Ticker, Listing Date, Initial Offering Price(per share), Total Funds Raised in 2024(million), IPO Quarter, Days Since First IPO, IPO Sequence\\nSort by Listing Date (earliest first). IPO Quarter: Q1/Q2/Q3/Q4 based on month. Days Since First IPO: days elapsed since CG Oncology's IPO on 2024/01/25 (integer). IPO Sequence: chronological order number 1, 2, 3... (integer).\\n\\nSubtask 4 - Sheet5_Comparative: Conduct comparative analysis with ranking.\\nColumns: Company Name, Total Funds Raised in 2024(million), R&D Expenses(million), Funds Raised Rank, R&D Expense Rank, Market Position, Investment Scale, Composite Score\\nRanks: 1=highest among valid values, \\\"N/A\\\" if data missing. Market Position: \\\"Premium Tier\\\" if IPO price >= $19, \\\"Mid-High Tier\\\" if >= $17, \\\"Standard Tier\\\" otherwise. Investment Scale: \\\"Large Scale\\\" if funds >= $400M, \\\"Mid Scale\\\" if >= $250M, \\\"Unknown\\\" otherwise. Composite Score: (Funds/437)x50 + (R&D/139.14)x50 (2 decimals), \\\"N/A\\\" if both values missing.",
4 "source_files": [],
5 "source_files_urls": [],
6 "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Validation / Review",
7 "business_type": "Report",
8 "task_constraints": "",
9 "reference_outputs": {
10 "files": [
11 "89_ref_0.xlsx"
12 ],
13 "text": ""
14 },
15 "reference_file_urls": [
16 "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/89/89_ref_0.xlsx"
17 ]
18}