README.md

---
license: cc-by-3.0
tags:
- agent
- workflow
- multimodal
- 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 cover figure](figs/finch_workflow.jpeg)

# Finch: Benchmarking Finance & Accounting across Spreadsheet-Centric Enterprise Workflows

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 **messy and long-horizon 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** (primarily Enron, as well as World Bank, Canadian/Australian government agencies, and other corporations), including:

- Enterprise **email threads** where collaborators naturally describe, discuss, and track workflows
- Large and messy **spreadsheets** with multimodal artifacts including text, tables, formulas, charts, pivots, images, etc 
- Interlinked **PDFs and documents** that provide additional business context  

We adopt a three-step workflow labeling process:

1. **Inducing workflow types** from real collaborative context in enterprise email threads.  
2. **Deriving concrete workflow instances** by analyzing changes across spreadsheet versions.  
3. **Conductin meticulous expert annotation** of task instructions, input files, 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 **compositional, messy, multimodal, and collaborative nature** of real-world finance & accounting work. In this release, we provide full annotations for the first 72 workflows, with the remaining 100 to be released in a subsequent update.

Experiment results show that even frontier agents solve fewer than 30% of the workflows, revealing a substantial performance gap for real-world enterprise scenarios.

---

## 📁 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)>"
}
```
---

## 📣 Feedback & Issues

If you find any issues with the dataset or have suggestions, please open a discussion in the **Community** tab — we value your feedback!