license: cc-by-3.0
task_categories:
- text-generation
language:
- en
tags:
- agent
- finance
- multimodal
- spreadsheet
- workflow
configs:
- config_name: Finch_Dataset_All
data_files:
- split: valid
path:
- finch_workflows_valid.jsonl
- 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, 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:
- Summarizing workflow types supported by real collaborative enterprise email threads.
- Deriving concrete workflow instances from versioned spreadsheets and related files using LLMs.
- Meticulous expert annotation of instructions and reference outputs, involving hundreds of hours of expert work.
This process yields 172 enterprise-grade single- and multi-task workflows 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:
{
"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, cleaning)>",
"business_type": "<business domain (e.g., budgeting, trading, auditing)>"
}