How to turn PDF finance data into reports automatically
Run Bank Reconciler, Expense & Travel Auditor and Regulatory Sentinel locally to turn PDF invoices and statements into audit-ready finance reports.
Skills in this bundle
Regulatory Sentinel
Compliance check and internal control audit testing. Modes: check (document compliance against GDPR/SOC2/PCI-DSS/HIPAA/CSRC/CBRC/PBOC), audit (internal control testing with structured test report), fetch (regulatory docs), prompt (MD compliance prompts).
Bank Reconciler
Match bank statements against internal ledger -- exact/fuzzy amount, date window, reference text matching with multi-sheet reconciliation report
Data Ask
Connect SQL databases and flat files (CSV, Parquet, Excel) to run AI-powered analysis and generate insight reports with charts.
Expense & Travel Auditor
Audit travel & expense claims: invoice compliance, itinerary/contract consistency, duplicate detection, over-period stays, full audit report.
Finance Lens
Stock quotes, technical indicators (RSI/MACD/Bollinger/ADX/Stochastic), crypto prices, risk metrics (VaR/Sharpe/Sortino/Beta), options chains, earnings calendar, and portfolio analysis.
Statement Maestro
Builds the three primary financial statements from a trial balance: income statement and balance sheet (fully computed, China-GAAP account-code mapping) plus an indirect-method cash-flow skeleton, with assets = liabilities + equity tie-out and review next-best-actions (actions.json).
Put your PDF invoices, itineraries, contracts and regulatory documents in one folder alongside the matching statements and trial balance, then call Expense & Travel Auditor, Regulatory Sentinel, Bank Reconciler and Statement Maestro from Nexus Runner: each parses the files on your own machine and returns an audit report, matched and unmatched detail, and a fully computed income statement and balance sheet you can print or save as PDF. Add Data Ask for charted analysis and Finance Lens for risk metrics when the question needs them.
- All six finance skills run locally in Nexus Runner 1.0.10 on Windows 10/11 x64, so invoices and ledgers are not uploaded to a third-party server.
- Document inputs (PDF invoices, itineraries, contracts, regulatory texts) go to Regulatory Sentinel and Expense & Travel Auditor; tabular inputs (Excel, CSV, Parquet, SQL) go to Bank Reconciler, Statement Maestro and Data Ask.
- Output is structured, reviewable detail: matched and unmatched line items, a full audit report, income statement and balance sheet, ready to print or save as PDF.
- One run of all six skills costs 49 Nex. The free tier gives 200 Nex per month, reset at the start of each month; Pro is CNY 49/month with 3000 Nex, Enterprise CNY 299/month with 50000 Nex.
- Statement Maestro checks that assets equal liabilities plus owners' equity, but its output is not an accounting opinion and must be reviewed by a qualified professional.
What PDF finance automation actually splits apart
In finance work a PDF is usually evidence: an invoice, an itinerary, a contract, a regulator's circular. A report needs something else, structured data such as a bank statement, a trial balance or a ledger. MCP Nexus does not ask one model to eyeball the file and guess the numbers. Each skill does one rule-bound job. Expense & Travel Auditor checks invoice compliance, itinerary and contract consistency, duplicate claims and over-period stays. Regulatory Sentinel checks documents against GDPR, SOC2, PCI-DSS, HIPAA, CSRC, CBRC and PBOC rules, and in audit mode runs internal control testing with a structured test report. Bank Reconciler does exact and fuzzy amount matching with date windows and reference text matching. Statement Maestro maps a trial balance to China-GAAP account codes and computes the statements. Everything runs on your own Windows 10/11 x64 machine, so inputs and intermediate files stay local, and what comes back is line-level detail you can trace rather than a paragraph you cannot verify.
From a folder of PDFs to an archivable report, in six steps
Three ways to get the same numbers
| MCP Nexus | Manual work | Generic cloud AI | |
|---|---|---|---|
| Where the data goes | Documents and ledgers are processed inside Nexus Runner 1.0.10 on your machine, not sent to a third-party server | Files bounce between mailboxes and shared drives with no clear version of record | Raw invoices and statements must be uploaded to someone else's server first |
| How the work is done | Six finance skills each run to a fixed rule set with a defined input and output contract | Every PDF is read and retyped by hand, and the rules live in one person's head | One conversation at a time, so the rules must be restated on every run and results drift |
| Reviewability | Matched and unmatched detail, a full audit report and an assets = liabilities + equity check, traceable line by line | Hand-built workpapers, so reviewing costs about as much as redoing the work | Mostly prose summaries with no line-level detail to tick against |
| What it costs | Per run in Nex: Statement Maestro 3, Regulatory Sentinel 8, Bank Reconciler 10, with 200 free Nex a month reset monthly | Priced in person-days, and worst exactly at month-end and year-end | A per-seat subscription whether or not the finance work ever happens |
Real use cases
FAQ
Can finance data inside PDF files be checked automatically
Yes, but the work is split. PDF invoices, itineraries, contracts and regulatory texts are read and rule-checked by Expense & Travel Auditor and Regulatory Sentinel, while amount-level reconciliation and statement building run on tabular input through Bank Reconciler and Statement Maestro, so the two sets of results can be cross-checked.
How much does a full finance run cost in Nex
One run of all six skills costs 49 Nex: Statement Maestro 3, Regulatory Sentinel 8, Finance Lens 8, Bank Reconciler 10, Data Ask 10, Expense & Travel Auditor 10. The free tier is 200 Nex a month, reset at the start of each month, which covers roughly four full runs; Pro is CNY 49/month with 3000 Nex and Enterprise CNY 299/month with 50000 Nex.
Are my finance files uploaded to the cloud
No. The skills execute in Nexus Runner 1.0.10 on your own PC, so invoices, statements and the trial balance stay on the machine. Network access happens only where the task requires outside data, such as Regulatory Sentinel's fetch mode pulling regulatory documents or Finance Lens retrieving public quotes and crypto prices.
Can the generated statements be used as an accounting opinion
No. Statement Maestro supports the statement preparation workflow and does not constitute an accounting opinion; it must be reviewed by a qualified professional, and its cash-flow output is an indirect-method skeleton that needs an opening and closing balance comparison to complete. Audit and compliance outputs are workpapers, not final conclusions.
What do I need to run these skills
Windows 10/11 x64 with Nexus Runner 1.0.10 installed. Skills come in two kinds only, skill and agent: these six are skills with defined input and output contracts, while agents cover multi-step orchestration. They read the local files you point them at; they do not drive your screen or sign in to third-party sites on your behalf.