arXiv AI

CIFQA: A Deterministic Tool-Grounded Multi-Agent LLM Framework for Financial Query Answering

CIFQA is a deterministic, tool‑grounded multi‑agent framework that separates language understanding from numerical execution for financial question answering. It assigns specialized agents for interpretation, routing, parameter extraction, computation planning, and response generation, while deterministic Python tools perform the calculations. On a fixed‑deposit benchmark, CIFQA achieves 95.54% accuracy on calculation‑intensive queries and 90.87% overall, outperforming larger LLM baselines and showing that architecture, not scale, drives numerical reliability.

arXiv AI
Jun 4

FinTradeBench: A Financial Reasoning Benchmark for LLMs

arXiv:2603. 19225v3 Announce Type: replace-cross Abstract: Real-world financial decision-making is a challenging problem that requires reasoning over heterogeneous signals, including company fundamentals derived from regulatory filings and trading signals computed from price dynamics.

By Yogesh Agrawal, Aniruddha Dutta, Md Mahadi Hasan, Santu Karmaker, Aritra Dutta
Hugging Face Trending Papers
Jun 22

IPO Finance Agent: Evaluation of LLM Financial Analysts beyond Finance Agent v2, with Automated Rubric Generation -- the Case of the SpaceX (SPCX) IPO

Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks. However, it narrowly deals with periodic reporting from publicly traded companies (SEC 10-K and 10-Q filings), and its agentic harness relies on naive, unenriched chunk retrieval.

arXiv AI
Aug 20

FinRCA-Bench: Benchmarking Evidence Retrieval and Reasoning for Financial AI Systems

FinRCA-Bench is a deterministic synthetic benchmark comprising 2,250 accounts‑payable‑to‑bank reconciliation cases that span 14 operational tables and include 1,500 injected failures across 15 causal categories. The benchmark hides root‑cause labels and record‑level evidence contracts from models, enabling independent evaluation of evidence retrieval versus reasoning accuracy. Experiments show that retrieval architecture dramatically influences performance, with retrieval improvements raising macro‑required‑record recall from 0.83% to 77.70% and exact 16‑class accuracy from 2.05% to 72.44%.

By Pratik Ghawate
arXiv AI
Aug 11

FinTrace: Holistic Trajectory-Level Evaluation of LLM Tool Calling for Long-Horizon Financial Tasks

arXiv:2604. 10015v3 Announce Type: replace Abstract: Recent studies demonstrate that tool-calling capability enables large language models (LLMs) to interact with external environments for long-horizon financial tasks.

By Yupeng Cao, Haohang Li, Weijin Liu, Wenbo Cao, Anke Xu, Lingfei Qian, Xueqing Peng, Minxue Tang, Zhiyuan Yao, Jimin Huang, K. P. Subbalakshmi, Zining Zhu, Jordan W. Suchow, Yangyang Yu
Hugging Face Trending Papers
Aug 19

FinRCA-Bench: Benchmarking Evidence Retrieval and Reasoning for Financial AI Systems

FinRCA-Bench is a synthetic benchmark designed to evaluate evidence retrieval and reasoning in financial AI systems, specifically for accounts‑payable‑to‑bank reconciliation. It contains 2,250 cases across 14 operational tables, with 1,500 injected failures in 15 causal categories and 750 hard‑negative cases, and hides root‑cause labels and evidence contracts to isolate retrieval performance. Experiments show that retrieval architecture dramatically affects accuracy, with structured retrieval methods like Typed Provenance Graph Retrieval vastly improving macro‑recall and exact‑class accuracy compared to dense semantic retrieval or classical ML.