Financial QA

QA: Question Answering

Overview

Financial question answering studies how to answer questions about financial filings, statements, spreadsheets, charts, earnings calls, and regulations, where errors in facts or calculations can carry significant costs. Common approaches combine retrieval-augmented generation—using methods such as BM25, dense retrieval, hybrid search, and reranking—with table-aware parsing, structured data tools, or executable code for numerical reasoning. Benchmarks test tasks including multi-step calculations, evidence citation, multilingual and multimodal understanding, and retrieval from long documents; newer systems also use claim-level verification, abstention, and selective checks. A central challenge is that finding relevant evidence does not ensure correct reasoning, while stronger verification and retrieval can add cost or sometimes overturn sound answers.

Latest papers

CardsList

51 papers5 papers in the last four weeks, level with the four weeks before. 0.0% of all new papers.

  1. FinHopper: A Progressive Multi-Hop Benchmark for Complex Financial Agents with Step-wise Evaluation

    Oct 19, 2026Yuxuan Wu, Miaopei Lin, Qiufang Ying +9Financial QAFinancial Reasoning Benchmarks

  2. Fin_Agent at FinEval 2026: Task-Aware Methods for Multilingual Financial NLP

    Oct 8, 2026Mohotarema Rashid, Tanzina Hossain, Xiaoying Song +1Financial QAMultilingual QA

  3. From Benchmarks to Production: A Text-to-SQL System for Complex Financial Data

    Oct 2, 2026Arijit Sehanobish, Bruno Gomes Coelho, Guillaume Michel +3Text-to-SQLFinancial QA

  4. A Citation-Grounded Benchmark for Trustworthy Earnings Call Transcript Analysis with Large Language Models

    Oct 1, 2026Yingzhu Zhao, Vlad Pandelea, Han Yuan +4LLM EvaluationFinancial QA

  5. FinFIRST: Benchmarking Search Agents for Financial Information Retrieval, Sourcing and Traceability

    Sep 21, 2026Wenqing Wang, Haitao Xiang, Xinyi Zhao +8Financial QAAI Agent Benchmarks

  6. FinInteract: Benchmarking Clarification and Intent Integration in Ambiguous Financial Question Answering

    Sep 21, 2026Xinyu Wang, Tung Sum Thomas Kwok, Zhenghan Tai +1Financial QAFinancial Language Model Evaluation

  7. Enhancing Financial Question Answering: A Novel Benchmark Dataset of Banks' financial statements

    Sep 3, 2026Arianna Miola, Bruno Spaccavento, Lorenzo Silotto +2Financial QARAG Evaluation

  8. FinExam-10K: When Retrieval Helps Financial Reasoning?

    Aug 28, 2026Yan Lin, Jingyu Sun, Zhongliang Guo +3Financial Reasoning BenchmarksFinancial QA

  9. Towards Expert Financial QA via Self-Improving RAG

    Aug 27, 2026Junjie Xiong, Shawheen Ghezavat, Aum HirparaLLM Self-CorrectionFinancial QA

  10. CLAIR-Fin: An Adversarial Multi-Agent Framework for Claim-Level Verification and Adaptive Debate in Cross-Modal Financial QA

    Aug 13, 2026Fatema Tuj Johora Faria, Mukaffi Bin Moin, Jubayer Al Mahmud +2LLM Answer VerificationLLM Hallucination Mitigation

  11. V-FiLLM: Verified Financial LLM Reasoning Benchmark

    Aug 11, 2026Alicia Larsen, Victoire Laurent, Aulia Kharis Rakhmasari +2Numerical Reasoning in Language ModelsSynthetic Data Generation

  12. Can Open-Weight Models Compete on Financial Text Comprehension?

    Aug 9, 2026Jan SpörerLLM EvaluationFinancial QA

  13. FinRank: An Evidence-Grounded Benchmark for Financial Question Answering and Retrieval over SEC Filings

    Aug 7, 2026Sasan Mansouri, Daniel Saad, Mark Wahrenburg +2Data ProvenanceFinancial QA

  14. Hierarchical Reranking for Scalable Financial RAG System

    Jul 29, 2026Joohyun Lee, Sungwoo HongFinancial ServicesRetrieval-Augmented Generation

  15. Language-Routed RAG and Direct Option Scoring for Multilingual Financial QA: DS@GT at FinMMEval

    Jul 24, 2026Justice Ayela, Kabir SahniFinanceMultilingual Language Model Evaluation

  16. Overview of FinMMEval 2026 Task 2: Multilingual Financial Short-Answer Question Answering

    Jul 22, 2026Zhuohan Xie, Xueqing Peng, Georgi Georgiev +18Multilingual Language Model EvaluationFinancial QA

  17. Overview of FinMMEval 2026 Task 1: Multilingual Financial Multiple-Choice Question Answering

    Jul 22, 2026Zhuohan Xie, Yuyang Dai, Rania Elbadry +18Multilingual Language Model EvaluationMultiple-Choice Question Answering

  18. FinSAgent: Corpus-Aligned Multi-Agent RAG Framework for Evidence-Grounded SEC Filing Question Answering

    Jul 20, 2026Jijun Chi, Zhenghan Tai, Hanwei Wu +21Learning to RankFinancial QA

  19. Gold-Guided Programmatic Distillation for Financial Reasoning over Hybrid Tables and Text

    Jul 16, 2026Yun Dong, Erica Zhao, Elana ChenTable QAFinancial QA

  20. EvidenceLens: A Claim-Evidence Matrix for Auditing Financial Question Answering

    Jun 19, 2026Fengchen Gu, Xiaotian Ren, Zhengyong Jiang +6Data VisualizationLLM Answer Verification

  21. MoCA-Agent: A Market-of-Claims Code Agent for Financial and Numerical Reasoning

    Jun 10, 2026Abdelrahman Abdallah, AbdelRahim A. Elmadany, Sameh Al Natour +3Table QALLM Answer Verification

  22. BigFinanceBench: A Workflow-Grounded Benchmark for Financial-Research Agents

    Jun 2, 2026Alex Wang, Georg Meinhardt, Jacob Katz +4Benchmark DesignFinancial QA

  23. Fighting Numerical Hallucinations via Data-centric Compilation for Online Financial QA

    May 29, 2026Hao Chen, Xing Tang, Qirui Liu +6Retrieval-Augmented GenerationHallucination in Language Models