Convert to Finance formats with advanced options

GroupDocs.Conversion provides the FinanceConvertOptions class to specify financial data format conversion settings. This class implements IPagedConvertOptions for page selection support.

Supported Finance Formats

The following financial data formats are recognized:

FormatExtensionDescriptionUse Case
XBRL.xbrleXtensible Business Reporting LanguageFinancial reporting, regulatory compliance
iXBRL.ixbrlInline XBRL (HTML + XBRL)Human-readable and machine-readable financial reports
OFX.ofxOpen Financial ExchangeBanking data, financial transactions

Properties

Format - Specifies the desired financial file format. Available options are: Xbrl, IXbrl, Ofx.

PageNumber - Specifies the starting page number for conversion.

PagesCount - Specifies the number of pages to convert.

API Structure

The following example shows the API structure for FinanceConvertOptions:

using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.FileTypes;

// Create options object
FinanceConvertOptions options = new FinanceConvertOptions
{
    Format = FinanceFileType.Xbrl,
    PageNumber = 1,      // Starting page (for multi-page sources)
    PagesCount = 10      // Number of pages to process
};

Converting Between Finance Formats

You can convert between XBRL and iXBRL formats. This allows you to transform between human-readable inline XBRL and standard XBRL format.

Convert XBRL to iXBRL

using GroupDocs.Conversion;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.FileTypes;

// Load the source XBRL file
using (Converter converter = new Converter("financial-report.xbrl"))
{
    // Configure iXBRL convert options
    FinanceConvertOptions options = new FinanceConvertOptions
    {
        Format = FinanceFileType.IXbrl
    };

    // Convert and save
    converter.Convert("financial-report.ixbrl", options);
}

Convert iXBRL to XBRL

using GroupDocs.Conversion;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.FileTypes;

// Load the source iXBRL file
using (Converter converter = new Converter("inline-report.ixbrl"))
{
    // Configure XBRL convert options
    FinanceConvertOptions options = new FinanceConvertOptions
    {
        Format = FinanceFileType.Xbrl
    };

    // Convert and save
    converter.Convert("inline-report.xbrl", options);
}

Format Selection

You can specify different financial formats using the Format property:

XBRL Format

XBRL (eXtensible Business Reporting Language) is the international standard for digital business reporting:

using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.FileTypes;

FinanceConvertOptions xbrlOptions = new FinanceConvertOptions
{
    Format = FinanceFileType.Xbrl
};

iXBRL Format

iXBRL (Inline XBRL) combines human-readable HTML with machine-readable XBRL data:

FinanceConvertOptions ixbrlOptions = new FinanceConvertOptions
{
    Format = FinanceFileType.IXbrl
};

OFX Format

OFX (Open Financial Exchange) is used for financial data exchange between institutions and applications:

FinanceConvertOptions ofxOptions = new FinanceConvertOptions
{
    Format = FinanceFileType.Ofx
};

Format Support Notes

Supported conversions:

  • XBRL ↔ iXBRL (bidirectional conversion between standard and inline XBRL)

Not supported:

  • Conversion from standard document formats (PDF, Word, Excel) to financial formats
  • Conversion from financial formats to other formats (PDF, images, etc.)
  • OFX conversions to/from XBRL or iXBRL

Financial formats like XBRL require highly specific data structures, taxonomies, and metadata that are not present in general documents.

More Resources

Close
Loading

Analyzing your prompt, please hold on...

An error occurred while retrieving the results. Please refresh the page and try again.