Financial Services Document
Auditors don't accept 'we did our best' as an answer.
Extract tax residency and status information from FATCA and Common Reporting Standard self-certification forms
No credit card required to get started.
Compliance teams manually review lengthy documents to extract key findings. Critical details get buried in complex reports, increasing audit risk.
Structured output ready for your systems.
Upload your fatca/crs self-certification documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 23 fields with 93%+ accuracy. No templates or training required.
Review extracted data with confidence scores. Approve, edit, or flag items for human verification.
Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.
Extract findings from audit reports and security assessments.
Automate compliance data extraction for risk management.
Process audit documentation for tracking and reporting.
Extract vendor compliance data for risk assessment.
Common questions about fatca/crs self-certification extraction.
We handle FATCA self-certifications and CRS self-certifications from major jurisdictions. Format variations handled.
Individual and entity self-certification forms both supported. Type is identified automatically.
All declared tax residences, TINs, and countries are extracted.
Controlling person details are extracted for entity certifications when provided.
Signature presence and date are flagged. Certification validity is your determination.
Yes. Sign up for evaluation credits and upload FATCA/CRS forms. No payment required.
Extract key data from SOC 2 Type I and Type II audit reports for vendor due diligence...
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Reviewing SOC 2 reports took days per vendor. We couldn't keep up with procurement's timeline, and gaps slipped through.
Now we extract findings in minutes, not days. Our vendor risk coverage is 100%, and procurement loves us.
— Security Compliance Manager, SaaS CompanyProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. Auditors notice when your data is clean. So do regulators.
