Financial Services Document
Manual document processing is costing you more than you think.
Extract metadata from letters and emails
No credit card required to get started.
Teams spend hours manually entering data from documents. Errors accumulate, deadlines slip, and skilled staff get stuck on data entry.
Structured output ready for your systems.
Upload your general correspondence documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 7 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.
Automate document processing workflows.
Reduce manual data entry burden.
Integrate document data with systems.
Eliminate document processing bottlenecks.
Common questions about general correspondence extraction.
We extract sender, recipient, date, subject, and key points regardless of format.
Action items and requests are flagged when present in the correspondence.
Both formats handled. Key metadata and content extracted.
Referenced attachments are captured. Actual attachments need separate processing.
Extract correspondence data for CRM integration and tracking.
Yes. Sign up for evaluation credits and upload correspondence. No payment required.
Our team processed hundreds of documents monthly by hand. Errors crept in, deadlines slipped, and skilled staff spent their time on data entry instead of strategic work.
Automated extraction changed everything. Same volume, processed in a fraction of the time. Our team finally focuses on what matters.
— Operations Director, Enterprise CompanyProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. The first 10 documents are on us. See for yourself.
