AES-256 encryption SOC 2 compliant infrastructure Sub-30 second processing Your data never trains AI models

Financial Services Document

Every manual entry is a reconciliation error waiting to happen.

IRS Form W-9 Data Extraction

Extract data from W-9 Request for Taxpayer Identification Number forms

No credit card required to get started.

15 Fields extracted
93%+ Accuracy rate
<30s Processing time

Manual financial document processing drains resources

Finance teams manually enter data from statements, invoices, and forms. Errors cascade into reconciliation issues, compliance gaps, and delayed decisions.

  • High volume of financial documents to process
  • Varied formats across vendors and institutions
  • Manual entry introduces costly errors
  • Skilled staff stuck on data entry

Data we extract from irs form w-9.

Structured output ready for your systems.

NameExtract the name as shown on income tax return (Li...
Business NameExtract the business name/DBA if different from ab...
Federal Tax ClassificationExtract the tax classification: Individual/Sole Pr...
LLC Tax ClassificationIf LLC, extract the tax classification letter (C, ...
Exempt Payee CodeExtract the exempt payee code if applicable (1-13)...
FATCA Exemption CodeExtract the FATCA exemption code if applicable...
AddressExtract the street address (Line 5)...
City State ZIPExtract city, state, and ZIP code (Line 6)...
Account NumbersExtract account number(s) if listed (Line 7)...
SSNExtract the Social Security Number (XXX-XX-XXXX fo...
EINExtract the Employer Identification Number (XX-XXX...
TIN TypeIdentify if SSN or EIN is provided...
Signature PresentIs the form signed? Yes or No...
Signature DateExtract the signature date. Return in YYYY-MM-DD f...
Requester NameExtract the requester's name/company if shown...
1

Upload

Upload your irs form w-9 documents in PDF, image, or scanned format. Drag and drop or use our API.

2

Extract

Our AI identifies and extracts all 15 fields with 93%+ accuracy. No templates or training required.

3

Review

Review extracted data with confidence scores. Approve, edit, or flag items for human verification.

4

Export

Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.

Who uses irs form w-9 extraction?

Finance Teams

Automate document data entry for faster processing and fewer errors.

Accounting

Extract data from statements, invoices, and tax forms.

Operations

Streamline financial document processing workflows.

Audit & Compliance

Extract data for reconciliation, audit, and reporting.

Frequently asked questions.

Common questions about irs form w-9 extraction.

W-9 data goes into our vendor master. Accuracy matters.

Name, TIN, tax classification, address—all extracted. Format validation catches obvious TIN errors.

We get hundreds during vendor onboarding.

Batch process. Extract W-9 data for direct import into your vendor management system.

What about the LLC checkbox?

Tax classification is extracted including LLC type (C, S, or P) when specified.

Some W-9s are handwritten.

Our AI reads most handwriting. Unclear entries get lower confidence scores for review.

Signature and date are required.

We flag signature presence and extract signature date. Know which W-9s need follow-up.

Can we test with our W-9 stack?

Yes. Sign up for evaluation credits and upload W-9 forms. No payment required.

"Reconciliation errors were killing our month-end close"

Our team processed 500 invoices monthly by hand. Errors averaged 3 per day. One nearly cost us a major vendor relationship.

Automated extraction eliminated data entry errors. Last quarter: zero reconciliation discrepancies flagged in audit.

— Controller, Financial Services Firm

Ready to automate irs form w-9 processing?

Processing 1,000+ documents monthly? Let's discuss your requirements.

No credit card required to get started.

P.S. Every document processed manually is a risk you don't have to take.