Financial Services Document
Tax season stress shouldn't come from manual data entry.
Extract foreign entity status, FATCA classification, and treaty benefits from IRS Form W-8BEN-E
No credit card required to get started.
Finance teams manually extract data from tax forms during peak seasons. One mistake can trigger audits, penalties, or payment delays.
Structured output ready for your systems.
Upload your w-8ben-e documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 24 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.
Process client tax documents efficiently during busy season.
Extract vendor tax information for 1099 reporting and withholding.
Automate tax form processing for large organizations.
Process customer tax documents for account opening and compliance.
Common questions about w-8ben-e extraction.
We extract entity type, FATCA status, chapter 3 and 4 classifications, treaty claims, and beneficial owner info. The complexity is handled.
Corporation, partnership, trust classifications and FATCA entity types are extracted accurately.
LOB article, specific LOB provision claimed, and treaty country are all extracted.
Chapter 4 status for intermediaries and flow-through entities is captured.
Signer name, capacity, and date are extracted. Verify authority before relying.
Sign up for evaluation credits and upload a W-8BEN-E. See structured data immediately.
Our team manually keyed W-9 data from hundreds of vendors. One transposed TIN triggered an IRS notice that took months to resolve.
Automated extraction catches format errors before they become tax notices. This year: zero vendor TIN issues.
— Controller, Professional Services FirmProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. Every manual entry is a potential audit trigger you don't need.
