Financial Intelligence

Financial

Automate invoice processing, expense reports, and bank statement reconciliation. Extract line items, totals, and payment details with enterprise-grade accuracy.

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90%Reduction in manual entry
10Pre-built templates
$2M+Revenue recovered

Financial document templates.

Ready-to-use extraction schemas for invoices, expenses, statements, and more.

Invoice Processing

Extract invoice data for AP automation including vendor name, invoice number, line items, tax, and totals.

8 fields: Vendor Name, Invoice Number, Invoice Date, Due Date, Total Amount, Line Items, Tax Amount, PO Reference

Expense Reports

Extract expense report details for reimbursement including employee, category, amount, and receipt status.

6 fields: Employee Name, Expense Date, Category, Amount, Description, Receipt Present

Bank Statement

Extract transactions from bank statements including account details, balances, and transaction summaries.

6 fields: Account Number, Statement Period, Opening Balance, Closing Balance, Total Deposits, Total Withdrawals

Loan Application

Extract data from loan application forms including applicant info, income, and loan details.

13 fields: Applicant Name, SSN, Address, Employment, Income, Loan Amount, Purpose, and more

Remittance Advice

Extract payment remittance details including payer, payment method, and invoice allocations.

10 fields: Payer Name, Payment Date, Payment Method, Reference Number, Total Amount, Invoices, Adjustments

URAR Appraisal Report

Extract URAR form data for residential property appraisals including property details and valuation.

15 fields: Property Address, Appraised Value, Property Type, GLA, Bedrooms, Condition, Comparables

Utility Bill

Extract data from utility bills including account, usage, and payment details.

12 fields: Utility Company, Account Number, Service Address, Usage Amount, Current Charges, Total Due

Credit Card Statement

Extract data from credit card statements including balances, payments, and charges.

15 fields: Card Issuer, Account Holder, Statement Period, Previous Balance, New Charges, Minimum Payment

Payslip

Extract data from employee payslips including gross pay, deductions, and net pay.

17 fields: Employee Name, Pay Period, Gross Pay, Net Pay, Tax Withheld, Benefits, YTD Totals

Purchase Order

Extract data from purchase orders including buyer, vendor, line items, and terms.

18 fields: PO Number, Buyer, Vendor, Ship To, Line Items, Subtotal, Tax, Total, Payment Terms

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