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