Streamline Financial Document Processing
Automate the classification, extraction, and analysis of key financial documents, enhancing efficiency in financial workflows with advanced AI technology.
Classify
Automatically detect the type of financial document, such as bank statements, loan agreements, tax forms, or invoices, and identify the issuing institution or organization.
Analyze
Leverage AI to extract key financial data, helping you understand balances, transactions, due dates, and other important details for processing.
Extract
Easily convert financial dates, amounts, and terms into standardized formats like ISO. Customize the output in JSON for seamless integration into your financial systems.
Compare
Verify and cross-reference extracted financial data with external records or documents to ensure accuracy and prevent discrepancies.
Bank Statements
Tax Returns
Loan Agreements
Invoices
Pay Stubs
Investment Statements
Purchase Orders
Insurance Policies
Credit Reports
- Total monthly income (payroll deposits) is $1389.62 ($694.81 on 2003-10-08 and $694.81 on 2003-10-28), which is relatively low compared to expenses.
- Multiple large expenses observed: Web Bill Payment MASTERCARD ($200.00 on 2003-10-14), Web Bill Payment AMEX ($300.00 on 2003-10-20), and Mortgage Payment ($710.49 on 2003-11-06).
- Account incurred overdraft fees on 2003-11-07, indicating financial strain.
- Ending balance on 2003-11-08 is negative at -$72.47, suggesting poor financial management.
- No returned checks or failed payments observed during the statement period.
- Ratio of total deposits ($1442.61) to total withdrawals ($1515.63) is 0.95, indicating expenses exceed income.
See for Yourself
Explore our demo independently using your own documents, no setup required.
