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Financial Documents: Ready-Made Extraction

Extract data from invoices, purchase orders, and bank statements with pre-trained models. Accuracy is benchmarked by document type: 93% on invoice line items and 91% on multi-page bank statement tables.

Request Financial OCR Demo

Field Coverage Table

The fields DocsAPI returns for each financial document, as structured JSON

HHeader Fields

  • invoice_numberInvoice Number
  • invoice_dateInvoice Date
  • due_dateDue Date
  • vendor_nameVendor Name
  • vendor_addressVendor Address
  • vendor_tax_idVendor Tax ID
  • customer_nameCustomer Name
  • customer_addressCustomer Address
  • customer_tax_idCustomer Tax ID
  • payment_termsPayment Terms

LLine-Item Fields

  • item_descriptionItem Description
  • item_codeItem Code
  • quantityQuantity
  • unit_priceUnit Price
  • discountDiscount
  • tax_rateTax Rate
  • tax_amountTax Amount
  • line_totalLine Total

DDerived Metrics

  • subtotalSubtotal
  • total_taxTotal Tax
  • total_amountTotal Amount
  • currencyCurrency
  • discount_totalDiscount Total
  • shipping_costShipping Cost
  • tax_verificationTax Verification

2026 benchmark: 93% on invoice line items, 91% on multi-page bank statement tables.

How It Works for Finance

Our intelligent document processing platform handles financial documents with a simple four-step process

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Step 1: Upload / API Call

Upload your financial document or send it via our API for processing.

Multiple Upload Options
Drag & drop, API integration, or batch processing

Time & Cost

Your savings depend on your volume and what a document costs you today. Here is what we can measure, and how to work out the rest.

Time

Manual Key-in
Every field by hand
DocsAPI
About 1.1 s per page
  • Speed measured in our 2026 benchmark, including the network round-trip
  • People only see the documents with fields flagged for review

Cost

Manual
Your loaded cost per document
DocsAPI
From $0.02 per page
How to work it out:
  • Time ten documents keyed by hand and multiply by the loaded hourly cost
  • Compare with per-page pricing plus the time spent on flagged fields

Customer Experience Impact

Vendors and customers notice when documents stop waiting in a queue. Invoices get captured the day they arrive, so payments are less likely to slip and early-payment discounts are easier to catch. Fields the engine is unsure about are flagged before anyone pays, which means fewer awkward calls about wrong amounts.

Same day
Invoices captured as they arrive
Flagged
Unclear amounts checked before payment

Developer Output

Clean, structured JSON output ready for integration with your financial systems

invoice-extraction-response.json
{
  "document_type": "invoice",
  "confidence_score": 0.98,
  "header": {
    "invoice_number": "INV-2023-0042",
    "invoice_date": "2023-05-18",
    "due_date": "2023-06-17",
    "vendor": {
      "name": "Acme Supplies Ltd",
      "address": "123 Business Park, Mumbai 400001",
      "tax_id": "GSTIN98765432109"
    },
    "customer": {
      "name": "DocsAPI Technologies",
      "address": "456 Tech Hub, Bangalore 560001",
      "tax_id": "GSTIN12345678901"
    },
    "payment_terms": "Net 30"
  },
  "line_items": [
    {
      "item_description": "Office Supplies",
      "item_code": "OS-123",
      "quantity": 5,
      "unit_price": 120.00,
      "tax_rate": 18,
      "tax_amount": 108.00,
      "line_total": 708.00
    },
    {
      "item_description": "Software License",
      "item_code": "SL-456",
      "quantity": 1,
      "unit_price": 1200.00,
      "tax_rate": 18,
      "tax_amount": 216.00,
      "line_total": 1416.00
    }
  ],
  "summary": {
    "subtotal": 1800.00,
    "total_tax": 324.00,
    "total_amount": 2124.00,
    "currency": "INR",
    "tax_verification": true
  }
}

Integration Options

REST API
Webhooks
SDK
Batch Processing

Audit Trail

Every document processed through our system maintains a complete audit trail from ingestion to extraction. Track who uploaded the document, when it was processed, and any manual corrections made. This comprehensive audit trail ensures compliance with internal controls and simplifies regulatory audits.

GST e-Invoice Support

Our system fully supports GST e-Invoice requirements in India. It can extract data from GST e-Invoices, validate the information against the GST portal, and ensure compliance with the latest regulations. The system also helps in preparing GST returns by categorizing transactions correctly.

Financial document OCR turns invoices, purchase orders, bank statements, and similar documents into structured data your systems can use. Which page you need depends on the document in front of you, and the accuracy you can expect depends on the document type more than on the tool.

Which financial document do you have?

An invoice is a bill from a supplier, and the work around it is accounts payable: reading line items, matching them to purchase orders, and catching duplicates. A purchase order is the buyer's record of what was ordered, and it is the document invoices are matched against. A bank statement is a multi-page transaction table that lenders read to judge cash flow. Pay stubs, tax forms, and loan packets sit in the lending guides further down this page.

Start with the page that matches your document, then use the guides below for your specific workflow.

What accuracy to expect by document type

Accuracy changes a lot by document. In our 2026 benchmark, invoice line items read at 93% and multi-page bank statement tables at 91%. Clean typed text read at 97-99%, while handwriting read at 78% and phone-photographed receipts at 76%. Reading takes about 1.1 seconds per page and pricing starts at $0.02 per page. Your own documents are the real test, so bring a sample to the demo.

Financial Document Processing Guides

How document intelligence applies to invoices, bank statements, and lending workflows.

Extract finance data in seconds.

Transform your financial document processing with our AI-powered OCR solution. Reduce costs, save time, and improve accuracy.