Financial Documents — Ready-Made Extraction
Instantly extract data from invoices, purchase orders, and bank statements with our pre-trained AI models. Eliminate manual data entry and accelerate your financial workflows with 99% accuracy.
Supported File Types
Our AI engine processes all common financial document formats with industry-leading accuracy
Field Coverage Table
Our AI extracts all essential data fields from your financial documents with exceptional accuracy
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
99%+ header, 96% line-item accuracy on benchmark set.
How It Works for Finance
Our intelligent document processing platform handles financial documents with a simple four-step process
Step 1: Upload / API Call
Upload your financial document or send it via our API for processing.
Time & Cost Savings
Quantifiable benefits of automating your financial document processing
Time Savings
- Process 1,000 invoices in the time it takes to manually process 120
- Reallocate AP staff to higher-value activities
Cost Savings
- ₹9 savings per document processed
- For 10,000 docs/month = ₹90 lakh annual savings
Customer Experience Impact
Automating financial document processing doesn't just save time and money—it transforms your vendor and customer relationships. Vendors are paid 2 days sooner on average, leading to stronger supplier relationships and potential early payment discounts. AP disputes have fallen by 30% due to higher accuracy, reducing friction in your business relationships and freeing up staff time for more strategic activities.
Developer Output
Clean, structured JSON output ready for integration with your financial systems
{
"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
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 Processing Guides
How document intelligence applies to invoices, bank statements, and lending workflows.
ECOA Compliance OCR: When the Explanation Model Lies
Fair lending content states the legal rule clearly. Almost none explain the mistake of explaining a decision using a model that didn't actually make it.
State Mortgage Document Requirements: The Escrow Gap
Mortgage document guides cover attorney states versus title states well. Almost none mention the escrow interest obligation that follows a loan for years.
Bank Statement OCR Pricing: What 99% Actually Means
Pricing pages list per-page costs and headline accuracy numbers clearly. Almost none explain what 99% field accuracy actually means once it compounds.
Multi-Account Bank Statement OCR: Two Problems, Not One
Aggregation vendors describe deduplication and merged reporting well. Almost none distinguish a true duplicate from an internal transfer that looks identical.
Bank Statement Fraud Detection: Beyond the Metadata
Fraud detection content covers metadata fields and reconciliation checks. Almost none explain the PDF structure layer a forger can't simply scrub clean.
Real-Time Bank Statement Processing: The Training Trap
Real-time underwriting content covers live decision latency in real depth. Almost none address point-in-time correctness in the training data itself.
Extract finance data in seconds.
Transform your financial document processing with our AI-powered OCR solution. Reduce costs, save time, and improve accuracy.