CAS Reader

Real time data extraction from CAS reports into organized formats

API based parsing solution for consolidated account statement. Convert CAMS, Karvy, NSDL, and CDSL PDF reports into a clean and structured Excel/CSV/JSON format.

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CAS Reader

Challenge

Investors have to go through multiple CAS reports to determine the investment potential. CAS reports often come through different sources such as CAMS, Karvy, NSDL, and CDSL with different layouts. 

Organizing this data into structured form PDF reports before analysis becomes the huge bottle-neck in this process.


Solution

With Docsumo, you can scan CAS reports or extract data in real-time. Let’s take a look at how Docsumo makes it easier for you.

With Docsumo, you can scan CAS reports or extract data in real-time. Let’s take a look at how Docsumo makes it easier for you.
Standard fields that are extracted

You can easily add, delete and move any field.

Basic Information

Equity and preference shares

Corporate and government bonds

Mutual Funds

Securities


CASM/Karvy Line Items

Folio number 

Scheme name 

Unit Balance 

NAV Date 

NAV Value 

Market Value 

Registrar

CDSL/NSDL Line Items

Scheme Name 

ISIN

Folio number 

Closing Balance 

NAV

Cumulative Amount Investment

Valuation

Advantage

< 30 sec
Processing Time
Reduce turnaround time from hours to minutes.
70%
Cost Reduction
Halve your cost of operations when processing 50k+ statements/month.
98%+
Accuracy
Reduce manual errors and get precise data

Enter your metrics to find out how Docsumo can add value!

Get a free ROI report and see the impact of your document automation project.

Tell us where you are today
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This is what your document processing operations could look like tomorrow
Based on real benchmarks from Docsumo customers, this is what we project for you and your team.
80 %
Straight through
Processing
$ 0
Total Cost
Reduced
< 30 sec
Average
processing  time
0 hrs
Total time
saved
$300k
Projected ROI

Features

Amazingly Fast Processing
Amazingly Fast Processing

It takes less than a minute to import a document, process it, extract all data fields from it and send the data to other apps.

Batch Uploads
Batch Uploads

Simply drag and drop documents from your local disk to upload your files in batches. You can also use our API or cloud integrations to automatically import your documents.

Easily Download Data
Easily Download Data

Docsumo converts PDF to CSV, Excel, JSON and XML files formats. You can download extracted data for any date range in the format you like.

Extract Tables
Extract Tables

Extract multipage tabes from PDF bank statements and convert them to excel or JSON data for downstream processing.

Integrate with API or Webhooks
Integrate with API or Webhooks

Docsumo makes it very simple to send extracted data to any other software with APIs & webhooks out of the box.

Smart Filters
Smart Filters

Apply filters for dates, numbers and other regular expressions to extract data in desired format.

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We’d love to show you how you can increase your productivity, process your documents faster and save operations cost!

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