It is difficult to ensure 100% accuracy while processing dozens of non-standard financial documents manually that causes inconsistency. This inconsistent financial spreading results in delayed loan approvals & lower productivity rate that means unsatisfied customers.
Semi-automated solutions like template-based OCR also falls short when it comes to adapting to these variations. These limitations are overcome by Docsumo's AI-based intelligent data extraction comes that offers end-to-end workflow automation ensuring impeccable accuracy.
Get client-specific custom account details and calculate custom ratios. Smart validation rules to enable 100% data accuracy.
You can easily add, delete and move any field.
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Automate financial spreading with Docsumo
Accurate data extraction from multiple documents such as financial statements & tax returns, in multiple file formats.
Calculate financial ratios and project future financials in the output.
Docsumo's table extraction accuracy is amongst the best in the industry. Extract financial data arranged in table(line-item) form. Multipage, nested tables we handle it all.
Standardize data and intelligently map line items from source documents to spreading templates.
Annualize across non-annual reporting periods with smart post-processing rules.
Docsumo makes it very simple to send extracted data to any other software with APIs & webhooks out of the box.
Apply filters for dates, numbers and other regular expressions to extract data in desired format.
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.
We’d love to show you how you can increase your productivity, process your documents faster and save operations cost!