Document Intelligence for Financial Firms
Process thousands of statements, receipts, and invoices automatically. Extract structured data, surface insights, and eliminate manual entry — so your team can focus on what matters.
Trusted by accounting firms, bookkeepers, and financial advisors nationwide
Built for Financial Document Processing at Scale
Everything your firm needs to go from paper-heavy to data-driven.
Statement Processing
Ingest credit card and bank statements in bulk. Transactions are automatically extracted, categorized, and ready for analysis within minutes.
Receipt & Invoice Capture
Upload receipts and invoices at scale. Line items, totals, and vendor details are extracted automatically — no manual data entry required.
Search & Analytics
Query across all your financial documents instantly. Drill into transactions, track spending patterns, and generate reports your clients need.
Statement Management
- Bulk-import credit card and bank statements
- Automatic transaction extraction and categorization
- Cross-reference transactions across multiple accounts
Receipt & Invoice Processing
- Capture receipts and invoices from any source
- Automatic line-item extraction and vendor matching
- Organize by client, project, or cost center
Transaction Search
- Full-text search across all transactions
- Filter by date range, amount, vendor, or category
- Export results for client reporting
Document Search
- Search receipts by vendor, amount, or line item
- Instant retrieval across your entire document archive
- Audit-ready document trails
