Finance & Accounting Data Extraction
Choose a document use case. Each case uses a document-specific extraction structure instead of relying on generic OCR alone.
Finance & Accounting Use Cases
Start with Bank Statement to Excel, or open another finance document case when available.
Bank Statement
Extract transactions, debits, credits, balances and references.
Open use caseInvoice Data Extraction
Extract invoice details, vendor information, totals, and line items.
Open use caseReceipt Data Extraction
Extract merchant, date, tax, total, and itemized expense data.
Open use caseVendor Statement Reconciliation
Extract invoices, payments, charges, and outstanding balances.
Open use caseCredit Card Reconciliation
Extract transaction dates, merchants, amounts, and statement details.
Open use case