Financial Data Extraction Agent

Transform complex for credit decisions

How It Works

Our AI agent derives standardized intelligence from multi-format data in four streamlined steps

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Ingest

Multi-format financial documents with context-aware processing

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Extract

Balance sheets, income statements, and cash flow data intelligently

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Deliver

Explainable financial analysis in customer-specified formats

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Standardize

Key financial ratios into uniform credit assessment templates

Transforming Due Diligence

Our Financial Data Extraction agent transforms complex multi-format financial data into standardized intelligence, reducing credit assessment time drastically. The system navigates inconsistent document formats and data deficits while delivering context-aware financial analysis with explainable insights.

Current Industry Challenges

  • iconFinancial data scattered across inconsistent formats including scanned PDFs and images
  • iconContext-critical information buried in notes sections and indirect references
  • iconMulti-language financial documents in both Roman and non-Roman scripts complicate extraction
  • iconManual standardization of diverse financial representations into uniform templates
Man reviewing documents

Our Solution

  • iconProcess any financial document format with intelligent context-awareness capabilities
  • iconAuto-classify and derive financial data points from notes and indirect mentions
  • iconHandle complex multi-language processing across Roman and non-Roman scripts seamlessly
  • iconGenerate standardized financial templates with explainable ratio analysis insights
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Data Sources

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Annual reports and financial statements

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Bank statements

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Scanned PDFs and image-based financial documents

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Multi-format financial filings

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Engineered for Performance

See the dramatic difference our automated process makes

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Manual Process

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    Processing time

    20-min

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    Accuracy rate

    95–96%

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    Daily capacity

    500 docs/ team

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Automated Process

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    Processing time

    2 mins

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    Accuracy rate

    98–99%

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    Source coverage

    10,000+ docs