Collatio
Automated ingestion, extraction, harmonization and reconciliation of data and its lineage coming from various financial, legal and operating documents. Collatio® Financial Spreading is an automated financial spreading application which enables high accuracy data extraction, reconciliation and analysis of financial statements including Balance Sheets, P&L Statements, Cashflow Statements, etc. Collatio® Invoice reconciliation enables users with automated data extraction from invoices and its reconciliation with SoWs, Purchase Orders, MSAs, etc. Collatio® Enhanced Due Diligence is an AI-based data processing application that enables entity verification and real-time validation against global checklists using internal as well as external data sources.
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DocuClipper
Extract important data from any scanned or digital PDF document. Send it to Excel, QuickBooks, and other apps. DocuClipper uses OCR technology and can pull data from any digital or scanned document. DocuClipper works with both bank and credit card statements. DocuClipper has passed an independent security review by Intuit and follows security best practices. DocuClipper automatically pulls the transactions, dates, and other relevant data from any scanned or digital PDF bank statement. Hundreds of banks are supported, from big national banks to small credit unions. Automatically import the transactions into an Excel spreadsheet or download a file that can be imported into your accounting software. DocuClipper supports QuickBooks, Xero, Sage, and other popular accounting software. Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement.
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FormX.ai
FormX is an API that extracts structured information from physical documents. It makes data entry obsolete by understanding documents with the latest AI technology. The API can capture data from Receipts, Bank Statements, Identity Documents, Business cards, Forms, Licenses, Certificates, and more. Users can even train their Custom Models using the web portal.
Its clients range from Shopping Malls that want to extract product line items from receipts to recommend better offers to customers, to Private & Public Agencies who want to speed up the COVID-relief approval process by verifying address and name from bank statements automatically.
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Tablextract
TableXtract is an AI-powered tool designed for the easy extraction of tables from PDFs and images, allowing users to convert them into Excel, CSV, or JSON formats. It automates data entry, significantly reducing the time spent on manual tasks. To use TableXtract, simply upload your document (PDF, JPG, PNG, etc.), and the AI will automatically recognize and extract tables. You can then download the extracted tables in your preferred format. TableXtract supports extraction from PDFs, images, and scanned documents, and exports extracted tables to Excel, CSV, or JSON. It uses advanced AI for accurate table recognition and structure preservation. Use cases include extracting financial data from reports, converting research article tables into spreadsheets, and transcribing tables from receipts and invoices.
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