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Streamline Your Finance Investement Banking Finance with DocExtract

How DocExtract is revolutionizing finance industry

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Overview

Financial institutions handle a massive volume of documents daily — from customer KYC forms and loan files to account statements and compliance reports. Many of these documents come in scanned, printed, or handwritten formats, making manual data entry slow and error-prone. DocExtract is built to solve this problem. It uses advanced AI to automatically extract, organize, and structure information from these documents, reducing processing time and ensuring accuracy. By streamlining document workflows, DocExtract helps banks, insurance companies, and NBFCs become more efficient, compliant, and responsive.

Sneak Peak Into DocExtract

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Sneak Peak Into DocExtract

Invoice Preview

INVOICE

#INV-2025-001

Date: 18/06/2025

Due: 18/07/2025

From:

TechCorp Solutions

123 Business St

New York, NY 10001

To:

ABC Company

456 Client Ave

Boston, MA 02101

Web Development $2,500.00
Consulting $1,200.00
Total: $3,700.00

Extracted Data

Scanning invoice with DocExtract...

How DocExtract can help you with finance

In the world of financial services, every document matters — and delays or errors can have serious consequences. DocExtract takes the pressure off by automatically reading and extracting key data from scanned forms, handwritten notes, and printed files. Whether it's verifying a customer’s identity, reviewing loan details, or preparing reports for auditors, DocExtract ensures that information is captured correctly and fast. This reduces the need for manual reviews and repetitive tasks, helping teams focus on what matters most. With DocExtract in place, institutions can accelerate customer onboarding, reduce processing backlogs, and maintain complete, accurate digital records.
Automated Accounts Payable Processing
Instantly extract data from vendor invoices, POs, and expense receipts to accelerate payment cycles and reduce manual errors.
Streamlined Expense Management
Capture details from employee expense receipts and automate policy checks for faster reimbursements and improved budget control.
Automated GST & TDS Reconciliation
Automatically reconcile purchase data with GSTR-2A/2B to ensure accurate filings and maximize input tax credit (ITC).
Audit-Ready Digital Archives
Maintain a secure, searchable repository of all financial documents for seamless internal and statutory audits.
Regulatory compliance is a constant challenge for financial institutions. One missed signature or wrong date can cause audit issues or legal problems. DocExtract minimizes these risks by validating extracted data, flagging missing fields, and organizing everything in a clear, trackable format. It integrates easily with core banking systems, CRMs, and document management platforms, making it simple to search, retrieve, and report information when needed. By automating these tasks, DocExtract not only helps teams stay compliant but also saves valuable time during audits and internal reviews — giving stakeholders the confidence that their processes are secure and up-to-date.