Document Intelligence

Financial Document Engine

Upload P&Ls, balance sheets, cash flow, aging, debt schedules and more. The AI auto-classifies, extracts data, maps accounts, and updates dashboards.

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Drag & drop PDF, XLSX, CSV, or images
OCR is applied automatically to scanned PDFs & images. Files stored locally in your secure browser repository.
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Select a document to see classification, extracted KPIs, mapped accounts, trends, and banker concerns.