Move the document work
out of your team’s way.
Start with the process that is holding up intake. Extract the fields your team needs, review the exceptions, and pass structured data into the next step.
Lending
5 processesMCA bank statement intake
Turn a merchant’s submitted bank statement into a consistent intake record. Define the fields your analyst actually reviews, then extract each file through the shared API using that schema.
Business bank statement PDFs · Scanned statement pagesBorrower income document intake
Give loan processors a predictable record for each submitted pay stub. Capture the employer, pay period and printed earnings while retaining the original document for the reviewer.
Pay stub PDFs · Images of employer-issued pay statementsSelf-employed borrower tax intake
Start with a focused Schedule C schema to extract the tax year, business identity and selected printed amounts. Build a reviewable document record before applying your lending policy.
Prepared Schedule C PDFs · Scanned business schedulesFunding application CRM intake
Capture the business and contact information your intake team needs from a completed application. Use the structured result as input to your own CRM mapping and review process.
Completed business funding applications · Broker application PDFsLoan package intake
Prepare each incoming document for a loan package register. A small intake schema can capture the document’s visible identity and dates before your application joins the result to the case.
Individually prepared income documents · Bank statementsFinance
5 processesAP invoice intake
Replace an unstructured invoice attachment with the fields your payable intake process expects. Start with supplier identity, invoice references and amounts, then pass the checked result to your accounting workflow.
Supplier invoice PDFs · Scanned paper invoicesInvoice and PO matching preparation
Extract the purchase order reference and invoice lines into a structure your matching process can use. Keep document parsing distinct from your organization’s rules for quantities, tolerances and receiving.
PO-referenced supplier invoices · Purchase orders through a separate PO schemaCustomer purchase order entry
Turn a customer’s PO attachment into a consistent draft for your order desk. Capture what the buyer requested, then let your own process resolve products, addresses and commercial terms.
Customer purchase order PDFs · Scanned purchase ordersVendor W-9 onboarding
Capture selected W-9 fields in a consistent record for your vendor onboarding queue. Begin with identity and address information and decide separately whether your process requires sensitive identifiers.
Completed W-9 PDFs · Scanned supplier W-9 formsRemittance cash application preparation
Extract the customer’s payment reference and stated invoice allocations from a remittance document. Use the result to prepare an AR review alongside your bank and open-invoice records.
Remittance advice PDFs · Scanned payment allocation noticesInsurance
4 processesCOI renewal intake
Turn an incoming certificate of insurance into structured coverage rows and named parties. Give the reviewer a starting record for checking the renewal against your requirements and prior certificate.
Certificate of insurance PDFs · Scanned renewal certificatesPolicy renewal comparison preparation
Extract a consistent set of declaration-page fields from the expiring policy and the proposed renewal. Use separate results to prepare the account manager’s comparison worksheet.
Current policy declaration pages · Renewal declaration pagesLoss run submission intake
Turn carrier loss run PDFs into consistent claim rows for the submission worksheet your account managers already maintain. Keep the report date, policy period, and printed financial labels together so the next reviewer can understand what each amount represents.
Carrier loss run PDFs · Scanned loss history reportsFirst notice of loss intake
Extract the reported facts from a submitted loss notice into a consistent intake record. Preserve the distinction between what the reporter wrote and what the claims team later establishes, with dates, policy references, and incident text ready for review.
Completed first notice of loss forms · Scanned incident intake formsLogistics
4 processesBill of lading shipment entry
Parse a shipper’s bill of lading into a consistent shipment entry shape. Keep freight rows, weights, and unit labels attached to the correct references so an operator can review the load details before they reach the transportation system.
Shipper bill of lading PDFs · Scanned freight bills of ladingProof of delivery billing preparation
Extract the delivery references and receiving details that a billing reviewer needs from a POD image or PDF. Build a structured record alongside the original receipt, then let your existing process determine whether the billing package is ready.
Proof of delivery PDFs · Scanned delivery receiptsFreight invoice audit preparation
Prepare a carrier invoice for your audit process by extracting its shipment references and individually labeled charge rows. Preserve the printed amounts and currency so your analysts can compare them with agreements and operational records in their own systems.
Carrier freight invoice PDFs · Scanned transportation invoicesCustoms document intake
Turn a commercial invoice into a structured intake worksheet for the brokerage team. Preserve declared merchandise descriptions, quantities, currencies, and references as supplied, then hand the record to the people responsible for entry preparation and review.
Commercial invoice PDFs · Packing list PDFs using a separate schemaProperty & construction
5 processesLease rent schedule preparation
Extract explicit rent periods and lease dates into a structured draft that a lease administrator can compare with the agreement. Keep concessions and conditional language visible so property accounting receives a reviewed schedule with the right context.
Lease agreement PDFs · Lease amendments processed with their own schemaRent roll acquisition intake
Extract a seller-supplied PDF rent roll into a consistent set of unit rows. Retain the report date and original rent labels so analysts can prepare their diligence workbook without silently treating a snapshot as verified property performance.
PDF rent roll exports · Scanned unit schedulesCAM reconciliation preparation
Structure the amounts printed on a common area maintenance statement before the accounting team begins its reconciliation. Retain expense categories, stated allocations, and billed estimates separately so the reviewer can see what the landlord’s statement actually reports.
Annual CAM reconciliation statement PDFs · Operating expense reconciliation statementsConstruction pay application review preparation
Prepare the printed totals and schedule-of-values rows from a contractor payment application for your reviewer. Keep current amounts, cumulative amounts, and retained balances in distinct fields before the project team compares the application with its records.
Contractor payment application PDFs · Schedule-of-values continuation sheetsSubcontractor lien waiver intake
Extract the identifying details and visible terms from submitted lien waiver documents into a structured intake register. Give the reviewer the stated waiver label, covered period, amount, and exceptions without making a legal conclusion about the document.
Subcontractor lien waiver PDFs · Scanned progress waiver documentsTax
1 processOne process is a useful place to start.
Each workflow includes example data, editable starter fields, review checks, and a path to production. Create your schema, test representative documents, and expand when the next intake step is ready.
Compare extraction plansClassifying a business at intake?
The dedicated SIC classifier accepts applications and bank statements and returns industry codes, confidence, and evidence for underwriting review.
Try SIC classification