Transform Financial
Document Processing

Automate the extraction and processing of financial documents with AI-powered technology. From bank statements to loan applications, eliminate manual data entry and ensure regulatory compliance while reducing processing time by up to 95%.

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Why Financial Services Choose toSchema

Purpose-built for financial institutions with enterprise-grade security, regulatory compliance, and the accuracy your business demands.

Reduce Time

Cut document processing time by up to 95% with automated data extraction and validation.

Ensure Compliance

Built-in validation rules ensure regulatory compliance and reduce audit risks.

Minimize Errors

Eliminate manual data entry errors and improve data accuracy across all financial documents.

Scale Operations

Handle increasing document volumes without proportional staff increases.

Common Financial Document Challenges

From routine bank reconciliation to complex loan underwriting, automate your most time-consuming document processes.

Bank Statements & Reconciliation

Automate transaction categorization and reconcile statements with accounting systems

Mortgage & Loan Applications

Extract applicant data, income verification, and property details from complex loan documents

KYC & Identity Verification

Process identity documents, proof of address, and compliance documentation

Tax Forms & Returns

Extract data from various tax forms with built-in validation and error detection

Expense Reports & Receipts

Process employee expense claims with policy validation and approval workflows

Financial Statements Analysis

Extract and analyze P&L, balance sheets, and cash flow statements automatically

Ready-to-Use Financial Templates

Get started immediately with our pre-built templates optimized for financial document processing and regulatory compliance.

Finance & Accounting
Financial Report Analysis
Extract and analyze comprehensive financial reports including P&L statements, balance sheets, cash flow statements, and narrative sections. Automate financial analysis, identify trends, and generate insights for better financial decision-making.
  • Complete report analysis
  • Financial statement extraction
  • Corporate structure insights
  • Auditor findings review
P&L Analysis
Balance Sheet
Cash Flow Statement
Chairman's & Directors' Reports
Corporate Information
Auditor's Report
Risk Factors
Financial Notes
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Accounting
Invoice Data Extraction
Automatically convert invoice PDFs and images into structured JSON data. Reduce manual data entry, eliminate errors, and streamline your accounting workflow. Perfect for integration with CRM systems, accounting software, and automated payment processing.
  • Automatic data extraction
  • CRM integration ready
  • Reduced processing time
  • Error prevention
Invoice Numbers
Amounts
Tax IDs
Addresses
Due Dates
Line Items
VAT Rates
Payment Terms
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Utilities
Utility Bill Analysis
Process recurring utility and service invoices from multiple providers into a standardized format. Automate data entry, track usage patterns, and ensure timely payments with accurate data extraction.
  • Multi-provider support
  • Usage tracking
  • Payment automation
  • Historical analysis
Provider Details
Account Numbers
Billing Periods
Usage Metrics
Due Amounts
Payment History
Service Details
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Ready to Transform Your Financial Document Processing?

Join leading financial institutions who have already automated their document workflows. Start your free trial today and see results in minutes.

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