Finanzdienstleistungen - Automatisierte Dokumentenverarbeitung mit KI

Extract and transfer financial data from PDFs and emails in seconds with AI

Extract and transfer relevant financial data from PDFs and emails into your Excel spreadsheets or any business software in seconds – no training, no IT knowledge needed, and up to 95% faster than manual data entry processes.

You Challenge:

Employees waste a lot of time manually entering relevant financial data from emails and PDF documents into Excel spreadsheets or other target systems—whether by typing or copy-pasting—and validating it, instead of focusing on more value-added tasks for your company.

Manually searching through hundreds of pages to find relevant financial data is frustrating.

Das Durchforsten von hunderten Seiten, um relevante Finanzdaten zu finden, ist frustrierend.

Checking financial data?

Typing or copy&pasting relevant data into excel-sheets and checking it for accuracy is tedious.

Writing text content?

Creating relevant text content for your customer reports is time-consuming and doesn't scale.

Our solution for the finance industry

With smartextract, you can manage your flood of documents - no repetitive typing, no transcription errors. Our flexible, AI-supported solution takes care of these routine tasks for you so that your employees can concentrate on value-adding activities again. Save time and costs from day one.

Our Features

Automatically and accurately extract financial data from documents.

Put an end to sifting through and manually extracting data from multi-page financial documents. Increase your productivity and accuracy with our AI-powered financial data extraction.

Effortless verification of extracted financial data.

Stop the tedious manual review of extracted financial data. Our solution provides a clear visualisation and direct editing of extracted data next to the respective PDF pages. Simplify your workflow and minimise errors with our user-friendly interface.

Text content generation

Say goodbye to time-consuming creation and summarisation of text content from financial reports. Our solution enables human-like text generation and summarisation that accurately and efficiently creates relevant content. Save time and create high-quality text with our advanced AI.

Seamlessly transfer extracted financial data into your software applications.

Simplify the tedious and error-prone transfer of financial data and text into Excel or report templates. With our solution, you can transfer everything seamlessly into Excel or your templates with just a few clicks. Save time and reduce errors with our user-friendly UI.

Process financial documents in 3 steps

Choose an out-of-the-box AI model, customize it, or create your own model – or let us build one for you. Precise AI models tailored to your use cases.

Select AI Model

Out-of-the-box KI Modell auswählen, anpassen oder eigenes Modell erstellen oder durch uns erstellen lassen.

Import Documents or Emails

Manually upload your PDFs, use an API, or forward your emails directly to smartextract. Your documents are processed quickly and with minimal effort.

Transfer Validated Data

Review the extracted data using our user-friendly interface or unique scripting logic, and seamlessly transfer everything to your software with just one click. Save time and eliminate transmission errors.