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Portfolio Tracking
Analysis
Transactions
find
upload
export
run workflow
Document
Ticker
Company
Investment (ref)
Shares Owned (ref)
Date
01
Q4_Income_Statement_2024
$AAPL
Apple, Inc.
$94.32M
409,635
2024-10-15
02
Annual_Report_2024
$MSFT
Microsoft, Inc.
$211.9M
511,011
2024-12-05
03
Q2_Balance_Sheet_2024
$AMZN
Amazon, Inc.
$185.6M
1,072,014
2024-07-30
04
Cash_Flow_Statement_2024
$TSLA
Tesla, Inc.
$28.18M
128,423
2024-03-31
05
Annual_Report_2023H2
$GOOG
Alphabet, Inc.
$76.69M
466,990
2024-02-28
06
Balance_Sheet_2024
$META
Meta, Inc.
$116.61M
225,710
2024-02-28
07
Balance_Sheet_2023
$NVDA
Nvidia, Inc.
$18.12M
168,986
2024-01-20
08
Vendor Management
Vendor Documents
Transactions
find
upload
export
run workflow
Document
Vendor
Transaction ID
Amount
Status (ref)
Date of Approval
01
PO_2024_0001
Office Depot
PTP-001-24
$50,750
Approved
2024-10-15
02
INV_2024_0023
MongoDB
PTP-023-24
$2,794
Paid
2024-12-05
03
REQ_2024_0007
Cisco Systems
PTP-007-24
$72,450
Pending Approval
2024-07-30
04
EXP_2024_Q1_001
B & B, Inc.
PTP-EXP-Q1-24
$12,435
Approved
2024-03-31
05
RN_2024_0045
Amazon Web Services
PTP-045-24
$110,000
Pending Approval
2024-02-28
06
PV_2024_0089
Facebook Ads
PTP-089-24
$112,400
Approved
2024-02-28
07
PO_2024_0120
Facebook Ads
PTP-120-24
$1,280
Paid
2024-01-20
08
Order Tracking
Customer Documents
Transactions
find
upload
export
run workflow
Document
Document Type
Customer
Amount
Status (ref)
Date of Approval
01
SO_2024_1001
Sales Order
Walmart
$5,750,000
Fulfilled
2024-10-15
02
INV_2024_1001
Invoice
Walmart
$2,794,300
Paid
2024-12-05
03
SH_2024_0023
Shipping Manifest
Walmart
$7,300,254
Shipped
2024-07-30
04
CM_2024_0005
Credit Memo
Best Buy
$300,000
Issued
2024-03-31
05
RC_2024_1001
Receipt
Walmart
$110,000
Recorded
2024-02-28
06
BOL_2024_0089
Bill of Lading
Kroger
$112,400
In Transit
2024-02-28
07
SO_2024_1015
Sales Order
Home Depot
$1,280,240
Processing
2024-01-20
08
Company Contracts
Documents
find
upload
export
run workflow
Document
Contract Type
Party
Contract Value
Status (ref)
Date of Expiration
01
EMP_2024_0023
Employment Contract
John Smith
$5,750,000
Active
2024-10-15
02
NDA_2024_0045
NDA
Cloud Services Inc.
$2,794,300
Signed
2024-12-05
03
LEA_2024_0007
Lease Agreement
WeWork, Inc.
$7,300,254
Active
2024-07-30
04
SLA_2024_0012
Service Level Agreement
Global Ventures LLC
$300,000
Under Review
2024-03-31
05
PAR_2024_0003
Partnership Agreement
J&J, Inc.
$110,000
Active
2024-02-28
06
LIC_2024_0018
Licensing Agreement
Walmart
$112,400
Under Review
2024-02-28
07
CON_2024_0031
Consulting Agreement
Jane Smith
$1,280,240
Active
2024-01-20
08

Unstructured documents

Structured tables

Document AI adapts to your documents to extract, structure & automate document workflows.

fetch

Fetch PDF, PNG, XLSX or TXT documents via email, API or manual upload.

structure

Structure your tables with column definitions to validate extracted data.

extract

Extract & visualize data from any unstructured document in tables.

automate

Move your data with 300+ integrations with the apps you use at work.

Built-in workflows for 100+ Documents

Pick from 100+ templatized document workflows to get started quicker.
Rent Roll
Unit Number
Lease Details
Rent Amount
Balance
Name and Address
Bill of Lading
BOL
Number
Carrier Name
Description of Goods
Weight
Special Instructions
Inspection Report
Safety Inspection Forms
Inspector Name
Item or Area Inspected
Inspection Criteria
Observations
Pass or Fail Status
Payslip
Pay Stubs, Wage Slips
Employee Name
Pay Period
Gross Pay
Deductions
Net Pay
Delivery Note
Proof of Delivery, POD
Delivery Note Number
Date and Time
Order Number
Recipient Signature
Name and Address
Bank Statement
Account Number
Statement Period
Balance
Transaction Details
Deposits
Maintenance Report
Equipment ID
Maintenance Details
Technician Name
Date and Time
Invoice
Number
Issue Date
Due Date
Name and Address
Line Items
W9 Form
Request for Taxpayer Identification Number and Certification
Company Name
Federal Tax Classification
EIN
Certification
Name and Address
Tax Return
Income Tax Returns, ITR
SSN
Year
Filing Status
Income
Deductions and Credits
Certificates of Analysis
COA
Product Name
Batch or Lot Number
Test Parameters
Test Results
Specification Limits
T12
Trailing 12-month operating statement
Name and Address
Operating Income
Operating Expenses
Net Income
Purchase Order
PO
Number
Vendor Information
Shipment Information
Number
Payment Information
Safety Data Sheet
SDS
Product Identifier
Hazard Identification
Information on Ingredients
First-Aid Measures
Fire-Fighting Measures
Reciept
Cashier ID
Tax Amount
Number
Total Amount
Payment Information
Training Record
Training Logs
Training Course Name
Duration of Training
Trainer Name
Certification Status
Date and Time
Bill of Materials
BOM
Part Number
Revision Number
Unit of Measure
Special Instructions
Name and Address
Incident Report
Accident Reports
Location of Incident
Persons Involved
Description of Incident
Injuries or Damages
Actions Taken
Customs Declaration
Customs Form, Entry Form
Declaration Number
Country of Origin
Country of Destination
Description of Goods
HS Codes
Packing List
Packing Slips
Package Count
Weight
Name and Address
Line Items
Number
Operating Statement
P&L Statement, Profit and Loss Statement
Period Covered
Revenue
COGS
Gross Profit
Operating Expenses
Shipping Label
Parcel Labels
Tracking Number
Package Weight
Estimated Delivery Date
Name and Address
Shipment Information

Security-first Infrastructure

The secure and compliant way to enable Document AI workflows.
General Data Protection Regulation
Compliant
California Consumer Privacy Act
Compliant
ISO 27001
Certification in Progress
Data Processing Agreement (DPA) available on request.
Data stored & processed exclusively in European Union & United States of America.
Anonymized data for reinforcement learning
No customer data used for LLM Training
AES-256 & TLS 1.3 Encrpytion
Annual Internal Security Audits
Role-based Access Control
Continuous monitoring & Incident response
Employee Background Checks
Annual Internal Security Audits

Insights from the Industry

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Simple, no-nonsense pricing

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$299

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1000 pages Included
$0.4/page after 1K pages
Plan Add-ons
2 Connected Apps
30 mins run frequency
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$499

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5000 pages Included
$0.25/page after 5K pages
Plan Add-ons
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1 min run frequency
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10,000 pages & up
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