extract data from your Operating Statement with document ai

An operating statement is like a report card for your business. It shows how well you've done in terms of revenues and expenses over a period. But compiling this report card, especially for larger businesses with multiple revenue streams and cost centers, can feel like you're trying to grade a whole school at once.
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A folder full of Operating Statements

Structured Tables

Document AI adapts to your documents to extract, structure & automate Operating Statement workflows.
Operating Statement May 2023
Operating Statement Jun 2023
Operating Statement Jul 2023
Operating Statement Aug 2023
Operating Statement Sep 2023
Operating Statement Oct 2023
Operating Statement Nov 2023
Operating Statement Dec 2023
Operating Statement Jan 2024
Untitled Table
Documents
Documents
find
upload
export
run workflow
Document
Portfolio Co
Transactions
Company
Company
Company
01
Invoice_Contractor_1
Contractor_1
Apple
20403
Document
Document
Document
02
Invoice_Contractor_1
Sonos
20403
Document
Document
Document
03
Invoice_Contractor_1
Spotify
20403
Document
Document
Document
04
Invoice_Contractor_1
Figma
20403
Document
Document
Document
05
Invoice_Contractor_1
Figma
20403
Document
Document
Document
06
Invoice_Contractor_1
Adobe
20403
Document
Document
Document
07
Invoice_Contractor_1
Adobe
Document
Document
Document
Document

Personalized for your Use Case

Document AI adapts to your documents to extract, structure & automate Operating Statement workflows.
industry
Document AI can automate the creation of operating statements by pulling data from various financial systems and documents.
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Use Document AI to analyze operating statements over time, identifying trends and providing predictive insights.
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Document AI can generate narrative reports explaining key points in the operating statement, aiding in investor communication.
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Automatically compare your operating statement with industry benchmarks to identify areas for improvement.

Security-first Infrastructure

The secure and compliant way to enable Operating Statement 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

Move your Operating Statement data to you Apps

Extract any data from your Operating Statements and send to apps you use at work.