AI-Agents for Document Processing in Financial Services
Agents help financial services businesses stay on top of client needs, financial records, and risk.
Turn listed PDF pages into one file in the order requested.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsConvert incoming scan attachments into text for review by email.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsTurn each submitted page photo into text on its matching case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsTurn report PDFs into CSV files and note cells needing review.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
