Banking & Finance
Process financial documents without cloud risk.
ParseFlow extracts transaction details, account data, and loan information from sensitive financial PDFs — everything stays on your Mac.
Documents
Document types ParseFlow handles
01
Account Statements
Extract transaction lists, running balances, fees, and interest charges.
02
Loan Documents
Pull principal amounts, interest rates, payment schedules, and collateral details.
03
KYC Forms
Parse identity details, address verification, and compliance documentation.
04
Financial Reports
Extract balance sheets, income statements, and cash flow data from annual reports.
Workflows
How ParseFlow helps
01
Digitize bank statements
Extract transaction data from PDF statements for reconciliation and analysis.
Buy Now{
"account_number": "string",
"statement_period": "string",
"transactions": [{
"date": "date",
"description": "string",
"amount": "number",
"balance": "number"
}]
}02
Process loan applications
Extract key terms from loan documents for portfolio management and risk assessment.
Buy Now{
"loan_number": "string",
"borrower": "string",
"principal": "number",
"interest_rate": "number",
"term_months": "number",
"monthly_payment": "number"
}03
Streamline KYC workflows
Parse identity and compliance documents to accelerate customer onboarding.
Buy Now{
"full_name": "string",
"date_of_birth": "date",
"nationality": "string",
"id_type": "string",
"id_number": "string",
"address": "string"
}