Process financial documents without cloud risk.

ParseFlow extracts transaction details, account data, and loan information from sensitive financial PDFs — everything stays on your Mac.

Document types ParseFlow handles

Account Statements

Extract transaction lists, running balances, fees, and interest charges.

Loan Documents

Pull principal amounts, interest rates, payment schedules, and collateral details.

KYC Forms

Parse identity details, address verification, and compliance documentation.

Financial Reports

Extract balance sheets, income statements, and cash flow data from annual reports.

How ParseFlow helps

Digitize bank statements

Extract transaction data from PDF statements for reconciliation and analysis.

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Example Schema
{
  "account_number": "string",
  "statement_period": "string",
  "transactions": [{
    "date": "date",
    "description": "string",
    "amount": "number",
    "balance": "number"
  }]
}

Process loan applications

Extract key terms from loan documents for portfolio management and risk assessment.

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Example Schema
{
  "loan_number": "string",
  "borrower": "string",
  "principal": "number",
  "interest_rate": "number",
  "term_months": "number",
  "monthly_payment": "number"
}

Streamline KYC workflows

Parse identity and compliance documents to accelerate customer onboarding.

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Example Schema
{
  "full_name": "string",
  "date_of_birth": "date",
  "nationality": "string",
  "id_type": "string",
  "id_number": "string",
  "address": "string"
}

Ready to automate your banking & finance workflows?

Start extracting structured data from PDFs in minutes. One-time purchase, works offline.

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