AI-Powered Document Intelligence for Banking & Financial Services
FinDocX automates data extraction from complex financial documents with no templates required. The AI-powered solution reduces manual processing by 90% while delivering 99%+ accuracy for reliable, efficient document intelligence.
Unlock Scalable Efficiency for the Future of Finance
Cut costs, move faster, and stay compliant
Reduce Operational Costs at Scale
Automate high-volume, document-heavy workflows—like KYC, loan processing, and invoice handling—to significantly lower manual labor costs while improving accuracy.
Accelerate Decisions and Improve Customer Experience
Extract structured data in seconds to speed up credit approvals, onboarding, and financial reviews—delivering faster service and a smoother experience for both clients and teams.
Ensure Compliance and Strengthen Risk Controls
Enable audit-ready, regulation-compliant workflows with accurate data extraction and validation—seamlessly integrating structured outputs into ERP and core systems.
Real-World Financial Use Cases: Solved with FinDocX
Accelerate workflows, boost accuracy, and unlock actionable insights across onboarding, lending, risk, and compliance.
Customer Onboarding & KYC Automation
Manual KYC checks delay onboarding. Accelerate customer onboarding and identity verification by extracting key information from identity documents - cutting processing from days to hours.
Mortgage & Loan Application Processing
Loan approvals require cross-verifying applicant data. FinDocX extracts and validates key information automatically, cutting processing time by 60% with higher accuracy.
Credit Underwriting & Risk Assessment
Credit decisions rely on accurate analysis of financial data. Automate credit risk evaluation by extracting critical financial data needed for informed lending decisions—fast, accurate, and scalable.
Account Maintenance & Service Requests
Enable real-time document processing for account updates, address verification, and other service requests through secure and automated workflows.
Financial Statement Extraction & Analysis
Turn complex financial reports into actionable insights by extracting structured data from unstructured files—enabling instant analysis and forecasting.
Tax Document Analysis & Filing
Simplify tax workflows and increase compliance by automatically parsing structured and semi-structured tax forms for accurate reporting.
Supported Document Types
These supported documents are grouped into key categories:
Identity & Compliance (KYC / AML)
IDsPassportsDriver’s LicensesUtility BillsBank Statements (Proof of Address)Signed Compliance Forms
Copied!
