Document Processing for Financial Services
Automate invoice processing, reconciliation, and financial reporting. Handle complex financial documents with confidence and accuracy.
Book a DemoFinancial Document Challenges
Financial organizations process millions of documents annually. Manual processing creates bottlenecks, increases costs, and introduces compliance risks.
Invoices
Thousands of invoices in different formats from various vendors and suppliers.
Bank Statements
Multiple formats from different banks requiring reconciliation and analysis.
Tax Documents
W-2s, 1099s, receipts, and supporting documents for compliance.
Financial Reports
Consolidating data from multiple sources for accurate reporting.
How TableFlow Transforms Financial Operations
Intelligent Invoice Processing
Extract data from any invoice format automatically. Our AI understands line items, tax calculations, and payment terms across vendors.
- Process invoices from email, PDF, or paper
- 3-way matching with POs and receipts
- Automatic GL coding and approval routing
invoice.pdfstructured_data.jsonBank Reconciliation Automation
Match transactions across bank statements, credit cards, and internal records. Identify discrepancies instantly and maintain audit trails.
- Parse statements from 100+ banks
- Intelligent transaction matching
- Exception handling and reporting
Auto-match rate
Time saved
Expense & Receipt Management
Turn receipts and expense reports into structured data. Ensure compliance with company policies and tax regulations automatically.
- Mobile receipt capture and processing
- Policy compliance validation
- Integrated with major ERP systems
Receipts
Validated
ERP
Financial Services Benefits
Reduce Processing Costs
Cut invoice processing costs by up to 80%. Eliminate manual data entry and reduce errors.
Accelerate Cash Flow
Process invoices faster, capture early payment discounts, and improve working capital management.
Improve Compliance
Maintain complete audit trails, ensure policy adherence, and reduce compliance risks.
Financial Services Use Cases
Accounts Payable Automation
Process vendor invoices from intake to payment. Reduce processing time from days to minutes with intelligent automation.
Read about invoice automationExpense Report Processing
Extract data from receipts and credit card statements. Enforce policies and speed up reimbursements.
Learn about expense automationBank Statement Reconciliation
Match transactions across multiple accounts and systems. Identify discrepancies and maintain clean books.
Explore reconciliationTax Document Processing
Extract data from W-2s, 1099s, and tax forms. Prepare filings faster with accurate data extraction.
Learn about tax automationReal Results for Financial Teams
85%
Cost reduction
10x
Faster processing
95%+
Accuracy rate
< 1 week
Implementation
Frequently Asked Questions
Get answers to common questions about our AI document processing platform
Ready to Transform Your Financial Operations?
Join leading financial services companies automating their document workflows with TableFlow.