Document Intelligence

Upload financial documents — AI extracts structured data

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AI Extraction Engine

Drop any document — get structured data in seconds

Supports PDFs, Excel, scanned invoices, bank statements, supplier contracts, branch P&Ls. Auto-categorizes and links to the right module.

Drop files here or click to upload

PDF, Excel, JPG, PNG • up to 25MB each

Invoices
Bank statements
P&L
Contracts

Q3-2026 Sales Report.xlsx

Financial Report

2.4 MB2 hours ago

1284 fields extracted

Bank Statement Oct 2026.pdf

Bank Statement

780 KB5 hours ago

412 fields extracted

Supplier Invoice — Almarai.pdf

Invoice

320 KBYesterday

28 fields extracted

Branch P&L — Riyadh 24.xlsx

Branch Report

1.1 MBJust now

Extracting… 64%

Cash Receipt 11302.jpg

Receipt

180 KBYesterday

6 fields extracted

What gets extracted

AI mappers wired to each document type

Invoices

  • Vendor & date
  • Line items + tax
  • Payment terms
  • Auto-create AP entry

Bank Statements

  • All transactions
  • Auto-reconcile
  • Categorization
  • Cash flow update

Branch P&L

  • Revenue & COGS
  • Operating expenses
  • Compare vs target
  • Variance flags

Contracts

  • Counterparty
  • Value & terms
  • Renewal dates
  • Margin computation
Standard Template — Document Intelligence

Document index with extracted amounts. · Imports into data_entries

Upload your filled template (or any Excel)

AI will auto-detect columns and match them to template fields.

AI Excel Analysis — Document Intelligence

Upload an Excel file — AI extracts KPIs, charts, and recommendations.

Drop Excel file or click to upload

.xlsx / .xls / .csv • AI extracts insights & charts