Stop paying your highly-skilled accountants to type numbers from PDF bank statements into spreadsheets. DocFlow reads those documents automatically and puts the numbers exactly where they need to go. It works 24/7 without coffee breaks, so your team can focus on advising clients instead of data entry.
Our AI engine ingests PDFs of any format—invoices, W-2s, or bank statements—and intelligently identifies key data fields. It eliminates 95% of manual data entry work instantly.
Numbers aren't just extracted; they are populated directly into your spreadsheets (Excel/Google Sheets) or formatted for import into accounting software like QuickBooks and Xero.
The system flags any low-confidence data points for human review, ensuring 99.9% accuracy. Your team only reviews the complex 3% of cases.
All processed documents are encrypted and stored in an organized, searchable cloud vault. Retrieve any client document from years past in seconds.
Connect DocFlow directly to your firm's internal databases or CRM. Ensure every client financial profile is automatically updated and synced in real-time.