Financial Services
Production-ready document processing to accelerate growth
Trusted by leading AI teams
Build financial products that feel seamless
Extract in Milliseconds
Users shouldn't stare at a loading spinner. Fast mode parses receipts in real time for snappy, user-facing expense flows.
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Split Large Bundles Instantly
Loan packets arrive as massive PDFs with dozens of bundled docs. Automatically segment applications, disclosures, and supporting documents to unblock downstream processing.
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Fill Forms Programmatically
Precise field mapping for FSA enrollment and claims. Detect and fill text fields, checkboxes, and signature blocks without maintaining templates.
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Parse State-Specific Formats
Entity names, registered agents, authorized shares. Extract accurately from Articles of Incorporation regardless of state or filing type.
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Handle Any Vendor Format
No two vendors send the same invoice. Pull line items, totals, and payment terms from any layout without custom parsers.
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See financial services documents parsed side by side
Side-by-side layout detection and markdown parsing across providers on real statements, invoices, and trade finance documents.
Receipt
Transaction confirmation with itemized charges and totals.
Frequently asked questions
Any document your financial product depends on, extracted accurately at a per-page cost that holds up at production volume, with no custom parsers to maintain. That includes receipts, invoices, bank statements, W-9s, loan packets, FSA enrollment and claims forms, and Articles of Incorporation from any state. Teams like Brex, Mercury, Square, and Upstart use Extend for this.
Yes. Fast mode parses receipts in real time for user-facing expense flows. Brex needed low latency so users weren't left waiting on uploads, so Extend fine-tuned dedicated models on private GPU infrastructure that avoided latency spikes. Those models made real-time reimbursement logic possible: Brex now categorizes expenses and flags out-of-policy purchases instantly across 30,000+ customers. Read the Brex case study.
Yes. Splitting segments large loan packet PDFs into applications, disclosures, and supporting documents so each one routes to the right downstream processing.
No. Extend pulls line items, totals, and payment terms from any invoice layout without custom parsers, and detects and fills text fields, checkboxes, and signature blocks without maintaining templates. Vendr ran a bakeoff across the market and found Extend had the best results of any solution. Read the Vendr case study.
