CAS Reader

Real time data extraction from CAS reports into organized formats

API based parsing solution for consolidated account statement. Convert CAMS, Karvy, NSDL, and CDSL PDF reports into a clean and structured Excel/CSV/JSON format.

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Challenge

Investors have to go through multiple CAS reports to determine the investment potential. CAS reports often come through different sources such as CAMS, Karvy, NSDL, and CDSL with different layouts.

Organizing this data into structured form PDF reports before analysis becomes the huge bottle-neck in this process.

Solution

With Docsumo, you can scan CAS reports or extract data in real-time. Let’s take a look at how Docsumo makes it easier for you.

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Standard fields that are extracted

You can easily add, delete and move any field.

Basic Information

Equity and preference shares

Corporate and government bonds

Mutual Funds

Securities

CASM/Karvy Line Items

Folio number

Scheme name

Unit Balance

NAV Date

NAV Value

Market Value

Registrar

CDSL/NSDL Line Items

Scheme Name

ISIN

Folio number

Closing Balance

NAV

Cumulative Amount Investment

Valuation

Advantage

< 30 sec

Processing Time

Reduce turnaround time from hours to minutes.

70%

Cost Reduction

Halve your cost of operations when processing 50k+ statements/month.

99%+

Accuracy

Reduce manual errors and get precise data

Enter your metrics to find out how Docsumo can add value!

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Tell us where you are today

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This is what your document processing operations could look like tomorrow

Based on real benchmarks from Docsumo customers, this is what we project for you and your team.

80 %

Straight through
Processing

$ 0

Total Cost
Reduced

< 30 sec

Average
processing time

0 hrs

Total time
saved

$300k

Projected ROI

Features

Amazingly Fast Processing

It takes less than a minute to import a document, process it, extract all data fields from it and send the data to other apps.

Batch Uploads

Simply drag and drop documents from your local disk to upload your files in batches. You can also use our API or cloud integrations to automatically import your documents.

Easily Download Data

Docsumo converts PDF to CSV, Excel, JSON and XML files formats. You can download extracted data for any date range in the format you like.

Extract Tables

Extract multipage tabes from PDF bank statements and convert them to excel or JSON data for downstream processing.

Integrate with API or Webhooks

Docsumo makes it very simple to send extracted data to any other software with APIs & webhooks out of the box.

Smart Filters

Apply filters for dates, numbers and other regular expressions to extract data in desired format.

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Watch Docsumo in action

We’d love to show you how you can increase your productivity, process your documents faster and save operations cost!