Financial Spreading

Streamline risk assessment and credit decisioning with Docsumo’s smart financial spreading automation

Improve efficiency of your risk assessment process with 100% accurate data extraction. Accelerate credits review & reduce the time taken to update a model with Docsumo’s fast and accurate intelligent document processing solution.

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Challenges with Financial Spreading

It is difficult to ensure 100% accuracy while processing dozens of non-standard financial documents manually that causes inconsistency. This inconsistent financial spreading results in delayed loan approvals & lower productivity rate that means unsatisfied customers.

Semi-automated solutions like template-based OCR also falls short when it comes to adapting to these variations. These limitations are overcome by Docsumo's AI-based intelligent data extraction comes that offers end-to-end workflow automation ensuring impeccable accuracy.

Solution

Get client-specific custom account details and calculate custom ratios. Smart validation rules to enable 100% data accuracy.

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Standard fields that are extracted

You can easily add, delete and move any field.

Balance Sheet

Asset

Liability

Equity

Form 1120

Employer's Details

Investment Income

Investment Expense

Credit Details

Form W2

Employer's Details

Tax Details

Tax Perks & Benefits

Income Statement

Revenue

Profit

Expense

Earning

Rent Roll

Property Details

Unit Details

Security & Lease Details

Why Docsumo?

99%+

Accuracy

Reduce manual errors and get precise data

< 30 sec

Processing Time

Reduce turnaround time from hours to minutes.

70%

Cost Reduction

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

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

Get a free ROI report and see the impact of your document automation project.

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

Automate financial spreading with Docsumo

Process Multiple File Types

Accurate data extraction from multiple documents such as financial statements & tax returns, in multiple file formats.

Calculate Ratio

Calculate financial ratios and project future financials in the output.

Get Table Data

Docsumo's table extraction accuracy is amongst the best in the industry. Extract financial data arranged in table(line-item) form. Multipage, nested tables we handle it all.

Standardize Data

Standardize data and intelligently map line items from source documents to spreading templates.

Advanced Post-processing

Annualize across non-annual reporting periods with smart post-processing rules.

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.

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.

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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!