AUTOMATE FINANCIAL DOCUMENT WORKFLOWS

Extract vital summary data from any financial document in Google Drive™ and capture detailed financial figures from tax forms effortlessly with Flextract. Say goodbye to tedious manual data entry and streamline your processes.

KEY FEATURES
- Intelligent Document Analysis: Instantly index financial documents and PDFs, identifying key details like type, subject, account details, date range, and source institution.
- Financial Data Extraction: Pull relevant financial figures including income, deductions, credits, and more with ease, specifically from tax returns.
- Data Validation: Built-in checks ensure data accuracy, minimizing potential errors.
- Spreadsheet Integration: Seamlessly export extracted data to your preferred spreadsheet for in-depth analysis and reporting.

BENEFITS FOR FINANCIAL PROFESSIONALS
- Accelerate Client Onboarding: Quickly gather vital information from financial documents for expedited client setup.
- Streamline Workflows: Effortlessly extract data from a variety of financial sources, saving significant time.
- Enhanced Accuracy & Compliance: Minimize errors and ensure accurate financial analysis and reporting across different document types.
- Data-Driven Analysis: Gain deeper insights from financial data by leveraging the powerful analysis and visualization tools within your spreadsheets.

GET STARTED TODAY! 

Install Flextract to Google Drive™ and experience the power of automated financial data extraction and analysis.

PRICING

Your first 100 pages of processing are free. Please write to us at hello@entrydock.com to discuss commercial licensing.

PRIVACY AND SECURITY
Flextract takes your data privacy seriously. Please refer to our Privacy Policy for a detailed description of our privacy practices. A summary of how we handle your information:
- Google™ API Compliance: We strictly follow Google™ API policies for data usage and transfer including Limited Use Requirements
- AI for Data Extraction: To extract accurate data from your financial documents, we may utilize carefully selected AI models. We ensure that your shared data is not used for training these models.
- Your Consent Matters: By using Flextract, you agree to our use of AI models to process your data.