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  1. Financial Automation
  2. Financial Record Keeping
  3. Financial data automation

Extract and update financial data from uploaded documents

This automation extracts financial data from uploaded documents and automatically stores them in your centralized archive while updating your database with accurate links and records. It eliminates manual data entry by parsing document fields and syncing new information in real time. As a result, you maintain error-free, organized financial records and gain timely insights for smarter decision-making.

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