Create structured financial records from parsed client documents
Create structured financial records from parsed client documents
Your client financial PDFs arrive as unstructured data, leaving asset and contribution details locked in documents and slowing reconciliation. Parsed fields are written to a central table for same-day review and reporting.
Overview
When client financial PDFs pile up, manual extraction stalls reconciliation and delays reporting. This flow parses those PDFs, enriches records via an internal lookup, and writes structured entries to your central table so ops can review and report the same day.