Document extraction
Turn stacks of PDFs, scans, and forms into clean data. The software finds the right pages, pulls and checks the fields, and flags anything unusual for review.
Typical uses
- W-2s, 1099s, and other tax forms
- Plan documents, statements, and census files
- Intake packets and signed forms
- Discovery and audit document sets
What you get
- A spreadsheet or file your systems can use
- An exceptions list for staff to review
- A record of what was processed and when

