Agentic Document Extraction in Financial Services
Financial institutions process millions of documents every day—account applications, client questionnaires, KYC packs, financial statements, term sheets, the list goes on.
Manual review slows operations and makes it difficult to scale.
LandingAI transforms documents into highly accurate, verifiable, structured data so teams can reliably automate document-intensive workflows.
Why Agentic Document Extraction for
Financial Services
Scale Without Headcount
Decouple throughput from headcount by reducing manual document review and data entry. Compress cycle times across multiple document-heavy workflows.
Reduce Risk with Verified Data
The accurate extraction of borrower, customer and counterparty data reduces credit risk, fraud risk and financial crimes risk. Every downstream control benefits from higher quality inputs.
Move Faster on Every Decision
Faster decisions reduce abandonment in lending and accelerate deal closing in investment banking. At scale, speed becomes a competitive advantage.
Built for Complex Financial Documents
Intelligent document processing across retail banking, investment banking and wealth management is difficult due to the sheer diversity of document types, the inconsistent layouts and the domain-specific requirements. This complexity is compounded by multi-language content, handwriting, scanned images, photos, and legacy formats like faxes.
Accurate parsing of dense tables that span multiple pages and contain merged cells.
One pipeline for images, slides, documents, and spreadsheets including multi-page files with 1,000+ pages.
Strong recognition of multiple languages, handwriting, checkboxes, stamps and signatures.
Schema-driven field extraction with visual grounding traceable to the original document.
Use cases
Credit & Loan Underwriting
Extract borrower data from application forms and user-supplied supporting documents including proof of income, proof of assets, and identity documents.
Collapse time-to-decision from days to minutes
Decouple operational scaling from headcount
Improve portfolio quality and performance over time
Customer Due Diligence (CDD)
Find and verify required Know your customer (KYC) and Know your business (KYB) data fields in entity documents, articles of incorporation, and identity documents.
Reduce financial crime, credit and counterparty risk 
Improve AML alerting and focus investigation attention
Shrink time-to-revenue on new accounts
IB and VC Deal Analysis
Automate the biggest bottleneck in deal reviews – the analysis of financial statements, capitalization tables, company filings and pitch decks against your investment framework.
Enable faster, more consistent comparative analysis
Shift human attention up the value chain
Develop a competitive advantage in sourcing and screening
Trusted for Document-Heavy Financial Workflows
Agentic Document Extraction enables financial institutions to automate document-intensive processes that traditionally require manual review.
Very often a loan officer who gets a borrower a solid preapproval fastest earns the deal and the real estate agent’s referrals. Reconstructing income is the hardest part, and Agentic Document Extraction is the cornerstone to getting it right and traceable. Accurate data upfront means we can get a cleaner loan file to the underwriter and get to CTC faster. Get it wrong and everything downstream gets affected.”
View case study →
Agentic Document Extraction has proven to be both accurate and easy to use. We are building on that foundation to deliver reliable, transparent, and scalable automation that our customers can validate and trust.”
View case study →
Trust is the product. Accuracy alone isn’t enough at enterprise scale—what matters is provenance, traceability, and control. LandingAI gives us confidence that every extracted value can be traced back to its source, audited, and defended. That’s what makes it deployable in regulated, real-world environments.”
View case study →Our Plan Review Agent has a lot of complicated components under the hood: traversing building code knowledge graphs, reasoning across disciplines and sheets, assessing issues informed by historical projects. None of it works if we can’t trust what came off the page. ADE gave us a reliable foundation, so our team could focus on incorporating our team’s expertise into our compliance reasoning system.”
View case study →
ADE has significantly outperformed other document extractors we’ve used. It has helped us build an Agentic RAG answer engine, based on unique healthcare institutional content, to offer instant, validated support to medical professionals at the point of care.”
View case study →
We do document parsing for information retrieval and Agentic AI. Agentic Document Extraction has really helped us with our data pipeline. It's powerful, easy to use, well-designed, well-documented, and delivers great extraction performance on unstructured data.”
I appreciate its reliability and the fact that they're constantly innovating with new models, which helps us work smarter. The service is essential for handling heavy workloads in financial institutions as it provides the necessary infrastructure for high accuracy and fast throughput. I also find it adaptable to specific use cases because they're always working on new models.”
We use LandingAI's Agentic Document Extraction to build pipelines that turn unstructured text into structured data. First, the NER (Named Entity Recognition) detection has amazing accuracy. Second, the OCR capability is excellent — earlier I had to run a separate PDF extractor for text plus a separate LLM with OCR to summarize images, and now it's one step. Third, the image boundary detection is a standout.”
We ran a structured bake-off: the same five PDFs (ranging from a 12-page slide deck to a 400-page machinery manual) processed through other products and Landing AI's Agentic Document Extraction (ADE). We scored each tool on four criteria: Table fidelity, Figure extraction, Chunk typing, Scale. Landing AI ADE was the only tool that scored well on all four.”
Very often a loan officer who gets a borrower a solid preapproval fastest earns the deal and the real estate agent’s referrals. Reconstructing income is the hardest part, and Agentic Document Extraction is the cornerstone to getting it right and traceable. Accurate data upfront means we can get a cleaner loan file to the underwriter and get to CTC faster. Get it wrong and everything downstream gets affected.”
View case study →Agentic Document Extraction has proven to be both accurate and easy to use. We are building on that foundation to deliver reliable, transparent, and scalable automation that our customers can validate and trust.”
View case study →Trust is the product. Accuracy alone isn’t enough at enterprise scale—what matters is provenance, traceability, and control. LandingAI gives us confidence that every extracted value can be traced back to its source, audited, and defended. That’s what makes it deployable in regulated, real-world environments.”
View case study →Our Plan Review Agent has a lot of complicated components under the hood: traversing building code knowledge graphs, reasoning across disciplines and sheets, assessing issues informed by historical projects. None of it works if we can’t trust what came off the page. ADE gave us a reliable foundation, so our team could focus on incorporating our team’s expertise into our compliance reasoning system.”
View case study →ADE has significantly outperformed other document extractors we’ve used. It has helped us build an Agentic RAG answer engine, based on unique healthcare institutional content, to offer instant, validated support to medical professionals at the point of care.”
View case study →We do document parsing for information retrieval and Agentic AI. Agentic Document Extraction has really helped us with our data pipeline. It's powerful, easy to use, well-designed, well-documented, and delivers great extraction performance on unstructured data.”
I appreciate its reliability and the fact that they're constantly innovating with new models, which helps us work smarter. The service is essential for handling heavy workloads in financial institutions as it provides the necessary infrastructure for high accuracy and fast throughput. I also find it adaptable to specific use cases because they're always working on new models.”
We use LandingAI's Agentic Document Extraction to build pipelines that turn unstructured text into structured data. First, the NER (Named Entity Recognition) detection has amazing accuracy. Second, the OCR capability is excellent — earlier I had to run a separate PDF extractor for text plus a separate LLM with OCR to summarize images, and now it's one step. Third, the image boundary detection is a standout.”
We ran a structured bake-off: the same five PDFs (ranging from a 12-page slide deck to a 400-page machinery manual) processed through other products and Landing AI's Agentic Document Extraction (ADE). We scored each tool on four criteria: Table fidelity, Figure extraction, Chunk typing, Scale. Landing AI ADE was the only tool that scored well on all four.”
