Why Use Agentic Document Extraction for Financial Services?
Agentic Document Extraction from LandingAI enables rapid deployment and reliable outcomes without additional training requirements.
Reduce Manul Review Efforts
Automate data extraction and verification from a wide range of documents—including IDs, financial statements, and tax forms—to dramatically reduce processing times for customer onboarding, loan approvals, and credit underwriting.
Meet Compliance Requirements
Minimize errors and risk by leveraging visual grounding for information extracted from documents. Ensure compliance with regulatory standards when processing documentation for Know Your Customer (KYC), tax analysis, and loans.
Boost Customer Satisfaction
Streamline onboarding, underwriting, and financial processing for a seamless customer journey. Free up staff from repetitive tasks, lower operational costs, and provide real-time insights for smarter business decisions.
Use Cases
Know Your Customer (KYC) & Customer Onboarding
DOCUMENT TYPES: IDs, Utility Bills, Bank Statements
Accelerate customer verification, reduce fraud risk, and ensure compliance with automated document checks.
Mortgage & Loan Document Processing
DOCUMENT TYPES: W-2s, Pay stubs, Tax Returns, Banks Statements
Speed up approvals, minimize manual errors, and enhance the borrower experience with fast, accurate data extraction.
Invoice & Financial Statement Extraction
DOCUMENT TYPES: Invoices, Receipts, Balance Sheets
Streamline accounts processing, improve data accuracy, and enable real-time financial insights.
Credit Underwriting Document Review
DOCUMENT TYPES: Credit Reports, Income Documents, Employment Proofs
Automate risk assessment, reduce turnaround times, and support smarter lending decisions.
Tax Document Analysis
DOCUMENT TYPES: 1040s, W-9s, Business Returns, Schedules
Simplify tax workflows, increase compliance, and lower operational costs through intelligent document parsing.
Agentic Document Extraction Features
Agentic Document Extraction offers comprehensive analysis from layout recognition to advanced image interpretation, ensuring you capture every crucial detail for enhanced decision-making and streamlined workflows.
Parsing
Enrichment
Structured Schema Extraction
& Classification
Enterprise Security
FAQs
What file types are supported?
Agentic Document Extraction supports PDF files and image formats compatible with PIL, such as PNG and JPEG.
Which languages are supported?
Agentic Document Extraction supports multiple languages. Extraction accuracy depends on script type, image quality, and document formatting. Learn more
What is “Grounding”?
Grounding refers to metadata that identifies the location of each extracted chunk(such as text blocks or tables) within a document, including page number and bounding box coordinates.
What is the pricing for Agentic Document Extraction?
Refer to the pricing page for current options or contact us for custom plans.
Additional Resources
MORE INFO
Turbocharge Document Understanding Apps with Landing AI’s Agentic Document Extraction
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Agentic Document Extraction: 17x Faster, Smarter, with LLM-Ready Outputs