Agentic Document Extraction in Financial Services

Automate financial statement extraction, KYC, and contracts to reduce manual work, improve compliance, and accelerate outcomes — built for financial services automation.

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Why Use Agentic Document Extraction  for Financial Services?

Agentic Document Extraction from LandingAI enables rapid deployment and reliable outcomes without additional training requirements, ideal for scalable financial services automation across document-heavy workflows.

Reduce Manual 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. Agentic supports financial data extraction using intelligent models designed for unstructured content in complex document ecosystems.

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, empowered by intelligent document processing in financial services environments.

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. Enhance speed and quality with financial data extraction tools tailored to banking and lending needs.

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 checks powered by intelligent document processing financial services solutions.

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 through faster financial data extraction and approval pipelines.

Invoice & Financial Statement Extraction

DOCUMENT TYPES: Invoices, Receipts, Balance Sheets

Streamline accounts processing, improve data accuracy, and enable real-time financial insights through financial document automation and structured data transformation.

Credit Underwriting Document Review

DOCUMENT TYPES: Credit Reports, Income Documents, Employment Proofs

Automate risk assessment, reduce turnaround times, and support smarter lending decisions through document automation for financial services processes.

Tax Document Analysis

DOCUMENT TYPES: 1040s, W-9s, Business Returns, Schedules

Simplify tax workflows, increase compliance, and reduce workload with financial data extraction tools designed for parsing structured and semi-structured forms.

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Trusted by teams at

“

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.”

Dr. Declan Kelly

Founder and CEO, Eolas Medical

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Agentic Document Extraction Features

Agentic Document Extraction offers comprehensive analysis from layout recognition to advanced image interpretation, enabling document management in financial services with complete transparency and control.

Parsing

Enrichment

Field Extraction

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

Accelerate Decision-Making & Approvals icon

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