Solutions and Activities
We designed and developed DocuAI, a SaaS platform that automates the
extraction of financial
transaction data from PDFs, converting it into standardized formats compatible with their
accounting systems.
This intelligent tool is designed to seamlessly handle the complexities of different
financial institutions, including Bank of America, Safra National Bank, Itaú, Pershing, and
UBS Financial Services.
Security and compliance were our priorities when designing DocuAI. That’s
why we built it on
a secure Azure environment. DocuAI never uses data for training purposes or shares it with
external entities. The only information stored by DocuAI includes the date, document name,
and document size.
This way, we managed to have the platform protect sensitive data and adhere to strict
privacy regulations, retaining only essential metadata for operational purposes.
We provided Bakery with a tool that excels in the following features:
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Log In: Access the docuAI portal using your secure credentials.
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Upload Documents: Upload the bank statement or financial report you
want to process, whether it's from a savings or checking account, or an investment
report.
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Automated Extraction: docuAI uses advanced Generative AI to convert
bank statement PDFs to spreadsheets and efficiently extract transaction data.
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Download and Import: Download the extracted data in a format ready to
be imported into Xero.