Financial Doc Agent

Upload Any financial document - DocVision reads them, extracts every number and detail, and organizes everything so you can search, reconcile, and build on top of your data.

Built-in support for

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Simple pricing. Pay per document.

01

Precision

Maximum accuracy for complex, multi-page documents.

Best for detailed invoices, multi-page bank statements, and documents where every number matters.

highest accuracy. deep extraction. full validation.

Our most powerful model reads complex layouts, handles multi-currency documents, and catches inconsistencies automatically.

Start Free
$0.04 per page

02

Express

Fast and affordable for high-volume, straightforward documents.

Best for standard receipts, simple invoices, and high-volume processing where speed is the priority.

great accuracy. fast processing. lower cost.

Same intelligent extraction at half the price. Ideal when you're processing hundreds or thousands of similar documents.

Start Free
$0.02 per page

Three layers. One platform.

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1. Smart Extraction

Pick from 15 built-in document schemas or let AI generate a custom one for your specific needs. No code, no templates, no training.
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2. Upload Anywhere

Drag and drop, email forwarding, mobile capture, API, or webhook. Your documents flow in however works best for you.
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3. AI Extraction

Our AI reads every field - amounts, dates, line items, currencies - and turns them into clean, structured data.
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4. Browse and Search

Organize documents in folders, search across all your data instantly, and find any transaction or line item in seconds.
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5. Reconcile

Match invoices to payments, bank entries to receipts. Link any data point to any other, building a complete money flow picture.
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6. Build with AI

Use the Integrated Claude-Code AI Builder to create custom workflows, reports, dashboards, and mini-apps on top of your data.

Any Type. Any Input. Any Use Case.

Financial documents shouldn't live in a black hole.

Invoices come in by email. Receipts pile up in folders. Bank statements sit in PDFs nobody opens.

The data inside those documents is valuable - but getting it out means copy-pasting, manual entry, or expensive integrations that break whenever the format changes.

DocVision turns every financial document into structured, searchable data the moment it arrives - so you can stop chasing numbers and start using them.

Before

Scattered
Data

INV-847$12,450MISSING
Receipt??Lost
Bank?$8,200Unmatched

× Hours of manual entry

× Documents lost in email

× No way to cross-reference

Chaos Level
After

Everything
Connected

Extraction

Auto

Every field

Search

Instant

All docs

Reconcile

1-click

Cross-doc

Custom

AI Apps

No code

Your Workflow

UploadExtractAct
Clarity

YOUR DOCUMENTS ALREADY HOLD THE ANSWERS. WE MAKE THEM ACCESSIBLE.

Not just extraction.
A complete financial document workspace.

GET STARTED

Stop managing documents. Start using the data inside them.

Upload a document, see structured data in seconds.
No setup. No configuration. Just results.

Layer 1 - Smart Extraction

Choose from 15 ready-made schemas or describe what you need and let AI build one for you. Every field - amounts, dates, line items, tax details - gets extracted automatically with no manual rules.

Layer 2 - Built-in Apps

Browse documents in folders, search across everything instantly, reconcile invoices against bank statements. All the tools you need to manage financial data, built right in.

Layer 3 - Integrated Claude-Code AI Builder

Need a custom report? A specific workflow? A mini-app for your team? The Integrated Claude-Code AI Builder lets you create exactly what you need on top of your data - without writing code.

Questions?
We have answers.