The AI platform for financial report processing

Extract any data from any financial report with unmatched accuracy. With Affinda's AI agents, you can build custom financial report automation models in minutes, not months. Automate your whole workflow to achieve straight-through financial report processing at scale.

How to automate financial report processing with Affinda's AI

Upload your financial reports, your way

Email, drag and drop or API.

Watch as it extracts your financial report data

Sit back and watch as it splits and classifies files, identifies data fields, extracts information and transforms the output to suit your needs.

Automatically route the data to your systems

No manual data entry required.

Extract any information from any document, fast

Example of automated data extraction from a document in Affinda

Create models in seconds

Upload a document and Affinda will predict the information you want to extract, letting you automate document processing in just a few clicks.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically transforms data into a format your business system recognizes, ensuring extracted information is ready for downstream processing. Have a bespoke need? Use natural language to describe how you want the data to appear.

Example of how to configure data transformations in the Affinda Platform

Apply business logic

Write validation rules in natural language to apply your business logic to the data. This will ensure the output meets your organization’s requirements and enable straight-through processing.

Pathway 1: Use our AI integrations agent

Non-developers can create integrations with ease. Choose from 400+ downstream systems and describe how you want the integration to work, using natural language. Affinda’s AI agent will write custom code to connect to your downstream system.

Pathway 2: Write your own code

Developers can easily connect Affinda with their systems using our client libraries. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your needs.

Integration platform and software logos

Get AI agents to process your financial reports

Example of business logic verifying accuracy of extraction in the Affinda Platform
Example of billing credits in the platform
Platform preview of instant AI learning from examples
Examples of seamless integrations supported in Affinda with no-code or API set up
Preview of flexible configuration of document fields on a payslip
List of security layers continuously monitored by Affinda

Automate financial report processing with 99%+ accuracy

Extract data from any financial report, in any format or layout, with more than 99% accuracy. Nested tables? Consolidated accounts? Multi-level notes? No problem. Our AI financial report data extraction software eliminates errors and costly rework.

See ROI in weeks, not months

Start processing financial reports in days with fast onboarding and usage-based pricing. Our AI agents learn from just a handful of examples, delivering measurable ROI within weeks, not months.

AI that instantly learns from your financial report and adapts

Affinda's financial report parser is the only intelligent document processing platform with instant learning. It improves with every correction you make, adapting to your financial data in real time to handle even the most complex reporting structures with human-like precision.

Easy integration, zero disruption

Affinda connects directly with QuickBooks, Xero, Sage, ERP systems, business intelligence tools and compliance platforms. No ripping out systems, no change-management headaches. Integrate it easily – with code or without.

Configure your financial report model, customize and maintain control

Build and manage your own intelligent financial report processing solution with the Affinda Platform, or leverage our team to set up and support. Maintain full control, make updates anytime without relying on us and scale effortlessly.

Enterprise-grade security

Financial reports contain confidential data that demands the highest level of protection. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, giving you enterprise-grade security and the peace of mind your finance teams need.

Combine the best of artificial and human intelligence

99%+

accuracy in information extraction

10+

years of IP combined with the latest AI innovations

500M+

documents processed

50+

languages, supporting customers globally

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No need to talk to sales. Get started now

Gain all the features from day one. With a free trial, discover how easy it is to extract any information from any document, fast.

Sign up for free

No sales calls, no credit cards and no hidden features. Get all the power in your hands from day one.

Upload documents

Drag and drop, email or upload via API. Affinda can handle any document, any file type and any layout with ease.

See the magic

Watch as the platform predicts the information you want to extract, letting you build models in minutes, not months.
Brisbane city bridge on river

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

 

Enhanced auditability and tracking of invoice approvals

Busy port with plane flying overhead

Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

 

Automatic validation of documents against ERP system

Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

  • High accuracy parsing across multiple languages
  • Improved customer experience thanks to better structured data
  • Stronger compliance with international data security and software standards
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Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

Frequently asked questions

What is financial report processing?
What is financial report data extraction?
What is financial report extraction?
What is an financial report parser?
What is financial report line extraction?
What data fields can Affinda’s AI financial report processing software extract?
What file types does Affinda’s AI financial report processing solution support?
How does Affinda process financial reports and extract financial report data?
Can Affinda extract data from scanned or image-based financial reports?
What language does Affinda’s AI financial report automation platform support?
Does Affinda integrate with accounting software and ERP systems?
What are some examples of AI financial report workflow automations?
What is an financial report OCR data extractor?