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 connect via API.

Watch as it extracts your financial report data

Affinda's AI reads your financial reports with impressive contextual understanding. It splits and classifies documents, extracts and validates data, then transforms the output to match your business needs.

Automatically route the data to your systems

No manual data entry required. Affinda integrates seamlessly into your existing tech stack.

Extract any information from any document, fast

Example of automated data extraction from a document in Affinda

Create models in seconds

Upload a financial report and watch as Affinda instantly predicts the data fields you need – from balance sheets to cash flow figures – helping you automate financial report processing in just a few clicks.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically converts extracted financial report data into the format your accounting software or ERP system needs, ensuring it's ready for immediate use. Need something custom? Use natural language to describe how you want the data structured.

Example of how to configure data transformations in the Affinda Platform

Apply business logic

Write validation rules in plain language and apply your own business logic to ensure figures meet compliance standards and internal thresholds. This guarantees the output is audit-ready and enables straight-through financial report processing.

Affinda's AI reads, understands and extracts data from any financial report or document

Pathway 1: Use our AI integrations agent

Create integrations with ease, even if you're not a developer. Choose from 400+ business systems and describe how you want your financial report processing integration to work, using natural language. Affinda's AI Integrations Agent will generate the code to make it happen.

Pathway 2: Write your own code

Easily connect Affinda with your systems using our client libraries. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your financial report processing 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
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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

Experience Affinda’s full document processing capabilities from day one. With a free trial, discover how fast and easy it is to extract any data from any invoice.

Sign up for free

No sales calls, credit cards or gated features. Your free trial gives you full access to our AI document processing platform.

Upload your documents

Drag and drop, email or upload via API. Affinda's platform handles any document in any format and any layout.

See the magic

Watch as the platform predicts and extracts the data you need, letting you build document processing models in minutes.
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
An artist painting on a community wall

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 a financial report OCR data extractor?