AI document automation solutions for the banking & finance industry.

Streamline banking & finance document workflows and improve efficiency with AI documents parsing and processing solutions.




monthly users


documents processed

10+ years

of document IP

Affinda is trusted by some of the world's leading organisations

See our banking & finance AI in action.

Our easy-to-use interface is designed for everyone to parse banking & finance documents, with no training required for use.

Want to try the free tool?

Open this web page on a desktop device to upload your documents and see how it works for yourself.

How do our AI document processing solutions help automate document workflows in banking & finance?

Navigating the complexity of financial documents in the banking & finance industry poses immense challenges. Traditional methods of document processing are not only laborious but also prone to error, leading to potential financial inaccuracies and compliance issues. Our AI-powered Optical Character Recognition (OCR) document processing solutions effectively address this problem by automating necessary document workflows, which facilitates reduced processing times, minimises manual effort, promotes error-free operations, and encourages smart financial management. Our suite of AI solutions includes an OCR Invoice Extractor, OCR Receipt Extractor, OCR Credit Note Extractor, OCR Purchase Order Extractor and OCR Account Statement Extractor.

Using Affinda's document AI solutions in the banking and finance industry offers key benefits. They substantially increase efficiency by automating the extraction of key details from documents, reducing manual work and boosting productivity. Their advanced machine learning capabilities ensure accurate data capture, reducing human errors. In addition, our AI-powered OCR document extractor can lead to significant cost savings through reduced manual input and more efficient processes. Their faster processing times also improve customer service. Overall, Affinda's AI-powered OCR document processing solutions significantly elevate productivity, accuracy, cost efficiency, and service in the banking & finance industry.

Automatically process your banking & finance documents in four simple steps.

Step 1

Upload your documents to Affinda directly to our app, or by integrating with email or document management platforms

Step 2

Our AI-powered OCR data extractor will automatically scan, extract, label and categorise the data on the documents in seconds.

Step 3

Parse the documents' data in a structured and usable format. Integrate our AI-powered OCR data extractor with any downstream system or platform to use your data where you need it most.

Step 4

Need an AI data extractor customised to your specific business needs? Our expert team can build a model tailored to your business workflows that integrates seamlessly with existing processes.

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

Michael Zhao

AI Product Manager | SEEK

Innovative features that set us apart from the rest.

Superior accuracy

Over 50+ fields extracted

Supports multiple file formats: PDF, JPG, PNG

Highly flexible and customisable

Supports over 56 languages

Upload and extract in bulk

Self-learning models improve over time

Seamless upstream and downstream integration

banking & finance

How our AI data extractor can benefit your banking & finance business.

Simplify business workflows

De-clutter your business processes with a solution that seamlessly consolidates a diverse range of data, reducing complexity in business workflows and promoting effortless, streamlined operations.

Save time and money

Leave the repetitive, menial tasks to the AI, and do what you do best - talk to real people. Resume parser, job description parser, and candidate search and match can free up hours in your work week.

Reduce manual data entry

Our solution delivers speed and accuracy, handling data processes in seconds and freeing your team from tiresome data input. This not only saves time, allowing focus on vital tasks, but also significantly cuts business costs.

Enhance business productivity

Our solution streamlines data extraction, analysis and management, quickly transforming unstructured data into actionable insights. This boosts productivity and accelerates decision-making, driving business growth.

Case Studies

Learn how other businesses are using our solutions for recruitment.

Resume Parser & Resume Redactor: Supporting ATS providers to enhance accuracy, performance & combat bias in recruitment

Learn how Affinda supports ATS providers to combat bias in recruitment while enhancing accuracy and performance with our AI Resume Parser & Redactor.

Document AI Platform: Felix streamlines insurance document processing and reduces manual data input by 76%

How Felix streamlines insurance document processing and reduces manual data input by 76% with Affinda's Document AI Platform.

Need to automate your business workflows? Contact us.

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