AI document automation solutions for financial planning and analysis.

Streamline your financial planning and analysis by introducing AI to automate repetitive tasks.

500+
global customers
250M+
documents processed
10+
years experience

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

See our financial planning and analysis AI parser in action.

Our easy-to-use interface is designed for everyone, 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 does our document AI platform enhance financial planning and analysis?

In the realm of Financial Planning and Analysis (FP&A), timely and accurate data is paramount. Our Artificial Intelligence (AI) Optical Character Recognition (OCR) technology can transform FP&A workflows by automating the extraction of financial data from various sources, such as income statements, balance sheets,expense reports and more. AI OCR technology improves data accuracy by eliminating manual entry errors and enabling fast data processing. This accuracy and speed provide a robust basis for financial analysts to generate reliable forecasts, budgets, and financial models. Furthermore, this optimised data extraction facilitates quicker insights into financial health and allows more dynamic financial planning and strategic decision-making.

For instance, consider a company preparing its quarterly financial review. Traditionally, gathering all necessary financial documents and extracting relevant data manually would take considerable time and effort, leaving room for errors. Using our AI-powered OCR technology, the company can automate this entire process. Our parser scans financial documents, accurately extracts pertinent data, and integrates it into the company's financial analysis tools. This not only speeds up the review process but also ensures higher data quality, enabling more precise financial analysis and planning. Consequently, the company can make quicker, data-driven decisions to optimise financial performance.

Automatically process your financial planning and analysis 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

Export the 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 parser 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

How our AI data extractor can benefit your financial planning and analysis use case.

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

Innovative features that set us apart from the rest.

Superior accuracy

Over 20+ 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

financial planning and analysis

Case Studies

Learn how other businesses are using our parsing solutions.

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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