Financial Sector

Financial Document Data Extraction

Automated recognition and data extraction from invoices, waybills, and certificates of completion in various formats.

Financial Document Data Extraction

Challenge

NDA — Client name is not disclosed under a non-disclosure agreement

The accounting department of a financial company processed thousands of invoices, waybills, and certificates of completion monthly, all in different formats. Manual data entry into the accounting system took days, and errors led to reporting discrepancies. Automation was impossible due to the diversity of document formats and layouts.

Solution

The system recognizes document structure -- tables, fields, stamps, signatures. It extracts numerical and text data, validates entries by format and context. The solution supports various document formats and automatically exports extracted data to the client's accounting system.

Results

95%
Extraction accuracy
10x
Processing speed improvement
50+
Document types supported

Technologies

OCR Data Extraction Table Processing NER

Approach

1

Document sample collection and annotation

Building a dataset with field, table, and data annotations for various document types.

2

Structure recognition model training

Training the model to identify document zones: tables, details, signatures, stamps.

3

Validation and export module development

Creating validation rules for extracted data and export formats for the accounting system.

4

Accounting system integration

Connecting to the client's ERP, automated data import, quality monitoring setup.

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