1. Upload a sample
Start with financial pdfs, scans, invoices, statements, and reports and create a dedicated Box.
Financial data extraction software
Extract Financial Document Data Into a Consistent Schema
Standardize fields and tables from invoices, statements, and financial reports before they enter accounting, analytics, or operations workflows.
No credit card Review before export CSV, Excel, JSON, PDF
Source document Ready
Structured output
Document IDs
Captured value
Entity names
Captured value
Reporting periods
Captured value
Dates
Captured value
Currencies
3 rows extracted
Input
financial PDFs, scans, invoices, statements, and reports
Process
AI extraction, OCR when needed, batch processing, and human review.
Output
reviewed financial fields and table rows
How it works
A document layer for financial operations
Financial documents arrive in many layouts even when they describe the same concepts. Vendor invoices label totals differently, banks organize transactions in different columns, and scanned reports may contain no machine-readable text at all.
Parsinto provides a configurable extraction layer for those documents. Teams define the values they need, process related files, review the output, and export structured data to the system where accounting, analysis, or approval continues.
Configurable schema
Extract the fields your workflow needs
Start with AI-suggested fields, then edit the names and table columns so the output matches your process.
Document IDs
Entity names
Reporting periods
Dates
Currencies
Amounts
Line items
Transaction rows
Three steps
From source document to structured output
2. Define and extract
Use suggested fields or edit the schema, then process related documents in a batch.
3. Review and export
Check the extracted values and download reviewed financial fields and table rows.
Use cases
Built for real document workflows
Keep the extraction step focused, auditable, and easy to hand off.
Accounting operations
Prepare invoice and statement data for reconciliation, review, and controlled imports.
Financial analysts
Build a consistent source table from recurring PDF reports before analysis.
Shared services
Standardize document intake across business units, suppliers, and institutions.
Evaluation checklist
What to check before you scale
Supports multiple financial document types
Separates fields from repeating tables
Includes reviewer control
Produces portable output formats
Why teams use Parsinto
Configurable output
Name the fields and table columns around your own process.
Digital PDFs and scans
Use OCR only when needed while keeping one extraction workflow.
Review before handoff
Inspect extracted values before they reach another person or system.
Portable formats
Export CSV, Excel, JSON, or PDF instead of locking data into one destination.
FAQ
Questions about financial data extraction software
Which financial documents can Parsinto process?+
Common examples include invoices, bank statements, financial reports, remittance documents, purchase orders, and related business PDFs.
Does Parsinto perform accounting or financial advice?+
No. Parsinto extracts and structures document data. Accounting treatment, analysis, and decisions remain in your downstream process.
Can it extract tables as well as totals?+
Yes. Templates can combine document-level fields such as a total with repeating tables such as transactions or line items.
Can the data be exported to JSON?+
Yes. Reviewed results are available as JSON, CSV, Excel, or PDF.
Keep exploring
View all tools Related document workflows
Try financial data extraction software with your own document
Create a Box, upload a representative file, review the suggested fields, and see whether the output matches your workflow.
Start extracting free