Products

Retab is a developer platform for extracting structured data from documents using AI.

Zera Books is an AI-powered bank statement converter and bookkeeping automation platform built for accountants, bookkeepers, CPAs, and small businesses. Upload PDF bank statements (native or scanned) and convert them into clean, import-ready Excel or CSV exports in seconds—supporting all banks worldwide using proprietary Zera AI with 99.6% extraction accuracy. Review and edit transactions before exporting, auto-categorize, detect multiple accounts, and organize conversions by client. Includes ba

Taxably is an AI intelligence layer for tax firms that enhances existing software without requiring a platform switch. It continuously monitors Google Drive and Microsoft OneDrive, uses AI vision to understand client documents, and surfaces missing items, inconsistencies, and risks before preparation begins. Taxably grounds its AI in two sources of truth: current-year tax law and the firm’s actual client documents. Firms keep their existing practice management, tax, and accounting systems whil

AI Blueprint Classifier is an enterprise-grade engineering drawing intelligence platform. It processes 2D and 3D engineering drawings and related RFQ or specification documents to extract key parameters, detect tables, and classify parts and assemblies—converting PDFs and CAD files into structured, searchable BOM and attribute data. Built for manufacturers, fabricators, and industrial teams, it accelerates quoting and engineering workflows by reducing manual document review and standardizing par

Rima builds AI agents for accountants that automate Excel workflows, document processing, and reconciliations.

DocLD is a document intelligence platform that converts PDFs, images, spreadsheets, presentations, and other supported formats into structured data.

Quixli is a document creation and organization platform built for teams, educators, developers, and content creators who need more than basic text editing. The editor includes 50+ formatting blocks — tables with color themes, code blocks with syntax highlighting, LaTeX equations, callouts, embedded PDFs, videos, Figma designs, Excalidraw diagrams, and Mermaid flowcharts. Advanced inline blocks like content calendars, Gantt charts, and SWOT matrices let you build interactive documents withou

PDF2TEXT is an AI-powered document processing platform that converts bank statements, invoices, and financial documents to Excel with 99% accuracy. It features intelligent table detection, OCR for scanned and handwritten documents, and AI verification. Built for accountants, mortgage brokers, and auditors, it exports to QuickBooks, Xero, CSV, and JSON with a zero-retention security policy.

ImageToTable.ai 1. Product Positioning ImageToTable.ai is an AI-powered data extraction tool that converts images, PDFs and documents into structured Excel, CSV or JSON outputs with high accuracy, efficiency and security. Powered by advanced LLM OCR and visual understanding, it requires zero templates and enables fully flexible data extraction. 2. Core Differentiators 1) What you say is what you get — Natural Language Extraction Extract data simply by describing what you need in plain langu

ParseField extracts data from PDF bank statements, credit card statements, invoices, and receipts into Excel, CSV, or QuickBooks/Xero-ready format. Every extracted field gets a confidence score — review only what's flagged, not every line. Side-by-side view shows the original PDF next to the extracted data for quick correction. Files are encrypted (AES-256) and auto-deleted after processing. Batch upload up to 100 files at once. Built for bookkeepers, accounting firms, and accounts payable teams

Parsli is an AI-powered document data extraction platform that automatically extracts structured data from PDFs, images, invoices, emails, Word documents, and Excel files. With a no-code schema builder and REST API, Parsli lets businesses automate data entry by defining custom fields and letting AI handle the extraction. Parsli integrates with Google Sheets, Zapier, Make, Gmail, and webhooks to fit into any existing workflow.

InvoiceParser Pro is AI-powered invoice data extraction software built for bookkeepers, accounting firms, and finance teams. Upload PDF or scanned invoices and get structured data in seconds — vendor name, invoice number, dates, line items with quantities and unit prices, multi-tax breakdowns, and validated totals.

JuSenseSheet — PDF extraction, built for humans — an invoice, a receipt — and wished the data would just organize itself? That's exactly what JuSenseSheet does.

Cloudy DocGen & Signer is a Salesforce-native solution that streamlines document generation and electronic signature workflows within a single platform. It enables businesses to create dynamic, data-driven documents such as quotes, contracts, and proposals by automatically pulling information from Salesforce records. The platform offers reusable templates, a drag-and-drop canvas builder, and customizable layouts to ensure consistent, professional documents. It supports multi-signer workflow

OrderPilot automates the processing of incoming purchase orders for distributors, wholesalers, and manufacturers. When a customer sends a purchase order by email (as a PDF, Excel file, or plain text) OrderPilot reads it, extracts every field, validates the data against your ERP, and delivers a clean, ERP-ready order in under 60 seconds. No manual data entry. No templates to configure. No IT project required. Native connectors for Microsoft Business Central, Exact Online, Odoo, NetSuite, SAP an

Retyping questions from a PDF or a printed sheet into a Google Form is a waste of time. Formify automates this. Upload a photo, a PDF, or a handwritten note, and it builds the Google Form for you. No manual data entry. No retyping. Use it to digitize worksheets, intake forms, or surveys in seconds so you can get back to your actual work.

Valitract is a Next-Gen AI-powered OCR API and no-code platform built for businesses that need fast, accurate, and scalable document data extraction without the manual effort. Whether you're processing invoices, contracts, forms, or ID documents, Valitract's intelligent extraction engine handles everything seamlessly, from parsing and validating to delivering clean, structured output in JSON, CSV, or XLS format, with visual grounding so you can see exactly where each data point comes from.

Pedfs.com is an intelligent document processing platform built for finance and accounting teams. Using AI and OCR technology, it automatically extracts data from PDFs, invoices, receipts, bank statements, and purchase orders — eliminating hours of manual data entry every week.Key features:• AI-powered PDF data extraction with 99%+ accuracy • Invoice parser that captures vendor, amount, date, line items, and tax • Expense manager for tracking and categorizing business expenses • PDF to Excel/C

Allocators use Fundamatic every day to automate fundamental but laborious fund documents and data processing tasks. Our Quietware™ philosophy produces high-performance, low-effort solutions that boost productivity, reduce costs, and help you scale your operations. As the only 100 percent technology solution in the market, we deploy faster, deliver results sooner, and assure complete transparency and data integrity. We’re proud of our user-centric product design, friendly and flexible service,

ConvertUniverse is a scriptless, privacy-first document automation platform built for operations teams. It replaces repetitive manual data entry and single-file conversions with a powerful, drag-and-drop visual workflow builder. Instead of performing manual operations on files one by one, ConvertUniverse empowers you to visually chain multiple actions into automated pipelines. Build workflows that automatically fetch files, run deep AI OCR to extract structured invoice data, merge assets, apply