Overview

Manually extracting data from daily financial transactions can be a time-consuming and error-prone task. Whether you're dealing with bank statements or investment reports in PDF format, your accounting team has to navigate the unique layouts of various financial institutions to convert bank statement PDFs to spreadsheets and extract daily transactions from PDFs. This process can be cumbersome, requiring significant effort to import data into your ERP or accounting software, such as Xero or Memory Conty.

Introducing docuAI

docuAI automates the entire data extraction process, freeing up your accounting team to focus on more strategic tasks. This intelligent tool is designed to seamlessly handle the complexities of different financial institutions' formats, ensuring accuracy and efficiency.

Key Benefits

Efficiency: Automate the extraction of transaction data from bank statements and financial reports, reducing manual labor and the potential for errors.
Ease of Use: Simply log in to the docuAI portal, upload your bank statement or financial report, and let docuAI do the rest.
Compatibility: docuAI supports a wide range of financial institutions, including Bank of America, Safra National Bank, Itaú, Pershing, and UBS Financial Services. The extracted data can be effortlessly downloaded and imported into Xero or Memory Conty for seamless integration with your existing systems.

How It Works

Log In: Access the docuAI portal using your secure credentials.
Upload Documents: Upload the bank statement or financial report you want to process, whether it's from a savings or checking account, or an investment report.
Automated Extraction: docuAI uses advanced Generative AI to convert bank statement PDFs to spreadsheets and efficiently extract transaction data.
Download and Import: Download the extracted data in a format ready to be imported into Xero or Memory Conty.

Data Privacy and Security

docuAI prioritizes your data's security and privacy. With a secure connection to Azure, all sensitive data is transmitted safely over the network. Rest assured, your data is never used for training purposes or shared with external entities. The only information stored by docuAI includes the date, document name, and document size. This approach ensures compliance with privacy regulations and provides you with peace of mind. For more details about data privacy, visit this link.

Support

For any pricing inquiries or support needs, please contact our dedicated support team at support@getdocu.ai.

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