Zero setup, zero training
No templates, no labeled data, no schema files. Drop the document in and Docusift returns clean structured data.
For Financial Services
Document automation for Financial Services
Financial Services teams use Docusift to automate bank and brokerage statements, tax returns, financial statements, pay stubs, invoices. Advisors and analysts spread statements and returns into structured data in minutes, not hours. No templates to maintain, no model training, no schema files.
Wealth and advisory teams reconstruct a client picture from bank and brokerage statements, tax returns, and financial statements — every institution formats them differently, so building a net-worth or cash-flow view means reading each document line by line.
Docusift reads holdings, transactions, income lines, and balances off statements and returns into clean structured tables, so an advisor or analyst spreads a client in minutes and works from data instead of a retyped statement.
| Symbol | Qty | Cost basis | Market value |
|---|---|---|---|
| VTI | 120 | 24,800.00 | 31,440.00 |
| BND | 200 | 14,900.00 | 14,320.00 |
| Cash | — | — | 5,180.00 |
Example structured output
{
"document_type": "brokerage_statement",
"account_number_masked": "****4471",
"period": "2026-03-01 to 2026-03-31",
"holdings": [
{ "symbol": "VTI", "quantity": 120, "cost_basis": 24800.00, "market_value": 31440.00 },
{ "symbol": "BND", "quantity": 200, "cost_basis": 14900.00, "market_value": 14320.00 }
],
"total_market_value": 50940.00,
"confidence": 0.97
}Why teams choose Docusift
A confidence score on every field
Every value ships with a confidence score and a citation back to the source pixel in the original document, so low-confidence fields route to review instead of landing unchecked.
Fast turnaround
Seconds per document, not minutes. Built for production pipelines, not batch jobs.
Privacy first
Workspace-isolated processing, encrypted in transit and at rest, and one-click data deletion.
Frequently asked questions
What is the best document extraction tool for financial services?
For financial services teams, the best tool is one that reads bank and brokerage statements, tax returns, financial statements, pay stubs, invoices without per-vendor templates. Docusift parses every document visually, returns structured JSON with confidence scores, and pushes to QuickBooks, Xero, or your warehouse — typically inside one second per page.
How do financial services teams automate document processing?
By routing every inbound document — email, upload, scan, mobile photo — through a single extraction endpoint that returns structured data. Advisors and analysts spread statements and returns into structured data in minutes, not hours. Docusift handles the parsing; your workflow keeps the routing and approvals.
Which financial services document types does Docusift support?
Bank and brokerage statements, tax returns, financial statements, pay stubs, invoices. New types are added regularly — if your team handles a document we do not yet support, we will add it.
How is data isolated between customers?
Every workspace runs in its own scoped namespace with row-level access control. Enterprise plans support bring-your-own-storage so your documents live in a bucket you control.
Do I need to train a model first?
No. Docusift recognizes hundreds of document types out of the box. Custom fields are configured with a single sentence — no labeled training data required.
How is pricing calculated?
Pay per page processed. There is a free tier for evaluation and volume discounts for production workloads. No seat fees.
Can Docusift handle scanned or photographed documents?
Yes. The pipeline runs OCR + layout analysis + extraction in one pass, so scans, mobile photos, and native PDFs all flow through the same endpoint.
Related industries
Bring Docusift to your financial services workflow
Free tier includes 100 pages per month. No credit card required.
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