For Fintech

Document automation for Fintech

Fintech teams use Docusift to automate bank statements, pay stubs, invoices, receipts, kyc documents, utility bills. Product teams read any user-uploaded document through one API without owning an OCR stack. No templates to maintain, no model training, no schema files.

A fintech product that touches money — lending, expense, accounting, payments — eventually has to read a document a user uploads: a bank statement, an invoice, a pay stub. Building that extraction in-house means an OCR pipeline, a model, and a maintenance burden that is not your core product.

Docusift is that layer as an API: a single REST endpoint returns deterministic JSON with per-field confidence, so your product reads any document without owning the extraction stack. Per-tenant isolation keeps each of your customers' data separated by architecture, never sold.

Example: a checking-account statement parsed by Docusift
DateDescriptionDebitCreditBalance
2026-04-02OPENING BALANCE4,182.55
2026-04-03ACH DEPOSIT — ACME PAYROLL3,600.007,782.55
2026-04-05CARD 4471 — AWS EMEA212.407,570.15
2026-04-09CHECK 10431,500.006,070.15
Example structured output
{
  "document_type": "bank_statement",
  "account": {
    "bank": "First National",
    "account_number_masked": "****4471",
    "period": "2026-04-01 to 2026-04-30"
  },
  "opening_balance": 4182.55,
  "closing_balance": 6070.15,
  "transactions": [
    { "date": "2026-04-03", "description": "ACH DEPOSIT — ACME PAYROLL", "amount": 3600.00, "type": "credit", "balance": 7782.55, "confidence": 0.99 },
    { "date": "2026-04-05", "description": "CARD 4471 — AWS EMEA", "amount": -212.40, "type": "debit", "balance": 7570.15, "confidence": 0.98 }
  ]
}

Why teams choose Docusift

Zero setup, zero training

No templates, no labeled data, no schema files. Drop the document in and Docusift returns clean structured data.

98%+ field accuracy

Every value ships with a confidence score and a citation back to the source pixel in the original document.

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 fintech?

For fintech teams, the best tool is one that reads bank statements, pay stubs, invoices, receipts, kyc documents, utility bills 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 fintech teams automate document processing?

By routing every inbound document — email, upload, scan, mobile photo — through a single extraction endpoint that returns structured data. Product teams read any user-uploaded document through one API without owning an OCR stack. Docusift handles the parsing; your workflow keeps the routing and approvals.

Which fintech document types does Docusift support?

Bank statements, pay stubs, invoices, receipts, KYC documents, utility bills. 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.

Bring Docusift to your fintech workflow

Free tier includes 100 pages per month. No credit card required.

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