Wasting hours copying data?
Flextract can help.
What Problem Does Flextract Solve?
If you are at a financial services firm and answer "No" to any of these questions, Flextract can help.
Do your customers enjoy the experience of sharing documents with you?
Financial advisors, lenders and accountants typically use their document storage software or client vault to collect documents. These tools are designed for robust internal collaboration and long term storage. So, they require setting up folders or accounts for each customer.
Customers now have to remember yet another username and password to upload documents occasionally.
Financial services firms need a lightweight solution for customers and prospects to easily and securely share documents.
Do you look forward organizing and renaming documents manually?
Today, Operations and Client Service teams at many financial firms manually organize and rename documents.
This boring process can take up the better part of the day for team members during busy times of the year - like tax time.
Firms need an automated system for tracking and organizing documents - without any manual work.
Do you love copying and pasting data from documents?
Complex financial documents - tax returns, account statements, company financials, insurance policies, estate plans, etc. - contain important information that must be analyzed.
But getting data out of these documents is time consuming - requiring manual copying and data entry. More importantly, manual data entry introduces errors that are expensive to fix.
Financial firms need a solution to quickly extract data from a wide variety of documents and make it available for analysis.
Stop the Paper Chase
Get up and running in minutes with Flextract's simple document uploader. No need to set up accounts or manage folder permissions for each customer.
Customers easily verify their phone number and upload documents. They don't need to remember yet another username and password. Flextract magically matches the uploaded documents to the right customers.
Your customers and prospects are busy. Save them time with Flextract's secure and streamlined document uploader.
Forget Organizing, Stay Organized
Organizing uploaded documents is an important step in ensuring you have everything you need from the customer.
Flextract reads uploaded documents, automatically identifies the document type and updates your document checklist. It can even update your files with meaningful names!
Leave the chore of organizing documents to Flextract's AI powered document classifier.
Unlock Data Buried in Documents
Analyzing documents required manually copying data and pasting into spreadsheets. Not anymore.
Flextract extracts structured data from all your documents and makes it easy to run analyses, generate reports, build dashboards and more.
Get deeper insights without tiresome data entry. Leverage the power of Flextract's deep learning document extractor.
Experience the Flextract Advantage Today
Flextract offers a powerful, automated solution to collect, organize, analyze and integrate your financial documents. Take the next step towards efficient, accurate financial document processing.