Finance Sector

Intelligent Financial Document Processing with AI

Process invoices, bank statements, and financial documents with artificial intelligence. Cut costs from R$150 to R$2 per document.

Challenges

The bottlenecks of the finance sector

Manual processing of financial documents is expensive, slow, and prone to errors that can lead to significant losses.

High Costs

Up to R$150 per manually processed document, including labor and rework.

Data Entry Errors

Manual transcription of amounts, tax IDs, and dates causes errors that impact reports and balance sheets.

Slow Processes

Weeks to process batches of invoices, statements, and accounting documents.

Solutions

How Textualiza solves it

AI tools built for every type of financial document.

Invoice Processing

Automatically extract tax IDs, amounts, line items, taxes, and dates from electronic and paper invoices.

Bank Statements

Process statements from any bank. Categorize transactions, identify patterns, and generate consolidated reports.

Insurance Policies

Extract coverages, insured amounts, premiums, waiting periods, and conditions from any insurer's policies.

Financial Reports

Automatically generate structured reports from balance sheets, income statements, and accounting records.

Use Cases

Documents we process

Types of financial documents and workflows that Textualiza automates.

Invoices

Electronic and paper invoices. Complete extraction of tax and billing data.

Bank Statements

All banks. Automatic transaction categorization and reconciliation.

Balance Sheets & Income Statements

Financial statements, balance sheets, and audit reports.

Insurance Policies

Coverages, premiums, waiting periods, and claims from any insurer.

Tax Documents

Tax forms, payment slips, tax declarations, and payment receipts.

Financial Contracts

Loans, financing agreements, leasing, and foreign exchange contracts.

Benefits

Real results for finance teams

98%

Reduction in cost per processed document

99%

Accuracy in financial data extraction

100x

Faster than manual processing

Zero

Data entry and transcription errors

Blog

Articles on financial automation

OCR and AI applied to invoices, reports, and accounting documents

Ready to cut costs in your finance department?

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