Document templates

Capture account holder, IBAN, sort code, and bank details for onboarding and KYC workflows.

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Extract payee, amount, date, and bank details from checks and check stubs.

Pull parties, dates, terms, and renewal details from contracts without reading every page.

Extract cardholder, balances, minimum payment, and transactions from credit card statements.

Extract supplier and customer VAT IDs, line items, and tax breakdown from EU VAT invoices.

Extract Spanish Facturae 3.2 invoice fields from electronic invoices.

Extract Italian FatturaPA invoice fields for SDI-compliant documents.

Extract gross payment amounts from IRS Form 1099-K payment card reporting.

Extract payer, recipient, and Box 1 compensation from IRS Form 1099-NEC.

Extract wages, withholdings, and employer details from IRS Form W-2.

Extract beneficiary identity and treaty claims from IRS Form W-8BEN.

Extract entity status, GIIN, and chapter classifications from IRS Form W-8BEN-E.

Extract taxpayer name, classification, and TIN from IRS Form W-9 for vendor onboarding.

Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

Extract employee, pay period, earnings, and deductions from pay stubs and payslips.

Extract payout totals and transaction rows from Stripe, PayPal, or Square reports.

Extract EN 16931 business terms from PEPPOL BIS billing documents.

Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

Extract vendor, quote number, validity, and totals from quotes and proposals, then push them to your CRM.

Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

Extract payer, payee, payment reference, and invoices paid from remittance advice.

Extract seller, buyer, line items, and totals from outbound sales invoices for AR workflows.

Extract identifiers, amounts, and dates from tax forms and filings into a structured row.

Extract UAE PINT-AE e-invoice fields including TRN, TIN, and VAT breakdown.

Extract usage, charges, and amount due from electricity, water, and gas utility bills.

Extract XRechnung fields including Leitweg-ID from German e-invoices.

Extract hybrid e-invoice fields from ZUGFeRD and Factur-X PDF documents.