Document Intelligence
Turn financial documents into data you can query
Most financial history arrives as PDFs. NanoFora reads them — statements, invoices, receipts, annual reports — and converts them into structured, queryable records without losing the original.
PDFs are where financial data goes to hide
A year of bank statements holds everything you need to understand a business, and none of it is usable. Manual re-keying is slow and error-prone, and generic OCR tools mangle exactly the tables that matter most.
How it works
- 1
Upload in bulk
Drop in statements, invoices and receipts. Scanned and digital PDFs are both supported.
- 2
Extract with structure
Tables, line items, dates, totals and counterparties are extracted into typed fields.
- 3
Validate and query
Low-confidence extractions are flagged for review; everything else becomes immediately queryable.
Capabilities
Bank statement parsing
Transaction lines, balances and periods across varied bank layouts.
Invoice and receipt capture
Supplier, line items, tax and totals extracted consistently.
Report table extraction
Financial tables pulled out of long-form reports.
Confidence flagging
Uncertain values are marked, never quietly guessed.
Original retained
Every extracted figure links back to its page in the source file.
Bulk processing
Handle a year of history in a single upload.
Where teams use it
- Digitizing historical statements for analysis
- Building a supplier spend view from invoices
- Preparing evidence for audit or diligence
- Onboarding a company with no clean ledger
Questions
- What formats are supported?
- PDF, common image formats, CSV and spreadsheets. Scanned documents are processed with OCR.
- What happens to my documents?
- They are stored in your company's isolated storage and remain accessible only to authorized members of that workspace.
- How are extraction errors handled?
- Anything below the confidence threshold is queued for human review rather than posted automatically.
Related solutions
What-If Scenario Analysis
Run what-if scenarios on hiring, pricing, costs and funding. NanoFora computes outcomes deterministically and compares scenarios side by side.
Financial Forecasting Software
AI financial forecasting software that turns your ledgers and bank data into revenue, expense and cash forecasts, with backtested accuracy and traceable assumptions.
Cash Flow Forecasting Software
AI cash flow forecasting software that projects runway, timing and shortfalls from your real bank and ledger data, with weekly detail and traceable assumptions.
Accounting Automation
Automate accounting workflows end to end: statement capture, transaction categorization, reconciliation support and reporting, with human review on anything uncertain.
Free finance calculators
Put financial document intelligence to work on your own numbers
Create a workspace, connect your data and ask the first question in minutes.
NanoFora provides AI-generated financial analysis for informational purposes and does not constitute regulated investment, tax or legal advice.