Intelligent Document Understanding, Supercharged by AI
SmartExtract transforms complex documents into structured, actionable data — instantly and accurately.
How It Works
Extract Insights, Not Just Data
SmartExtract uses cutting-edge AI models to understand and extract critical information from a wide range of document types — from invoices and contracts to scientific papers and financial statements.
1. Upload or Connect
Connect documents from your source system or upload manually.
2. AI-Powered Extraction
Smart AI understands and extracts essential information intelligently.
3. Structured Output
Receive structured, clean data ready for integration or use.
Features
Everything You Need to Automate Document Workflows
Multi-Format Support
Custom Extraction Models
Integrations
Human-in-the-Loop
Secure & Compliant
Use Cases
AI That Works Where You Do
Finance & Accounting
- Invoice Processing: Extract vendor info, line items, amounts, tax details.
- Receipt Scanning: For automated expense reporting.
- Bank Statement Reconciliation: Extract and match transactions.
- Tax Document Extraction: Parse tax forms (W-2, 1099, VAT).
- Audit Compliance: Extract financial records for auditing.
Procurement & Supply Chain
- Purchase Orders: Extract items, supplier, and PO details.
- Delivery Notes: Match received goods with orders.
- Vendor Contracts: Extract terms, payment clauses, and expiry dates.
- Bill of Lading (BOL): Parse freight and shipping data.
- Customs Forms: Extract data for international compliance.
Human Resources
- Resume Parsing: Extract contact info, skills, and work history.
- Job Applications: Parse data from varied document formats.
- Onboarding Documents: Extract ID, contracts, and certification data.
- Performance Reviews: Summarize key review data.
Sales & Marketing
- Lead Forms: Extract lead data from forms and emails.
- Customer Contracts: Extract key terms and pricing.
- Market Research: Summarize stats from research reports.
- Survey Feedback: Extract and structure qualitative feedback.
Legal & Compliance
- Contract Analysis: Extract clauses, obligations, renewal dates.
- Regulatory Filings: Parse forms for compliance reporting.
- Legal Docs: Extract from court orders, notices, letters.
- KYC/AML Docs: Parse data from IDs and utility bills.
Healthcare / Life Sciences
- Patient Intake Forms: Extract demographics and insurance info.
- Medical Records: Structure handwritten and scanned documents.
- Lab Reports: Extract test results and ranges.
- Insurance Claims: Parse HCFA and UB-04 forms.
- Clinical Trial Data: Extract structured trial protocols.
Operations & Facilities
- Maintenance Logs: Digitize equipment records.
- Inspection Reports: Extract compliance checklists.
- Safety Reports: Capture incident reports and actions.
R&D / Engineering
- Tech Specs: Extract product dimensions and standards.
- Patent Documents: Extract claims and inventor details.
- Lab Notes: Convert experiments into structured data.
- CAD/BOM Files: Extract parts, quantities, and specs.
Customer Support
- Support Tickets: Extract issue types and customer data.
- Chat Logs: Summarize conversations.
- Warranty Claims: Parse product info and claim details.
Real Estate / Facilities
- Lease Agreements: Extract rent, term, and clauses.
- Building Plans: Parse layouts and measurements.
- Inspection Reports: Extract compliance and violation data.
Data Integration Options
- Microsoft SharePoint
- Microsoft Excel
- Custom APIs and 3rd-party applications
SmartExtract for HR & Finance – Overview
Drive Efficiency in Back-Office Operations
SmartExtract accelerates HR and Finance operations by eliminating the need for manual data entry and document review.
Finance Overview
From invoice ingestion to PO matching, SmartExtract automates accounts payable workflows with high-accuracy data extraction and validation — reducing cycle times and increasing transparency in financial operations.
HR Overview
Modern HR teams use SmartExtract to process resumes at scale, extract and compare qualifications, and maintain organized, searchable digital employee records. Save time and ensure compliance with structured access to key documents.
