Document Processing
AI-powered ingestion of scanned documents, PDFs, and statements to extract structured financial data.
Advanced Document Recognition
Recognizes complex financial layouts like K-1s, capital accounts, and call notices.
Intelligent Data Extraction
Extracts key fields: NAV, distributions, fees, contributions, currency, date.
Document Classification
Automatically categorizes documents by type, entity, and relevance.
Version Control
Tracks document versions and updates with comprehensive change history.
Exception Handling
Intelligent flagging of anomalies with human-in-the-loop verification.
Structured Data Output
Converts unstructured documents into clean, structured financial data.
How It Works
Fintivio's document processing process is secure, automated, and requires minimal setup from your team.
Upload
Simply forward your documents via email, upload, or direct integration.
Process
Our AI extracts, validates, and structures the financial data.
Utilize
Access the extracted data in your dashboards and reports.
AI-Powered Document Processing
{
"document_type": "capital_account_statement",
"period": "Q2 2023",
"account_number": "AC-7291-4382",
"beginning_nav": 2457892.45,
"contributions": 500000.00,
"distributions": -75000.00,
"gain_loss": 183421.32,
"management_fee": -12289.46,
"performance_fee": -18342.13,
"ending_nav": 3035682.18,
"currency": "USD",
"confidence_score": 0.998,
"extraction_timestamp": "2023-07-15T09:23:47Z"
}Before Fintivio
- ❌Manual data entry from PDF statements
- ❌Hours spent copying numbers into spreadsheets
- ❌Human errors in data transcription
- ❌Delayed reporting due to processing time
- ❌Inconsistent data formats across sources
With Fintivio
- ✅Automated extraction from any document format
- ✅99.8% data accuracy with AI validation
- ✅Processing in minutes, not hours or days
- ✅Standardized data across all document types
- ✅Complete audit trail for compliance
Automated Email Processing
Dedicated Email Addresses
We create custom email addresses for your financial institutions to send statements directly to Fintivio.
Configure Email Forwarding
Set up your financial institutions to send statements directly to your dedicated Fintivio email addresses.
Automatic Processing
Our system automatically detects, extracts, and processes data from incoming documents.
Instant Data Updates
Your portfolio data is updated in real-time as new documents arrive, with no manual intervention required.
Accuracy Metrics
Technical Specifications
Ready to Assess Your Data?
Get a personalized evaluation of your financial data integration needs and discover how Fintivio can streamline your wealth management operations.
What to Expect
- Data Evaluation
Comprehensive analysis of your current data sources
- Integration Roadmap
Custom strategy for connecting your financial systems
- ROI Analysis
Projected benefits and efficiency gains