Leverage our AI Document Processor (AI-DP) to automate and enhance the analysis of bank statements and other financial documents, streamlining financial operations beyond traditional due diligence procedures
Staple AI's technology begins by accurately extracting financial data from bank statements, regardless of format or language. This step ensures a comprehensive gathering of financial transactions, balances, and other crucial data, providing a solid base for analysis.
Data extraction
Analyse statements
Using advanced AI, it simplifies the reconciliation process by identifying transaction types and ensuring that the total debit and credit columns tally on the bank statement with remarkable accuracy and will be launching bank statement analysis using generative AI soon.
Workflow
Identify mismatches
The most crucial step in bank statement processing is handled by Staple AI. Match up to five documents at a time on a single screen. Eg. Auto-perform a match between bank statements, credit reports and KYC documents
Matching extraction
Seamless workflow and export
Implement an infinite number of workflows based on your organisation's structure using rules and labelling. The AI bank statement analysis tool’s collaborative interface allows users to view, share, and analyse documents, and integrate data with key financial tools using API or export into formats like CSV, XLS, and JSON
Staple AI's technology begins by accurately extracting financial data from bank statements, regardless of format or language.
This step ensures a comprehensive gathering of financial transactions, balances, and other crucial data, providing a solid base for analysis.
Analyse
Analyse statements
Using advanced AI, it simplifies the reconciliation process by identifying transaction types and ensuring that the total debit and credit columns tally on the bank statement with remarkable accuracy and will be launching bank statement analysis using generative AI soon.
Identify mismatches
Identify mismatches
The most crucial step in bank statement processing is handled by Staple AI. Match up to five documents at a time on a single screen.
Eg. Auto-perform a match between bank statements vs Invoices or bank statements vs KYC and much more
Workflow
Seamless workflow and export
Implement an infinite number of workflows based on your organisation's structure using rules and labelling.
The AI bank statement analysis tool’s collaborative interface allows users to view, share, and analyse documents, and integrate data with key financial tools using API or export into formats like CSV, XLS, and JSON
1000s of statements, 100s of line items, 10s of pages, 1 AI-DP
Forget manual effort
Staple AI can process statements and reports from multiple sources, classify them, extract data and push it into your financial software. One-click bank statement processing
Accurate bank statement analysis
Efficiently capture and analyse transactional data, identifying patterns, checking debit and credit total amounts and anomalies
Operational cost reduction
Eliminate manual entry errors and associated costs in back-office operations in bank statement processing. Significantly reduce manpower costs and allow staff to focus on more productive tasks
Put bank statements into action
There is nothing as diverse as bank statement formats in document processing. Check out how AI-Document Processor (AI-DP) does bank statement analysis smartly
Diversity is a piece of cake
The AI self-learns from diverse statements from different banks and every user action, faster. Coupled with best-in-class UI, it makes inaccuracies and the effort to correct them negligible
Minimal setup and ops effort
Either during initial setup or for every new bank format, Staple AI doesn’t need templates, coding, rules, complex setups or excessive training like OCR/RPA bots. Shortly, we'lI will be launching analysis using Gen AI, to cut down manual checks
Read about how our solutions have empowered banks and financial institutions
Delivery lead for Customer
Global Bank - Australia
There is a lot of excitement around Staple AI internally! There are just so many potential applications for Staple AI to deliver automation to the broader group.
Case study: Staple AI automates Global Bank’s back and middle office processing in three departments
Check out how our AI document processing solutions have made a difference for enterprises and the lives behind them. These testimonials share the genuine experiences of our clients who have seen incredible results with Staple AI
Joseph Manning
CEO-at Company
But in certain circumstances and owing to the claims of duty or the obligations of business it will frequently occur that
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Joseph Manning
CEO-at Company
Our company is using another OCR tool that struggles to recognize "dot-matrix" documents, however, it worked perfectly
Digital Innovation Director
A Global Health and Life Insurer
Onboarding new document types is quick, with no-code tools and pre-trained models. Staple is a robust, user-friendly platform for efficient data extraction from semi-structured documents.
Regional IT Manager
A Global FMCG Brand
Our company is using another OCR tool that struggles to recognise "dot-matrix" documents, however, it worked perfectly with Staple at almost 100% accuracy.
Head of Partnerships -INDIA
SAP Concur solutions
This is fantastic news! Great effort from the implementation team ensuring a successful go-live. This should open up many more opportunities for us
VP of Digital Transformation
Singaporean Multinational Conglomerate
Overall we are quite happy with Staple AI as our document processing solution. The data capturing is accurate and also quite flexible in handling different types of documents
Partner
Big4 Firm
Feedback from the various teams is tremendous and very encouraging. We have already implemented Staple AI for a global telecom giant client.
Delivery Lead
Global Bank
There is a lot of excitement around Staple internally!There are just so many potential applications for Staple to deliver automation to the broader group.
IT Manager
Triputra Agro Persada
We are now processing several hundred documents per day using Staple.
Joseph Manning
CEO-at Company
But in certain circumstances and owing to the claims of duty or the obligations of business it will frequently occur that
Joseph Manning
CEO-at Company
But in certain circumstances and owing to the claims of duty or the obligations of business it will frequently occur that
Time is money! Extract data that matters.
Enhanced security and compliance for bank statement processing
Automate data extraction of large volumes of documents with multinational complexities, such as multilingual documents and various tax formats
Features like SSO and RBAC (Role Based Access Control), enable streamlined access control
Meeting stringent security standards like SOC2 Type 2, it also offers audit trail functionality
It is flexible to integrate with all business systems
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