Build pipelines to maximise your data
In financial services, a significant amount of critical information sits in documents such as PDFs, emails, scanned forms, fund reports and legal agreements. It is structured enough to be useful, but locked in a format that makes it labour-intensive to access, aggregate, or act on.
We build pipelines that read those documents automatically, extract the information that matters, and deliver it in a structured format your team can use.
This is not generic document processing. We work with the specific document types your firm handles, train extraction logic against your actual formats, and build validation and exception handling that catches errors before they reach downstream systems. The output is clean, structured data, to a spreadsheet, database, or connected system, with confidence scoring and exception flagging where appropriate.
Typical applications in financial services
- Extracting fund terms, fee structures, and key provisions from LPAs and side letters.
- Parsing investor statements from multiple managers into a consolidated data model.
- Reading trade confirmations, invoices, and client contracts automatically.
- Extracting KYC and AML data from onboarding document packs.
- Processing board packs and extracting decisions, actions, and key figures.
- Consolidating performance data from multiple fund administrator reports.
What you receive
A built, tested document processing pipeline with structured output to your target system. Accuracy validation and exception handling included. Documentation and handover. Optional maintenance contract.
Who this is for
Operations, compliance, and investment teams spending significant manual effort extracting data from documents — and firms where data quality downstream depends on that extraction being done accurately and consistently.
Tell us what you're extracting manually and we'll tell you what's possible.