Transform Your Document Workflows
Discover how CIPO can revolutionize document processing across different industries
Banking and Financial Services
Automate loan processing by extracting structured data from bank statements and loan documents
Key Features
- Upload bank statements or loan agreements
- Extract and format details like transaction history, balances, and payment schedules
- Provide categorized outputs with debits and credits properly labeled
Benefits
- Accelerates loan approval workflows
- Reduces manual effort in analyzing financial documents
Insurance
Streamline claim verification using structured data from bank and credit card statements
Key Features
- Extract transaction details like date, amount, and description from credit card statements
- Highlight flagged transactions (e.g., high-value claims, inconsistent data)
Benefits
- Ensures faster claim approvals
- Simplifies fraud detection
Consulting
Comprehensive financial performance analysis for businesses
Key Features
- Upload financial statements (balance sheets, P&L)
- Extract hierarchical structures, e.g., total revenue, expenses, and net profit
- Organize results into clean Excel sheets for analysis
Benefits
- Consultants save time preparing client data for modeling or reporting
- Provides clean inputs for budget forecasting and financial modeling
Finance and Accounting
Streamline accounts payable and receivable workflows
Key Features
- Extract details from invoices: invoice number, date, items, total
- Format into Excel templates for bookkeeping or ERP system uploads
Benefits
- Reduces manual entry for invoices
- Improves audit trail accuracy for accounting teams
Audit and Compliance
Prepare compliance-ready transaction data efficiently
Key Features
- Extract transaction data with standardized formatting for audit reporting
- Highlight non-compliant entries (e.g., missing reference numbers, dates)
Benefits
- Makes compliance checks faster and more reliable
- Provides consistent outputs for regulatory filing