We’re excited to introduce the next step in our AI and Large Language Model (LLM) strategy: Data Extraction inside document previews.
This new feature uses advanced AI models to automatically detect and extract structured information from your documents—saving time, reducing errors, and boosting productivity.
How It Works
Users with the AI – Data Extraction feature enabled will now see a new “Data Extraction” tab in the right-side panel when previewing a supported document.
To extract data:
- Open the document in preview mode.
- Click the Data Extraction tab.
- If the document can be processed, click Continue to extract data.
- Review the extracted fields and make any necessary corrections.
- Export the results as a JSON file.
Important ! Always verify the extracted information before using or exporting it, especially if it will be shared or used in automated workflows
Use Cases
Here are just a few ways this feature can help:
- Onboarding: Extract client names, addresses, IDs, and account info from onboarding forms.
- Financial Review: Pull investment details, dates, and figures from portfolio summaries.
- Legal & Compliance: Extract key clauses, parties, and terms from agreements and contracts.
- Tax Prep: Grab totals, tax IDs, and payer info from tax slips and returns.