Document Extraction
Turn unstructured documents into structured, reviewable data.
Document Extraction runs uploaded files through OCR, layout analysis, and an LLM extraction pipeline, then presents the result for human review and correction. It draws on the platform's full document type registry — financial statements, tax forms, bank statements, credit reports, real estate documents, ID documents, and more.
In the UI, Document Extraction lives under Capabilities > Extraction, with quick-start entry points from the Home dashboard and the sidebar's + New Document button.
Supported Document Types
Document Extraction draws from the platform's shared document-type registry.
Additional document types can be registered dynamically without a code change — new types are picked up automatically by classification and extraction routing, by adding a YAML config file.
Document upload
Upload a single file or a batch (ZIP) for extraction
500 MB max per ZIP, 100 MB max per file within a ZIP
Supported file types
PDF, images, Office formats, and structured text
PDF, PNG, JPG, JPEG, GIF, WEBP, SVG, BMP, TIFF, XLS, XLSX, DOC, DOCX, TXT, CSV, JSON, XML, HTML
List filters & search
Filter the extractions list by status, a curated shortlist of common types, or processor (single/batch); search by name
Type quick-filters are a curated subset of the full 115-type registry used when choosing a document type for extraction
Extraction result review
Review extracted fields against the source document, by document type; the list also shows processor and an overall confidence score per extraction
115+ registered document types
Chart of Accounts (COA) review
Review and adjust rollup calculations for balance sheet, P&L, and property operating statements
Form 8825: full extraction for the first 50 properties, basic info only beyond that
Human corrections
Submit a corrected value for a field; recomputes confidence for that field
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Signed document URLs
Generate a time-limited link to the source document
1–168 hours
Preview URLs
Generate a time-limited preview link
1–24 hours
Extraction results over 15 MB are stored separately rather than inline. This is handled automatically and does not change how you retrieve the result.
Everyone in the account can use the extractions list and the upload flow, whatever their role.
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