Reliable Data Extraction for Financial Pros

Fidocs Schemas

More than a simple chatbot assistant, Fidocs Schemas delivers robust document processing pipelines for repeatable, reliable, and resilient business processes.

Built for Scale: Fidocs Schemas is designed to process high volumes of documents efficiently — whether you're handling dozens or thousands of files, our platform delivers consistent, accurate results without breaking a sweat.

Intelligent Document Classification: Let our intelligent agents automatically classify your documents and identify the data that matters most.

Predefined Schema Extraction: Extract a predefined schema of data and receive a clean, structured report in your preferred format (e.g. JSON or Excel).

API-First Architecture: Our API-first design facilitates easy integration with your existing systems and workflows — no rip-and-replace required.

Immediate Time-to-Value: Our standard Excel output means your staff can begin realizing benefits right from the start. No multi-quarter deployments sucking up valuable time and resources from your team are required.

Get Started Today: Contact us to begin realizing value from AI: info@fidocs.ai

Fidocs Tables

Unlock the power of document intelligence with Fidocs Tables - the smarter way to extract, analyze, and integrate financial data.

• AI-Powered Data Extraction: Leverage cutting-edge AI to automatically extract complex financial data from PDFs and images with exceptional accuracy — no manual input required.
• Effortless Excel Integration: Instantly export fully formatted, multi-tab Excel workbooks, ready for immediate analysis.
• Intuitive, No-Code Interface: Designed for finance professionals, our user-friendly platform requires no technical expertise — just log in and get to work.
• Seamless Workflow Integration: Fidocs Tables fits right into your existing processes, enabling smooth, hassle-free adoption without disrupting your operations.

How It Works

Transforming financial documents into actionable data has never been easier. With Fidocs, you can go from raw files to ready-to-analyze workbooks in just a few simple steps:

• Upload Your Financial Documents: Simply drag and drop your PDF or image files into our secure, cloud-based platform. Whether you're working with scanned statements, financial reports, or tabular data embedded in documents, Fidocs is built to handle it all — no formatting or prep work required.
• Let Our AI Do the Heavy Lifting: Once uploaded, our advanced AI engine automatically processes your documents in seconds. It intelligently detects and extracts data from anywhere in the document, including tables, footnotes, and appendices with precision, eliminating the need for manual data entry or error-prone copy-pasting. Our algorithms are trained to understand the nuances of financial data, ensuring high accuracy and consistency.
• Enterprise-Grade Security: Your data are safeguarded with industry-leading encryption (TLS 1.2+ for data in transit, AES-256 for data at rest) and strict access controls to ensure privacy and compliance.
• Download and Analyze Instantly: After processing, your data are delivered in a clean, structured JSON file or Excel workbook — fully formatted and ready for analysis. Whether you're building models, generating reports, or conducting audits, you can jump straight into your workflow with confidence and clarity.

Solutions Built for Financial Professionals

Fidocs is purpose-built to serve the needs of professionals who work with complex financial data every day. Whether you're preparing reports, conducting valuations, or advising clients, our platform helps you move faster, work smarter, and deliver greater value.

• For Accountants: Say goodbye to manual data entry. Fidocs automates the extraction of text and tabular data from financial documents, helping you populate work papers, booking entries, and reports with greater speed and accuracy. Focus more on analysis and less on retyping numbers.
• For Private Equity Firms & Family Offices: Extract critical financial data at scale from a wide range of investment reports and statements. Fidocs enables you to generate timely, accurate insights across diverse asset classes — empowering better investment decisions and streamlined reporting for stakeholders and beneficial owners.
• For Valuation Experts: Quickly ingest both current and historical financial data and tables to support your valuation models. Our platform enhances accuracy and efficiency, freeing up your team to concentrate on high-impact analysis rather than wrangling data.
• For Consultants & Advisors: Eliminate the bottleneck of manual data collection. Fidocs accelerates your ability to gather and structure financial data, so you can focus on delivering strategic insights, building client trust, and driving results — not formatting spreadsheets.

About Us

Our Story
Manually extracting data from financial documents like PDFs is a major drain on productivity. As experienced finance and tech professionals who lived this challenge, we created Fidocs to change the equation. We leverage sophisticated AI automation to intelligently structure data locked within complex files. Our mission is clear: to free financial professionals from tedious workflows, allowing them to concentrate on strategic analysis and decision-making.

Our Vision
To transform how financial data is handled. We provide smart, intuitive tools that streamline workflows, reduce operational friction, and significantly boost productivity. By championing the principle of working smarter, not harder, Fidocs is pioneering the future of financial document intelligence.

Our Core Values

• Innovation: Driving progress through continuous exploration of AI and automation to deliver advanced, user-centric solutions.
• Integrity: Operating with unwavering honesty, transparency, and accountability in all aspects of our business and technology.
• Excellence: Pursuing the highest quality in our product and service, ensuring an outstanding and reliable experience for our users.