Moving Back Office Workflows into the AI Sweet Spot

Structure the unstructured consistently. Beyond basic data extraction, Fidocs can help you build repeatable, deployable solutions that scale across your organization. We begin by converting PDFs and images reliably and at scale into structured data files: JSON or Excel workbooks — fast, accurate, and ready for analysis.

Fidocs' core technology produces workflows that control the uncertainties of AI and mitigate the risk of errors. Whether you are validating reports, assessing valuations, or advising clients, our platform helps you move faster, work smarter, and deliver greater value.

• LP Report Validation: Extract critical financial data at scale from a wide range of investment reports and statements. We've all found errors in Administrator-generated reports. Validate the actual PDF statements BEFORE they get sent to your Investors easily and quickly.
• Analytical Data Collection: Eliminate the bottleneck of manual data collection. Fidocs can filter through a stack of documents to extract key data from contracts, statements, presentations, and others to help populate financial models, allowing you to focus on analysis, strategic insights, and results.
• Quarterly Reporting Cycle: Say goodbye to manual data entry. Fidocs automates the extraction of key terms and data from capital calls, distribution notices, partner capital statements, statements of investments, and other financial and legal documents, helping you to populate work papers, to book entries, and to compile reports with greater speed and accuracy. Focus more on analysis and validation, and less on retyping numbers.

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: We customize the Excel Output files to match your templates, fitting seamlessly into your business workflows and enabling your teams to realize benefits right from the start. No multi-quarter deployments that consume precious time and resources from your team required.

Get Started Today: Let us be your AI partner to help you begin realizing value from AI today. Contact us at info@fidocs.ai

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.

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.