Financial Services
Financial Services
Intelligent finance workflows to accelerate growth
Intelligent finance workflows to accelerate growth
Cutting-edge technical & product teams accelerate document automation with Extend.
Cutting-edge technical & product teams accelerate document automation with Extend.
EXTEND USE CASES
Future-proof your financial operations with Extend
Future-proof your financial operations with Extend
Train, deploy, and monitor an in-house AI workforce for processing unstructured documents.
Train, deploy, and monitor an in-house AI workforce for processing unstructured documents.
Welcome customers, not paperwork
Turn stacks of identity and income documents into ready-to-go accounts. Maintain compliance while delighting new customers from day one.
Underwrite with unparalleled accuracy
Convert complex loan applications and supporting documents into structured data in seconds, ensuring fast decisions.
Eliminate the burden of busy season
Transform tax documents into organized, validated data automatically. Focus your experts on exceptions, not data entry.
Turn dormant data into new products
Unlock the value trapped in your documents. Turn historical data into tomorrow's opportunities.
Instantly pay or get paid
Extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.
Process today's claims today
Give adjusters superpowers with automated document processing. Handle more claims with fewer touches and typos while improving accuracy.
Optimize customer onboarding & KYC
Welcome customers, not paperwork
Welcome customers, not paperwork
Extend automates identity and income verification, ensuring swift and compliant account opening.
Turn stacks of identity and income documents into ready-to-go accounts. Maintain compliance while delighting new customers from day one.
Turn stacks of identity and income documents into ready-to-go accounts. Maintain compliance while delighting new customers from day one.
Expedite loan origination process
Underwrite with unparalleled accuracy
Underwrite with unparalleled accuracy
Automating income verification and loan application intake, ensuring fast and accurate decisions.
Convert complex loan applications and supporting documents into structured data in seconds, ensuring fast decisions.
Convert complex loan applications and supporting documents into structured data in seconds, ensuring fast decisions.
Simplify tax review and deliver better service
Eliminate the burden of busy season
Eliminate the burden of busy season
Automatically pull the most important information from all kinds of tax forms and flag discrepancies for a human to review.
Transform tax documents into organized, validated data automatically. Focus your experts on exceptions, not data entry.
Transform tax documents into organized, validated data automatically. Focus your experts on exceptions, not data entry.
Extract insights from financials at scale
Turn dormant data into new products
Turn dormant data into new products
Generate reports and analysis automatically. Automatically extract key financial data allowing your team to avoid manual data entry and focus on due diligence and analysis.
Unlock the value trapped in your documents. Turn historical data into tomorrow's opportunities.
Unlock the value trapped in your documents. Turn historical data into tomorrow's opportunities.
Improve A/P, A/R, and expense management
Instantly pay or get paid
Instantly pay or get paid
Free your accounting team from repetitive tasks. Automatically extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.
Extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.
Extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.
Automate insurance claims intake
Process today's claims today
Process today's claims today
Eliminate manual data entry, speed up service, and improve loss ratios with AI-powered classifications and rules.
Give adjusters superpowers with automated document processing. Handle more claims with fewer touches and typos while improving accuracy.
Give adjusters superpowers with automated document processing. Handle more claims with fewer touches and typos while improving accuracy.
EXTEND USE CASES
Document infrastructure that scales with you
Document infrastructure that scales with you
From prototype to production, build any document experience you can imagine on a foundation that’s always at the cutting edge.
From prototype to production, build any document experience you can imagine on a foundation that’s always at the cutting edge.
01
01
A complete toolkit
A complete toolkit
Process documents for ingestion, extraction, classification, splitting, fraud detection, and more, with support for PDF, CSV, IMG, XLSX, and DOCX files.
Process documents for ingestion, extraction, classification, splitting, fraud detection, and more, with support for PDF, CSV, IMG, XLSX, and DOCX files.
02
02
Model flexibility
& control
Model flexibility
& control
Extend is built on top of multiple LLMs models, enabling you to compare tradeoffs across performance, cost, and latency, to optimize for your use case.
Extend is built on top of multiple LLMs models, enabling you to compare tradeoffs across performance, cost, and latency, to optimize for your use case.
03
03
Production-grade reliability
Production-grade reliability
Sleep easy with monitoring, observability, version control, and real-time performance dashboards built-in.
Sleep easy with monitoring, observability, version control, and real-time performance dashboards built-in.
04
04
Enterprise ready
Enterprise ready
Extend is SOC 2 compliant, HIPAA certified, and comes with audit logs, granular permissions, and custom data retention policies. Your data is always secure, encrypted, and never used for training purposes.
Extend is SOC 2 compliant, HIPAA certified, and comes with audit logs, granular permissions, and custom data retention policies. Your data is always secure, encrypted, and never used for training purposes.