Financial Services

Financial Services

Intelligent finance workflows to unlock innovation

Intelligent finance workflows to unlock innovation

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.

Optimize customer onboarding & KYC

Extend automates identity and income verification,

ensuring swift and compliant account opening.

Expedite loan origination process

Automating income verification and loan application intake, ensuring fast and accurate decisions.

Simplify tax review and deliver better service

Automatically pull the most important information from all kinds of tax forms and flag discrepancies for

a human to review.

Extract insights from financials at scale

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.

Improve A/P, A/R, and expense management

Free your accounting team from repetitive tasks. Automatically extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.

Automate insurance claims intake

Eliminate manual data entry, speed up service, and improve loss ratios with AI-powered classifications and rules.

Optimize customer onboarding & KYC

Extend automates identity and income verification,

ensuring swift and compliant account opening.

Expedite loan origination process

Automating income verification and loan application intake, ensuring fast and accurate decisions.

Simplify tax review and deliver better service

Automatically pull the most important information from all kinds of tax forms and flag discrepancies for

a human to review.

Extract insights from financials at scale

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.

Improve A/P, A/R, and expense management

Free your accounting team from repetitive tasks. Automatically extract key data from invoices, receipts, purchase orders, and other documents, facilitating faster reconciliation and analysis.

Automate insurance claims intake

Eliminate manual data entry, speed up service, and improve loss ratios with AI-powered classifications and rules.

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.

Accelerate your roadmap

Turn your documents into high quality data

Accelerate your roadmap

Turn your documents into high quality data

Accelerate your roadmap

Turn your documents into high quality data

Accelerate your roadmap

Turn your documents into high quality data