Deep Dive into Capabilities

Features That
Transform Your Workflow

Understand exactly how Finflo saves hours of manual work through intelligent automation, and why teams are switching from manual data entry.

85%
Time Saved on Average
98%+
Extraction Accuracy
3 Clicks
From PDF to Excel
< 2 min
For Batch PDF Processing

Teach once, extract forever

AI-Powered Schema Extraction

Upload a single sample document and watch our AI identify every field, table, and data point automatically. No manual field mapping, no configuration files, no technical setup.

Intelligent Document Scanning

Our AI reads documents like a human expert — understanding context, layout, and relationships between data points.

Automatic Table Detection

Complex tables with merged cells, nested headers, and spanning rows are parsed accurately without manual intervention.

Field Relationship Mapping

The system understands that "Invoice Total" relates to line items, that dates have formats, and amounts have currencies.

Schema Refinement

Fine-tune extracted schemas with a visual editor. Add, remove, or rename fields to match your exact requirements.

Performance Metrics

Average schema extraction time30 sec
Field types auto-detected50+
Table structure accuracy98%

Extract → Audit → Refine pipeline

Intelligent Data Extraction

Our three-stage extraction pipeline ensures maximum accuracy. First, AI extracts data. Then, it audits for errors. Finally, it refines uncertain values — all automatically.

Multi-Document Batch Processing

Process up to 10 PDFs simultaneously. Queue larger batches and let the system work through them while you focus on other tasks.

Confidence Scoring

Every extracted value is internally scored by the AI. Values scored above 95% are auto-approved; lower scores are flagged for review.

Anomaly Detection

The AI flags unusual values — negative amounts where positives are expected, dates in the future, formatting inconsistencies.

Self-Correcting Refinement

When confidence is low, the system automatically re-analyzes the document section, often improving accuracy by 15-20%.

Performance Metrics

First-pass accuracy rate98%+
For Batch PDF Processing< 2 min
Faster than manual entry10x

Build once, use indefinitely

Reusable Template System

Templates are the heart of Finflo. Create a template for each document type you process regularly, then use it month after month without any additional setup.

Template Library

Organize templates by category — invoices, statements, reports. Mark favorites for quick access to your most-used templates.

Extraction History

Every extraction is logged with timestamps, file names, and results. Re-download past exports or audit previous work anytime.

Schema Versioning

Update templates as document formats evolve. Previous versions are preserved so historical extractions remain accessible.

Performance Metrics

Extractions per template
To start a new extraction< 1 min
Template reusability100%

Clean data, ready to use

Excel-Ready Output

Extracted data exports directly to properly formatted Excel spreadsheets. Columns are typed correctly, dates are formatted, and numbers are ready for formulas.

Structured Formatting

Data is organized into logical sheets and columns. Headers are clear, rows are consistent, and the structure matches your template schema.

Preserved Data Types

Numbers stay as numbers (not text), dates are Excel-native dates, and currencies maintain their formatting for immediate calculations.

One-Click Download

No post-processing required. Download your Excel file and open it directly in any spreadsheet application.

Multi-Document Consolidation

When extracting from multiple PDFs, data is consolidated into a single Excel file with clear source attribution.

Performance Metrics

Manual formatting needed0
Export generation time< 5 sec
Excel compatibility100%
Time & Effort Savings

See the Difference

Real workflow comparisons showing exactly how much time and effort you'll save

Processing 50 monthly invoices

Manual Process

4-5 hours

Steps involved:

  1. 1.Open each PDF
  2. 2.Manually locate fields
  3. 3.Type into spreadsheet
  4. 4.Verify entries
  5. 5.Fix typos
  6. 6.Repeat 49 more times

Pain points:

Eye strainRepetitive stressHuman error rate 2-5%Staff burnout

With Finflo

15-20 minutes

Steps involved:

  1. Upload all 50 PDFs
  2. Click "Extract"
  3. Download Excel file
  4. Spot-check flagged items

Benefits:

Consistent accuracyStaff freed for analysisAudit trail includedSame-day processing

Processing 20 client onboarding forms

Manual Process

3-4 hours

Steps involved:

  1. 1.Open each application PDF
  2. 2.Locate client details across pages
  3. 3.Manually transcribe to CRM
  4. 4.Verify spelling of names/addresses
  5. 5.Cross-check ID numbers
  6. 6.Chase missing fields

Pain points:

Illegible handwritingInconsistent form versionsData entry fatigueCompliance documentation gaps

With Finflo

20-30 minutes

Steps involved:

  1. Upload batch of onboarding forms
  2. AI extracts all client fields
  3. Review flagged uncertain values
  4. Export to CRM-ready format

Benefits:

Standardized data outputMissing field detectionFaster client activationComplete audit trail

Programming Document Extraction

Manual Process

2-3 weeks

Steps involved:

  1. 1.Analyze document structure
  2. 2.Create extraction rules
  3. 3.Build validation logic
  4. 4.Test extensively
  5. 5.Document the process
  6. 6.Train team members

Pain points:

Technical expertise neededMaintenance overheadTraining timeScanned PDFs not accepted

With Finflo

5-10 minutes

Steps involved:

  1. Upload sample document
  2. AI extracts schema
  3. Adjust fields if needed
  4. Save template
  5. Start extracting

Benefits:

No coding requiredSelf-documentingEasy to replicateAI adapts to variations

Built for Your Team

See how different teams are using Finflo to transform their document workflows

Professional Services

Admin & Back Office Teams

The Challenge

Processing hundreds of client forms weekly — applications, registrations, updates — each requiring manual data entry into multiple systems

The Solution

Create templates for each form type. Batch upload incoming forms daily. Export structured data directly into your admin systems.

Results Achieved

80% reduction in data entry time
Same-day form processing vs 3-5 day backlog
Near-zero transcription errors
Enterprise Security

Your Documents, Protected

We understand you're processing sensitive documents. That's why security isn't an afterthought — it's built into every layer of Finflo.

AES-256 Encryption

Data encrypted at rest and in transit

Enterprise Infrastructure

Enterprise-grade cloud security

No Training on Your Data

Your documents stay private

Cloud Architecture

Built for scale and high-volume workflows

Security First

Every document is processed in isolated environments, never persisted longer than necessary, and fully auditable.

Read our Security Documentation

Frequently Asked Questions

Common questions about how Finflo works

Ready to Save Hours Every Week?

Start extracting data from PDFs in minutes. No credit card required, no complex setup, just results.