Never worry about financial document extraction again

Make accessing the data in financial documents as easy as calling an API with Sensible, the developer-first document extraction platform. Turn any document, from balance sheets to voided checks, into structured data in seconds. It’s just sensible.

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Start with 100 documents free per month

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Up-to-date & accurate documentation

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Fast, technical customer support

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Extract any data from any document

With multiple advanced automation techniques to choose from, the Sensible platform ensures comprehensive coverage across all financial services workflows for document extraction.

Use natural language to describe the data you want extracted from any structured or unstructured document — no LLM training or custom models required.
SenseML, Sensible’s document query language, is a reliable extraction method powered by tried-and-true rules and machine learning models. The SenseML Config library includes 150+ pre-built parsers for the most popular documents.
Combine both methods for a custom-tailored approach that can account for outliers and unique document types. Let your imagination fly about what’s possible.

Invest in Your Data's Future with Sensible

Graphic showing a bank document having the account number extracted

Extract structured data from structured and unstructured documents alike

Navigating the labyrinth of financial documents can be a daunting task, filled with intricate details, varied formats, and ever-evolving challenges. Handle all the idiosyncrasies of financial documents on one platform. Solve any edge case with a wide range of data extraction methods:

Query
List
Table
Dynamic tables
Rows
Columns
Repeating sections
Handwriting
Scans
Images
Regular expressions
Boxes
Checkboxes
Free-text topics
Summaries
Classification
+ More

Bank on fast document extraction without compromising accuracy

Get the data you need in under a minute, even for your most complex documents. No delays, no bottlenecks. Perfect for real-time decision making and swift client onboarding.

Balance sheets (Form 10Ks)
Bank statements
Brokerage statements
Cash flow statements
Credit card statements
Credit report
Debt schedules
Deposited check
Employment verification
Form 1040
Form 1065
Gift letters
Identification documents
Income statements
Invoices
Loan agreement
Pay stubs
Profit and loss statement
Proof of insurance
Purchase agreement
Purchase contract
Rent rolls
Renting history
Tax returns
Utility bill
Voided check
W-2s
W-9s
+ More
graphic showing information being accurately extracted from an insurance doc
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Start automating document extraction from day one

For fast-paced fintech companies, minimizing downtime is crucial to staying ahead. With Sensible, document extraction is automated from day one – no laborious custom model training necessary – so you can focus on building a standout platform, not fuddling with extraction infrastructure.

Start by describing your data requirements using natural language, selecting from our 150+ prebuilt parsers, or onboarding new documents in minutes using our document query language. Check out our documentation to see for yourself.

Global compliance & security you can depend on

Sensible meets the highest certification standards to help reduce compliance burdens and protect sensitive customer data. From encryption in transit to encryption at rest, Sensible is more protective of your holdings than a central bank guarding its gold reserves.

SOC 2 Type II
HIPAA
Multi-region deployment
SLAs
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Flexible extraction for any fintech workflow

Sensible automates structured data extraction for all financial service documents. Confidently classify, extract, and validate data, allowing your team to focus on the work that matters.

Automate repetitive data entry tasks so your team can focus on customer care

Streamline claims processing, make more accurate damage assessments, and decrease time to policy issuance. Sensible ingests incoming documents, extracts mission-critical data, and outputs data in a structured format, eliminating manual data entry.

Product Solutions

  • Claims processing
  • Customer service
  • Policy underwriting
  • Risk assessment
  • Fraud detection and investigation

Highlighted Document Types

  • Accident reports
  • Loss runs
  • Property evaluations 
  • Police statements

Focus on underwriting and claim resolution, not manual data extraction

Automate policy underwriting, resolve claims faster, and improve risk assessment. Sensible automates data extraction from incoming documents, and consistently delivers accurate data in a structured format so your team can focus on underwriting and claim resolution.

Product Solutions

  • Claims processing
  • Customer service
  • Fraud detection & investigation
  • Policy underwriting
  • Risk assessment

Highlighted Document Types

  • Benefit claims
  • Medical records
  • Policy applications

Make informed claims decisions with all the data you need at your fingertips

Process claims faster, and enhance regulatory compliance. Let your team focus on making claims decisions while Sensible accurately extracts the data you need in a structured format.

Product Solutions

  • Claims processing
  • Customer service
  • Compliance and reporting
  • Fraud detection and investigation

Highlighted Document Types

  • Health claims
  • Medical reports
  • Physician notes
  • Prior-authorization requests

Expedite new user onboarding to increase conversion rate

Deepen your customer relationships through personalized interactions, all while fortifying risk management and regulatory compliance. From loan processing to customer onboarding, reliable document extraction can significantly reduce manual touchpoints, ensuring accuracy and efficiency.

Digital Banking

Product Solutions

  • KYC/ KYB
  • Loan processing
  • User onboarding
  • Compliance

Highlighted Document Types

Give yourself a data edge

Manage multiple streams of document submissions to stay up-to-date with your clients and the market. Retrieve the data you need to make quick and accurate decisions, whether you’re onboarding clients or assessing investment risk.

Wealth Management

Product Solutions

  • Risk Assessment
  • User Onboarding
  • Financial Planning

Highlighted Document Types

  • Investment forms
  • Portfolio Statements
  • Tax documents
  • KYC forms
  • Proof of identity (passport, ID card)

Verify and reconcile transactions while reducing fraud risk

Accelerate vendor and customer onboarding and reduce the risk of payment fraud. Process and extract data directly from receipts and invoices to reconcile with your transactional data.

Payment & Card Management

Product Solutions

  • Merchant Onboarding
  • Transaction Verification
  • Compliance & Reporting
  • User Onboarding & Verification
  • Receipt Storage & Analysis
  • Expense Reporting & Reconciliation

Highlighted Document Types

  • Receipts
  • Invoices
  • Purchase Orders
  • Vendor Forms

Detect fraud and regulatory risks with trusted clean, accurate data

When every inaccuracy and discrepancy is not only a risk to you, but also to your clients, working with high-quality data is paramount. Detect anomalies, breaches, and liabilities with confidence.

Regulatory & Compliance

Product Solutions

  • KYC/KYB
  • Fraud detection 
  • Regulatory Reporting

Highlighted Document Types

  • Regulatory filings
  • Internal reports
  • Audit logs
  • Identification documents

Validate user data to guarantee legitimacy

Streamline the loan approval process by automatically extracting and validating key data points from borrower's documents. Increase platform credibility by ensuring that borrower information is legitimate to reduce risk of default.

Peer-to-Peer (P2P) Lending

Product Solutions

  • KYC/KYB
  • Onboarding
  • Investor Onboarding

Highlighted Document Types

  • Loan applications
  • Credit reports
  • Income statements
  • Bank statements
  • Collateral documents 
  • Employment verification documents

Precision in every decision

Automate data extraction across the full spectrum of application documents to make confident loan decisions. Reduce time parsing and validating data, and issue loans to your clients in record time without worrying about working with inaccurate or incomplete data.

Lending & Credit

Product Solutions

  • Loan applications
  • Client onboarding

Highlighted Document Types

  • Bank statements
  • Credit card statements
  • Credit reports
  • Employment verification
  • Identification documents
  • Income statements
  • Tax returns
  • Voided check
  • Loan applications
  • Property appraisals
  • Collateral documents

Handle any document at any scale with precision

Whether you're parsing bank transactions, analyzing spending patterns, or forecasting financial trends, you can do so with a platform engineered to process colossal amounts of data. At such a large scale, you need to be able to tackle any document format without compromising processing speed or accuracy.

Personal Finance

Product Solutions

  • User onboarding

Highlighted Document Types

Extract key data from tax documents

Automate and simplify tax preparation and filing by extracting required data from various financial sources, reducing human errors and ensuring timely submissions.

Taxes

Product Solutions

Highlighted Document Types

  • Income statements
  • Expense receipts
  • Previous year tax returns
  • Investment income reports
  • Donation receipts
  • Property tax statements
  • W-2 form
  • 1099 form

Save yourself days of due diligence work

The real work is in data analysis, not data entry. Don't let document extraction slow you down from making the right decisions. Leave no stone unturned by being able to account for every data point available to you.

Investment Banking

Product Solutions

  • Alternative Data
  • Due Diligence
  • M&A

Highlighted Document Types

  • Financial statements
  • Earnings reports
  • M&A agreements
  • Due diligence documents
  • Sector research reports
  • Asset valuation documents

There’s a reason why financial service companies choose Sensible

How is Sensible different from other platforms? Here is a brief primer on what makes us unique.

Manual Data Entry
Other Document Extraction Tools
Response time
< 10 seconds
Hours to days
30 seconds - 30+ minutes
Accuracy
99%+
90-95%
95-99%
Document formats
Structured and unstructured
Structured
Structured
Security & Compliance
SOC 2 Type II
SSL Encryption
Custom region deployment
HIPAA
None
Varied
High-volume document processing
Up to tens of millions
Up to thousands
Up to tens of thousands
Users
Unlimited
N/A
Unlimited
Pricing
Transparent and predictable pricing
Confidently track, budget, and plan without any unexpected costs with per-document billing.tooltip1_responsive
Per document
Hourly
Per page
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"Accurately extracting data from corporate reports is a critical part of our workflows. I've never seen any tool as versatile as Sensible, which allows us to quickly configure extractions for high volume use, with the confidence that they'll be right every time - regardless of form complexity or variability."

Adam McCann

Co-founder & CEO, Claimer

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Built to seamlessly integrate into your workflow

Choose how you'd like to connect Sensible to your fintech platform:

API

Directly integrate Sensible’s functionality and data into your product or service.

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Zapier

Connect Sensible to Google Drive, Airtable, Salesforce and 5,000+ other integrations.

Export

No developer? No problem! Anyone can extract data to JSON, Excel, and CSV via the UI.

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Developers

Focus on building apps, not document extraction

Sensible gives you customizable control over your extraction process. Use Sensible Instruct to instantly extract data from any document, even ones you’ve never seen before, or SenseML for precise extraction from structured documents. There are no models to train (or retrain) and no onerous data requirements. Onboard using a single sample document and publish to development and production API endpoints with one click.

Operations Managers

Scale your business without the busywork

Sensible tackles repetitive data entry tasks so that your operations team can focus on the problems that drive customer happiness. With Sensible Instruct you can extract data instantly using natural language prompts, or with SenseML you have fine-grained control over your entire document extraction and validation pipeline. Time-consuming BPO relationships can be a thing of the past.

Streamline financial workflows with intelligent document extraction.

Stop relying on manual data entry. With Sensible, claim back valuable time while protecting against fraudulent documents. Your ops team will thank you and you can deliver a superior user experience. It’s a win-win.

check mark icon

Start with 100 documents free per month

check mark icon

Up-to-date & accurate documentation

check mark icon

Fast, technical customer support