Automated Document Processing | AI for Banking & Finance
Common Financial Form Templates That Can Be Used with AIWizz:
- Loan Application Forms
- Invoices
- Income Statements
- IDs (Passports, Drivers License)
- Cash Flow Statements
- Expense Reports
- Receipts
- Credit Applications
- Balance Sheets
- Account Opening Request Forms
- W-9 Forms
- Credit Card Authorization Forms
- Credit Repair Consultation Form
- Credit Card Applications
- Account Closing Forms
- Personal Financial Statement Forms
- Borrowers Authorization Forms
- Identity Verification Forms
- ACH Authorization Forms
- Wire Transfer Forms
- Financial Aid Forms
- Human Resources Paperwork
- Payroll
- Business Office Paperwork
- Reimbursements
Examples of Fields That Can Be Extracted with OCR Technology:
- Name
- Social Security Number
- Customer ID
- Address
- Phone
- Income
- Credit Score
- Amount
- Date
- Transaction ID
- Account #
- EIN
Automate and Elevate: AI-Powered Data Capture for Smarter Workflows
The banking and financial industries are among the top fields to benefit from AI-driven solutions like intelligent document processing (IDP). AIwizz will simplify your processes to boost manpower, accelerate workflows and improve accuracy and efficiency.
Use the power of OCR (optical character recognition) and AI machine learning with a variety of documents, including loan applications, balance sheets and identification verification forms to expedite processing times, to enhance the customer experience. Start your free trial today (no CC required) to process your files in a fraction of the time compared to manual data entry.
No contract to sign! Get up-and-running in minutes.