Solutions
Document Processing & Extraction
Intelligent document parsing and structured data extraction from PDFs, spreadsheets, and financial documents at scale.
- 97% extraction accuracy
- 247+ docs per batch
- No per-provider config
- Human review on flags
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Every provider's format is different
A pension transfer value from one provider looks nothing like another's. Per-provider templates and per-document keying absorb teams that should be doing analysis, not data entry.
Errors propagate downstream silently
A mistyped figure on a provider statement becomes a wrong number in a client report, a regulatory filing, and a board pack - discovered weeks later, if at all.
The work scales linearly with volume
Twice the documents means twice the work and twice the error surface. Growth through acquisition or product expansion hits a documentation wall that hiring cannot solve.
Sampling-based QA misses most issues
Manual review only inspects a fraction of documents. The other 90%+ goes through unchecked, and the firm finds out about problems from clients, regulators, or audits.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Upload documents
PDFs, Word files, Excel spreadsheets, and scanned images from SharePoint, OneDrive, email, or direct upload. A single run processes 247+ documents.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Classification accuracy
With Synthex
Before
N/A
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Processing speed
With Synthex
Before
30 min per document
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Batch capacity
With Synthex
Before
1 at a time
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Error detection
With Synthex
Before
Manual review
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Format handling
With Synthex
Before
Per-provider config
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Residual error rate
With Synthex
Before
Unknown
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Classification accuracy
N/A
97%
Processing speed
30 min per document
Seconds
Batch capacity
1 at a time
247+
Error detection
Manual review
Automated validation
Format handling
Per-provider config
Automatic adaptation
Residual error rate
Unknown
3% flagged for review
FAQ
Common questions
The questions buyers ask before they book a demo.
What documents can Synthex process?
Synthex can process the documents financial services firms handle every day, including PDFs, spreadsheets, emails, application forms, provider letters and supporting client documents. It extracts structured data, links each field back to the source, and routes uncertain information for human review.
How accurate is the extraction?
Accuracy depends on the document type, source quality and the rules agreed for the workflow. Synthex validates extracted data against your firm's logic, flags exceptions, and keeps an audit trail back to the source document before information is approved or sent downstream.
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Learn moreSee Document Processing & Extraction in your firm
We'll tailor the walkthrough to how your firm actually runs.