Agentic Document Extraction in Financial Services
Financial institutions process millions of documents every day—account applications, client questionnaires, KYC packs, financial statements, term sheets, the list goes on.
Manual review slows operations and makes it difficult to scale.
LandingAI transforms documents into highly accurate, verifiable, structured data so teams can reliably automate document-intensive workflows.
Why Agentic Document Extraction for
Financial Services
Scale Without Headcount
Decouple throughput from headcount by reducing manual document review and data entry. Compress cycle times across multiple document-heavy workflows.
Reduce Risk with Verified Data
The accurate extraction of borrower, customer and counterparty data reduces credit risk, fraud risk and financial crimes risk. Every downstream control benefits from higher quality inputs.
Move Faster on Every Decision
Faster decisions reduce abandonment in lending and accelerate deal closing in investment banking. At scale, speed becomes a competitive advantage.
Built for Complex Financial Documents
Intelligent document processing across retail banking, investment banking and wealth management is difficult due to the sheer diversity of document types, the inconsistent layouts and the domain-specific requirements. This complexity is compounded by multi-language content, handwriting, scanned images, photos, and legacy formats like faxes.
Accurate parsing of dense tables that span multiple pages and contain merged cells.
One pipeline for images, slides, documents, and spreadsheets including multi-page files with 1,000+ pages.
Strong recognition of multiple languages, handwriting, checkboxes, stamps and signatures.
Schema-driven field extraction with visual grounding traceable to the original document.
Use cases
Credit & Loan Underwriting
Extract borrower data from application forms and user-supplied supporting documents including proof of income, proof of assets, and identity documents.
Collapse time-to-decision from days to minutes
Decouple operational scaling from headcount
Improve portfolio quality and performance over time
Customer Due Diligence (CDD)
Find and verify required Know your customer (KYC) and Know your business (KYB) data fields in entity documents, articles of incorporation, and identity documents.
Reduce financial crime, credit and counterparty risk 
Improve AML alerting and focus investigation attention
Shrink time-to-revenue on new accounts
IB and VC Deal Analysis
Automate the biggest bottleneck in deal reviews – the analysis of financial statements, capitalization tables, company filings and pitch decks against your investment framework.
Enable faster, more consistent comparative analysis
Shift human attention up the value chain
Develop a competitive advantage in sourcing and screening
Trusted for Document-Heavy Financial Workflows
Agentic Document Extraction enables financial institutions to automate document-intensive processes that traditionally require manual review.
Agentic Document Extraction has proven to be both accurate and easy to use. We are building on that foundation to deliver reliable, transparent, and scalable automation that our customers can validate and trust.”
View case study →
ADE has significantly outperformed other document extractors we’ve used. It has helped us build an Agentic RAG answer engine, based on unique healthcare institutional content, to offer instant, validated support to medical professionals at the point of care.”
View case study →Trust is the product. Accuracy alone isn’t enough at enterprise scale—what matters is provenance, traceability, and control. LandingAI gives us confidence that every extracted value can be traced back to its source, audited, and defended. That’s what makes it deployable in regulated, real-world environments.”
View case study →
Agentic Document Extraction has proven to be both accurate and easy to use. We are building on that foundation to deliver reliable, transparent, and scalable automation that our customers can validate and trust.”
View case study →ADE has significantly outperformed other document extractors we’ve used. It has helped us build an Agentic RAG answer engine, based on unique healthcare institutional content, to offer instant, validated support to medical professionals at the point of care.”
View case study →Trust is the product. Accuracy alone isn’t enough at enterprise scale—what matters is provenance, traceability, and control. LandingAI gives us confidence that every extracted value can be traced back to its source, audited, and defended. That’s what makes it deployable in regulated, real-world environments.”
View case study →