Pain Point Background
Enterprise financial systems often need to deal with bank statements, tax PDF, Excel reports and other formats of data, the traditional manual entry is inefficient and high error rate.
UnDatas.IO Solutions
- Unified Access Layer (UAL)Support PDF/Word/Excel and more than ten formats via API for direct uploading.
- Smart Classification: Automatically differentiate between numeric tables, text descriptions and check formulas in a document
- field mapping: Recognize semantic fields such as "amount" and "date" with LLM integration function
- batch mode: Official SDK available
batch_process()method to handle multiple documents
Implementation of recommendations
It is recommended that a pretreatment pipeline be established: 1) with ashow_version()Check service status 2) Set field checking rules 3) Use asynchronous callback mechanism to process large volume of documents. For special format requirements, the model's few-shot learning capability can be invoked for customized training.
This answer comes from the articleUnDatas.IO: API service for accurate parsing of various types of unstructured data (paid)The
May not be reproduced without permission:AI productivity tools " How to optimize the process of converting financial statement data from a multi-format document to a database?
