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Stop re-keying data from tax returns, bank statements, and financial statements. Uptiq's domain-trained OCR reaches 95%+ extraction accuracy — certified by former underwriters and bankers — with full data lineage for every field.
Trusted by financial institutions across banking, lending & credit
The Problem
Every tax return, financial statement, and bank statement that arrives as a PDF sends an analyst to a keyboard — not to a decision.
In a typical commercial credit operation, a single underwriter spends 4–6 hours spreading a deal — classifying document types, extracting line items, and entering numbers into a spreadsheet. Multiply that across your full pipeline and you're looking at a significant capacity ceiling that no headcount addition can sustainably fix.
Generic OCR tools make the problem worse before they make it better. They typically plateau at 75–80% accuracy on financial documents — a ceiling that produces enough errors to require manual review of every output, eliminating the time savings entirely.
Financial institutions that try to build OCR in-house typically discover the 80% accuracy ceiling after 6–9 months of engineering work — and stall there.
The Solution
Uptiq's document intelligence agents were built specifically for financial services — not adapted from generic tools — and are certified to 95%+ accuracy by a Knowledge Team of former bankers and credit analysts.
AI automatically classifies incoming documents — tax returns, financial statements, bank statements — from email, portal uploads, or fax.
Field-level extraction with data lineage back to exact page, line, and document source. Every number is traceable.
Extracted data is validated against business rules and delivered structured into your LOS, spreading tool, or credit workflow.
Every extraction is fully logged with rationale and source citation. Examiners get one-click traceability.
Uptiq's AI OCR sits above your existing core, LOS, and CRM — there's nothing to rip and replace. It connects through 100+ native integrations across Jack Henry, FIS, Fiserv, Finastra, nCino, and more.
Most institutions have the first document type in production within 5 business days. The full financial document library — tax returns across all entity types, financial statements, bank statements, personal financials, and supporting schedules — typically deploys within 30 days.
Key Benefits
Analysts stop re-keying and start analyzing. The work that took 4–6 hours per deal compresses to minutes, returning your credit team to judgment work.
Every extracted field traces back to its exact source — page, line, and document. When examiners ask, the answer is one click away, not a manual rebuild.
Uptiq connects to your existing LOS, core, and CRM through 100+ native integrations. No new infrastructure. No IT project. No political risk.
Process 3x more documents without adding analysts. As origination volume grows, your extraction capacity grows with it — not your salary expense.
Certified by former underwriters and bankers on the exact document types your institution processes. Not a general-purpose AI tool retrofitted for finance.
Every extraction is scored for confidence. Low-confidence fields are flagged for human review — so you know exactly where AI is confident and where it isn't.
Capabilities
Automatically identifies and classifies incoming document types — tax returns, financial statements, bank statements, pay stubs, and supporting schedules — without manual routing.
Extracts specific financial fields (revenue, EBITDA, net income, DSCR inputs, debt schedules) with traceable data lineage to exact source location in each document.
Apply your institution's specific validation logic — cross-checking line items, flagging discrepancies, and surfacing inconsistencies across documents in the same credit file.
Delivers structured data directly into your loan origination system, spreading tool, or credit workflow. 100+ native integrations with Jack Henry, FIS, Fiserv, nCino, and more.
Supported Document Types
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
Email attachments, secure portal uploads, scanned PDFs — Uptiq ingests documents from any source your borrowers or internal teams already use. No new submission portal required.
The OCR agent identifies the document type, locates relevant fields, extracts values at 95%+ accuracy, and records the exact source for every data point — page number, line reference, and document name.
Extracted data is cross-checked against your institution's validation logic — internal consistency checks, cross-document reconciliation, and policy-specific field requirements — before delivery.
Clean, validated data flows directly into your LOS, spreading tool, or credit workflow. Your analysts see structured outputs, not PDFs — and every field traces back to its source for examiner-ready documentation.
Common Questions
Book a 30-minute session. Bring your own financial documents — we'll run the OCR live.
150+ financial institutions have already replaced manual document entry with Uptiq's domain-trained AI OCR.
Join ever-growing community of 500+ Financial Institutions who have harnessed the power of Uptiq Insights.
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