Effortless Data Extraction Made Simple

Effortless Data Extraction Made Simple

Upload financial documents. Extract key data instantly. Automate tedious manual entry.

85%

85%

less time on data entry

96%

96%

accuracy with main financial data

Book a demo

client report
client report
client report
client report
client report
client report

No more updating templates

AI-powered document understanding

AI-powered document understanding

Sherpas AI mimics human understanding of any financial document, automatically classifying document types, recognizing sections, and identifying key elements such as text, tables, checkboxes, and symbols.

Sherpas document gallery

Instant extraction with pre-trained models

Instant extraction with pre-trained models

Get started quickly with Sherpas' library of pre-trained financial documents, designed to recognize standard forms like tax returns, brokerage statements, and loan agreements.

No-code custom extractions

Custom data extraction,
just type what you need

Custom data extraction,
just type what you need

Define custom extraction rules in seconds with our easy text-to-extraction UI. No coding or complex setup—just type what you're looking for, and the AI will retrieve the data in your preferred format.

Start automating Data Extraction today

Faster processing, fewer errors, and more time for clients.

Save 85% of time on manual entry

Reduce errors and improve consistency in document processing

Process financial documents in seconds, not hours

Book a demo

Start automating Data Extraction today

Faster processing, fewer errors, and more time for clients.

Save 85% of time on manual entry

Reduce errors and improve consistency in document processing

Process financial documents in seconds, not hours

Book a demo

Start automating Data Extraction today

Faster processing, fewer errors, and more time for clients.

Save 85% of time on manual entry

Reduce errors and improve consistency in document processing

Process financial documents in seconds, not hours

Book a demo

Start automating Data Extraction today

Faster processing, fewer errors, and more time for clients.

Save 85% of time on manual entry

Reduce errors and improve consistency in document processing

Process financial documents in seconds, not hours

Book a demo

Start automating Data Extraction today

Faster processing, fewer errors, and more time for clients.

Save 85% of time on manual entry

Reduce errors and improve consistency in document processing

Process financial documents in seconds, not hours

Book a demo