Upload financial documents. Extract key data instantly. Automate tedious manual entry.
less time on data entry
accuracy with main financial data
No more updating templates
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
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
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.
