Turn Unstructured Financial Documents
Into Trusted Data in Minutes
AI-powered document processing for financial institutions. Eliminate 90% of manual data entry while achieving 95%+ accuracy on PE transactions, broker confirmations, and reference data.
- Trusted by 50+ financial institutions
- 10M+ documents processed
- 95%+ AI accuracy guaranteed
- ISO 27001 ready
Is Your Team Still Drowning in Manual Document Processing?
Every day, financial operations teams waste thousands of hours on repetitive data entry. Here's what it's really costing you.
Hours Waisted Daily
Your current reality:
- 15 minutes per document to process manually
- 6-8 hours per day spent on data entry
- Analysts doing robot work instead of strategic analysis
- Zero time for value-added activities
Costly Errors
The human error problem:
- 15-25% human error rate on manual data entry
- Failed trades and settlements due to incorrect data
- Compliance risks and regulatory penalties
- Reputation damage with clients and partners
Can't Grow Without Pain
The scalability crisis:
- Linear hiring required for volume growth
- New hire training takes 3-6 months to full productivity
- Weekend overtime becomes the norm
- Analyst burnout and turnover (avg. 18 months tenure)
Structure: AI That Actually Works for Financial Institutions
Not another generic AI tool. Structure is purpose-built for financial documents with optimized prompting workflows, proven in production at leading institutions.
Upload Anything
AI Extracts
Validate
Integrate
Done
UPLOAD
Flexible document ingestion:
Email auto-fetch available
S3 listener or SFTP pulling
Drag & drop PDF or bulk upload
50+ file formats supported
AI EXTRACT
Powered by Claude Sonnet 4.5:
- Optimized for financial documents
- 95%+ field-level accuracy
- Multi-language support (6 languages)
- AI analyzes entire document
- Extracts all fields automatically
- Assigns confidence scores
VALIDATE
Perfect accuracy guarantee:
- Review only yellow/red flagged fields
- 80% auto-validated (green)
- Color-coded confidence scores (Green >85%, Yellow 60-85%, Red <60%)
- One-click corrections
INTEGRATE
Seamless system integration:
- Export to JSON/CSV/XML
- Push to your systems via API
- REST API, S3, SFTP, Direct database
- Real-time or scheduled delivery
- Complete audit trail
Time Comparison: Before vs After
Manual process
Your current reality:
- 15 minutes per document to process manually
- 6-8 hours per day spent on data entry
- Analysts doing robot work instead of strategic analysis
- Zero time for value-added activities
Total: 15 minutes per document
Our IDP Solution Process
The human error problem:
- 15-25% human error rate on manual data entry
- Failed trades and settlements due to incorrect data
- Compliance risks and regulatory penalties
- Reputation damage with clients and partners
Total: around 2 minutes per document
Result: 82% TIME SAVED
Proven Solutions for Your Specific Challenges
Every day, financial operations teams waste thousands of hours on repetitive data entry. Here's what it's really costing you.
Automate pe transaction processing
Extract capital calls, distributions, redemptions, and commitments from Private Equity fund documents with 90% accuracy on handwritten annotations.
Auto-Extracted Fields:
- Transaction type (capital call, distribution, redemption, commitment)
- Investor name and account details
- Gross amount and net amount
- Fund name and ISIN
- Transaction date and settlement date
- Fees and charges
- Multi-currency support
Key Metrics
time reduction
(15 min → 2 min)
accuracy on handwritten annotations
average confidence score
PE documents/day processed
Maintain and enrich fund master data
Maintain and enrich fund master data, security identifiers, investor registries, and portfolio codes with 95%+ fuzzy match accuracy.
Enriched data:
- Fund name and ISIN
- Bloomberg ID, CUSIP, SEDOL identifiers
- Security name and portfolio code
- Currency and exchange
- Sector classification
- Real-time referential enrichment
- Fuzzy matching for data validation
Key Metrics
match accuracy with fuzzy matching
Real-time referential enrichment
validated fund records
Automated data quality checks
Extract multi-table transaction data
Extract multi-table transaction data from broker statements, trade blotters, and monthly portfolio reports with 95% confidence on multi-page documents.
Extracted Fields:
- Transaction code (ISIN, CUSIP, SEDOL)
- Transaction type (buy, sell, transfer, etc.)
- Quantity and unit price
- Amount and fees
- Transaction date and settlement date
- Portfolio code and counterparty details
- Multi-table structure recognition
Key Metrics
transactions per statement
confidence on multi-page documents
Same-day processing for complex layouts
Multi-table extraction capability
Enterprise-Grade Features, Out of the Box
Everything you need to transform your document processing operations.
Unmatched Accuracy
Our AI is trained on 10M+ financial documents. Not generic—specialized for your industry.
- Claude Sonnet 4.5 powered (latest model)
- Optimized prompting workflows for financial documents
- Purpose-built for PE, broker files, prospectuses
- Benchmark proven vs competitors (20% more accurate)
Result: 20% more accurate than generic AI on financial documents
Lightning Fast
Process 500 documents in the time it takes to manually handle 90.
- 5-30 seconds AI extraction per document
- 2 minutes human validation (only uncertain fields)
- Instant distribution to target systems
- Batch processing available (100+ docs simultaneously)
Result: 15 minutes → 2 minutes per document
Human-in-the-Loop
AI handles 95%, humans perfect the rest. Best of both worlds.
- Confidence-based review (only flag uncertain fields)
- Highlighted source fields in original document
- One-click corrections with context
- Complete audit trail for compliance
Result: <2% final error rate vs 15-25% manual
Universal Integration
Connect to your existing systems in days, not months.
- REST API + Webhooks for real-time integration
- S3, SFTP, Database direct connections
- SWIFT, FIX protocols supported
- Custom integrations available
Result: 3-5 day integration timeline (vs 3-6 months traditional)
Bank-Grade Security
Your data never trains public models. Fully isolated and compliant.
- ISO 27001 ready
- AES-256 encryption (at rest and in transit)
- Keycloak SSO + Role-based access control (RBAC)
- GDPR, MiFID II, CCPA compliant
Result: 99.95% uptime SLA with zero security incidents
Optimized AI
Purpose-built AI with optimized prompting workflows.
- Optimized LLM prompting workflows
- 95-98% accuracy on financial documents
- Custom field configuration for your documents
- Regular platform updates
Result: Consistent high accuracy out of the box
How accurate is NeoXam Structure really?
Our overall field-level accuracy is 95-98% depending on document quality and use case. For critical fields like ISIN codes, we achieve 99% accuracy.
We provide detailed accuracy reports during your trial so you can validate with your own documents. Unlike competitors who claim “99% accuracy” at the document level, we measure accuracy at the field level—a much more rigorous standard.
Real customer data: After processing 10,000 PE transactions for a leading fund, we achieved 97.4% field-level accuracy, with 99.1% on financial identifiers (ISIN, CUSIP).
How long does implementation take?
Most customers are processing documents in production within 2-4 weeks.
Timeline breakdown:
- Week 1: Setup, configuration, sample document upload
- Week 2: Pilot run with 100 real documents
- Week 3-4: Team training and go-live
Enterprise deployments with custom integrations may take 4-8 weeks depending on complexity. Our average time to first document processed: 72 hours.
Do you support my specific document type?
We support 50+ financial document types out of the box, including PE transactions, broker confirmations, prospectuses, term sheets, K-1 statements, NAV reports, and more.
For custom documents not in our library, we can train the AI on your specific format in 2-4 weeks using 20-50 sample documents. Our success rate with custom documents: 94%.
Can Structure integrate with our existing systems?
Yes. Structure offers multiple integration options:
- REST API: Real-time push/pull (< 1 second latency)
- S3/SFTP: File-based delivery (scheduled or triggered)
- Direct database: Insert directly into your database (PostgreSQL, Oracle, SQL Server, MySQL)
- Webhooks: Event-driven notifications
- SWIFT/FIX protocols: For broker connectivity
- Custom integrations: Available via professional services
Most integrations take 3-5 days with our integration team’s help. We provide SDKs in Python, JavaScript, Java, and .NET.
Is my data secure and private?
Absolutely. Your data security is our highest priority:
- Encryption: AES-256 at rest, TLS 1.3 in transit
- Certifications: ISO 27001 ready
- Data isolation: Your documents never train public models
- Private AI models: Customer-specific instances with no data sharing
- Compliance: GDPR, MiFID II, CCPA compliant
- On-premise option: Available for maximum control
- Regular audits: Annual third-party security assessments
Our security track record: Zero breaches since launch, Zero customer data incidents.
What if the AI makes a mistake?
Our human-in-the-loop design ensures mistakes are caught before they enter your systems:
- AI extracts all fields with confidence scores
- Low-confidence fields (< 85%) are flagged for review
- Human validator sees highlighted source in document
- One-click correction
- All changes logged in audit trail
Average validation time: 90 seconds per document (reviewing only 3-5 uncertain fields out of 15-20 total).
You can also set custom validation rules to auto-reject suspicious values (e.g., transaction amounts > $10M, dates in the future, invalid ISINs).
Final error rate: <2% (vs 15-25% with manual processing).
Do you offer professional services?
Yes. Our professional services team can help with:
- Custom integrations: Connect to legacy systems
- Field training: Train AI on your specific document formats
- Data migration: Import historical documents
- Ongoing optimization: Monthly AI performance tuning
Services are priced separately based on scope. Most customers don’t need them—our platform is designed for self-service in 80% of use cases.
What file formats do you support?
Documents:
- PDF (native and scanned)
- Microsoft Word (.docx, .doc)
- Microsoft Excel (.xlsx, .xls, .csv)
- Images (PNG, JPG, TIFF, BMP)
- HTML and web pages
- Emails (.eml, .msg)
Size limits:
- Max file size: 50 MB per document
- Max pages: 500 pages per PDF
- Batch uploads: 100 documents at once
Output formats:
- JSON (structured data)
- CSV (tabular data)
- XML (custom schemas)
- Direct database insert
- Excel export