Extract data from financial account statements, create spreadsheets, and automatically update your client records.
Extract data from financial account statements, create spreadsheets, and automatically update your client records.
Each month, Financial Advisory service companies are required to review various account statements and compare various figures on behalf of their clients. Impira turns statements from any carrier into structured data, enabling an automated client management workflow.
Extract financial data from complex account statements, from any carrier, no matter the format — even scanned images.
Impira’s technology learns the difference between your various document formats. No need to work with brittle templates or an engineer.
Search across all your records, for names, dates, addresses, and more.
Integrates with your existing data systems to avoid interruptions to business as usual activities.
Automatically ingest documents and files from emails, web portals, scanners, apps, messages, and more.
Download the data you’ve extracted as a CSV for rapid analysis and reporting.
Create a collection, and add some financial statements. Collections keep your files organized and tell Impira they’re related, even if they’re different file types.
Open one statement, and highlight the information you want to extract. Impira will automatically start to find matches in your other invoices within the collection.
Review and confirm auto-generated matches. Impira learns from your feedback, and will continually improve matches’ accuracy and confidence.
Get your invoices, POs, and receipts into Impira, and group them into collections.
Select the data you want to extract. Impira learns and retrieves matches across the rest of the invoices in your collection.
Impira learns from your reviews and automatically makes itself more accurate and useful.
Impira is onboarding new users every day. In order to get early access for free, sign up now.
