AI-Powered Document Automation for Enterprises

Intelligent Document Processing (IDP) is a next-generation AI solution that automates how businesses handle unstructured documents. With FintegrationAI’s IDP platform, organisations can extract data from invoices, KYC forms, contracts, and bank statements using intelligent OCR and NLP. It replaces manual document handling with an AI document automation system designed for high-volume workflows in fintech, compliance, and legal environments.

Absolutely. FintegrationAI’s intelligent document processing platform offers seamless API integration with Tally, SAP, Zoho, Salesforce, AWS S3, Google Drive, and SharePoint. You can automate invoice extraction in Tally, push KYC data into your CRM, or set up webhook-based workflows. This makes it ideal for fintech document processing and real-time document orchestration.

Our pricing is modular — based on the volume of documents, document types, and number of users or API calls. Whether you're looking for affordable AI OCR pricing for Indian startups or enterprise-grade compliance workflows, we offer transparent plans for every stage. Contact us for a tailored quote based on your document automation needs.

You can go live with FintegrationAI’s intelligent OCR and automation system in under a week for standard workflows. With our no-code onboarding and API-based integrations, fintechs, insurance firms, and legal teams can automate their document processes quickly — no complex setup required.

Yes, FintegrationAI comes with a built-in dashboard that provides real-time insights into document processing metrics, including SLA tracking, field accuracy rates, exception trends, and audit logs. Whether you're processing 100 invoices a day or automating KYC for thousands of users, you can monitor everything via our analytics panel — with export options for audit-ready reporting.

FintegrationAI’s OCR and NLP engine is trained specifically for financial document extraction and legal workflows. It delivers over 95% accuracy on key fields such as invoice totals, tax details, customer names, and KYC information. The system includes intelligent confidence scoring, flagging low-confidence fields for human-in-the-loop review — ensuring high accuracy for invoice OCR, KYC forms, and contract clause identification.

Yes, FintegrationAI is built with enterprise-grade security. The IDP platform is SOC 2 and ISO 27001 ready, uses encryption in transit and at rest, and maintains detailed audit logs for every document interaction. This ensures our automated document classification and processing engine is fully compliant with financial regulations and privacy standards.

FintegrationAI’s intelligent document processing system supports a wide range of document types such as: Invoices and receipts (ideal for AI-powered invoice processing) Purchase orders and goods received notes (GRNs) PAN cards, Aadhaar, utility bills (for automated KYC document processing) Contracts, SLAs, NDAs (for legal document automation) Salary slips, resumes, and employee onboarding forms Bank statements and account verification documents (perfect for NBFCs and lenders) Whether you need to extract line items from a bill or validate a document against government databases, our AI OCR software ensures it’s fast, accurate, and compliant.

Documents can be uploaded through: Drag-and-drop interfaces Email-to-parse forwarding Real-time API ingestion File sync via SharePoint or Google Drive Mobile capture integration (optional) Whether you're uploading invoices for reconciliation or KYC documents for compliance, FintegrationAI supports multi-channel document intake at scale.

Yes. Our AI-first document processing platform supports both pre-built templates for over 100 document types and custom model training for proprietary formats. You can define document routing workflows, approval hierarchies, and validation rules — making it ideal for compliance-heavy use cases like NBFC onboarding, invoice matching automation, and legal clause extraction.

We offer a 7-day free trial with full access to all features. This allows you to explore the platform in a secure and private environment and see how it can improve your bookkeeping processes before committing.

FinSync is a cloud-based solution that can be securely accessed from any web browser, so no additional software installation is required.

Yes, FinSync supports integration with a wide range of banks, allowing seamless syncing of financial data from multiple accounts in a secure and private manner, making it easier to manage all client information in one place.

FinSync Solution is a comprehensive and secure software platform designed to simplify bookkeeping for accountants and bookkeepers. It automates customer onboarding, syncs bank accounts, and provides real-time access to financial data in a secure and private environment.

Absolutely! FinSync is designed to handle multiple client accounts securely, making it easy to switch between clients and access the relevant financial data with a few clicks

FinSync can sync bank transactions, statements, deposits, and check images, providing comprehensive financial insights for better bookkeeping management—all in a secure and private environment.

FinSync uses industry-standard encryption and security protocols to protect your data. Real-time syncing minimizes manual entry errors and ensures that financial data is always up-to-date and accurate. We comply with data privacy regulations and partner with trusted providers like Plaid, which adheres to ISO 27001, ISO 27701, and SOC 2 Type II security standards.

FinSync takes privacy and security seriously. All data collected from Plaid is encrypted using AES-256 encryption and transmitted via TLS protocols. We also implement multi-factor authentication and ensure that all data processing activities comply with relevant security standards, such as ISO 27001 and SOC 2 Type II, to maintain secure and private data integrity and confidentiality.

FinSync streamlines the onboarding process by enabling clients to connect their bank accounts directly to the platform, ensuring secure, private, and instant access to their financial data without the need for manual document uploads.

The Pay-as-you-go pricing model charges businesses based on their actual usage of Plaid’s services. This is ideal for startups or companies that prefer to avoid upfront costs. Charges are typically based on the volume of API calls or the number of connected users.

Yes, businesses can upgrade to a higher-tier plan as their needs grow. Plaid offers flexibility to scale by customizing plans to accommodate increased usage or additional product features.

Plaid’s pricing for businesses typically follows a tiered structure that may include: Pay-as-you-go plans for smaller companies or startups. Custom pricing for enterprises, which depends on usage volume, product types, and additional services. Details on specific pricing are generally provided upon request from Plaid.

Plaid does not charge transaction fees directly to consumers. However, businesses pay for Plaid services, which may include per-user fees, API call fees, or subscription-based fees depending on their chosen plan.

Plaid bills businesses based on their usage of its API. For example: Charges may vary depending on the number of API calls made or specific product integrations used (e.g., Auth, Transactions, or Income). Companies often receive monthly invoices reflecting their usage.

Yes, individuals can use Plaid at no cost. Plaid does not charge consumers to connect their financial accounts to apps and services. Instead, Plaid's business model involves charging companies that use its API for integration.

Is there a fee for consumers to connect their accounts using Plaid?

Plaid sometimes offers discounts or promotional pricing for startups or businesses in their early stages. You can inquire about these offers during the onboarding process or through Plaid’s sales team.