# Fintelite AI AI document extraction and workflow automation for business and IT teams - Findings24: - Site: - Preços: Freemium - Categorias: OCR com IA, Extração Documentos IA, Automação de fluxos de trabalho com IA ## O que é Fintelite AI? Fintelite AI is a document processing platform that turns invoices, bank statements, contracts, identity documents, and other business records into structured data. Teams define the fields they need, upload documents, and export results for spreadsheets or downstream systems. The platform combines AI-powered OCR with contextual extraction, supporting varied document layouts without per-template setup or training data. Business teams can work through a no-code interface, while developers can integrate extraction into existing applications. Fintelite also offers an AI Knowledge Base for querying internal documents through natural language questions and source-linked answers. ## O que Fintelite AI pode fazer? ### Custom extraction rules Define required fields in a no-code interface. Extract transaction line items, totals, dates, vendor details, and other information from documents with different layouts. ### Spreadsheet and API outputs Download structured Excel files or receive JSON through a REST API. Custom schemas, field-level confidence scores, and webhooks support integration with existing data pipelines. ### Document matching and validation Match purchase orders, delivery receipts, and invoices. Flag discrepancies, duplicate payments, suspicious shipping records, and potential document manipulation for review. ### Workflow controls Configure granular access permissions and approval flows, retain audit trails, and track logistics document status from order through delivery. ### Bulk processing and deployment options Process hundreds to thousands of documents in bulk. The platform supports SaaS and fully on-premise deployment, with end-to-end encryption. ### Internal knowledge assistant Sync content from Google Drive, Notion, Slack, and SharePoint into an AI Knowledge Base. Employees can ask questions and receive contextual answers linked to their sources. ## Casos de uso ### Accounts payable and supply chain reconciliation Reconcile multi-vendor invoice batches against purchasing and delivery records before payment. Transfer structured results into ERP or accounting workflows and route discrepancies for review. ### Loan application review Extract and validate financial information from bank statements and loan documents so underwriters can focus on risk assessment instead of manual data entry. ### Insurance onboarding and claims Capture identity details for KYC and transfer information from claim forms and supporting evidence into processing systems. Check document validity and flag inconsistent information. ### Employee knowledge access Help HR, legal, sales, and operations teams find policies, employment contracts, product specifications, and repeatable procedures through an internal question-and-answer assistant. ## Perguntas frequentes ### Does extraction require technical skills or document templates? Business users can define fields and upload documents through a no-code interface. Fintelite states that extraction works without per-template setup or prior training data; developers can also use the API. ### Which document types does Fintelite support? The website lists invoices, purchase orders, receipts, bank statements, ID cards, loan applications, payslips, and contracts. Its industry solutions also cover logistics records and insurance claim documents. ### Can the knowledge base be updated after setup? Yes. Teams can add new documents and knowledge whenever information changes. Supported inputs include PDFs, scanned files, web links, images, spreadsheets, and slide decks. ## Informações rápidas - **Product category**: Intelligent document processing - **Primary users**: Business operations teams and IT teams - **Access**: No-code interface and REST API - **Deployment**: SaaS or fully on-premise - **Website**: https://fintelite.ai