One platform for every document process

Document automation for every business need

From accounts payable to customer onboarding, DocXtract transforms every document into actionable data.

30+
Document types
98%
Accuracy
<3s
Per document
10x
Faster processing
Banking & financial services

Automate the documents that power banking, lending & compliance

From faster KYC and onboarding to loan processing — DocXtract reduces manual effort by 90% while meeting all compliance requirements by regulators.

Loan approval

Accelerate loan decisioning with automated extraction from CRIF reports, salary slips, ITR, Form 16 and integrated with your loan processing system.

Credit Score Income Outstanding Debt Enquiries Payment History

Bank statements

Extract transaction history, balances, and account details from multi-bank format statements.

Account Number Credits/Debits Opening Balance Opening/Closing Balance

KYC & identity

Extract and validate identity fields from Aadhaar, PAN, Passports and more.

Aadhaar Number Full Name Date of Birth Address
Example: Digital customer onboarding
Customer Upload Photo/Scan
DocXtract API Extract Fields
Verify Database Check
Approve Account Created
Manufacturing & logistics

End-to-end document automation across your operations

Automate vendor onboarding, purchase order processing and shipping documentation — eliminating manual bottlenecks and connecting directly to ERP and other systems.

Purchase orders

Extract header and line-item data from POs and perform 3-way matching automatically.

PO Number Line Items Unit Price Quantity Delivery Date Total Value

Shipping & logistics

Extract critical information from bills of lading, airway bills and delivery challans — push to TMS or WMS for real-time shipment tracking.

AWB Number Port of Lading Container number Challan No.

Vendor onboarding

Extract GSTIN, bank details and compliance certificates from vendor registration documents and push to the ERP automatically.

GSTIN Account Number IFSC Code Legal Name State Code Udyam No.
Healthcare & insurance

From patient onboarding to claims settlement

Automating patient registration, records digitisation, insurance claims processing, and policy document extraction — reducing TAT from days to minutes.

Claims adjudication

Insurers can parse bills, discharge summaries and policy documents to speed up claim settlement. Detect billing discrepancies and policy mismatches.

Hospital Name Total Claim Amount Planned Procedure Estimated Cost TPA/Insurer

Insurance / medi claims

Hospitals can process cashless pre-authorisation requests and reimbursements by extracting all fields and cross-checking against policy.

Policy Number Sum Insured Diagnosis Exclusions Room rent limit

Patient records

Extract structured data from prescriptions, discharge summaries and reports — convert records into searchable data.

Patient ID Diagnosis Test Results Admission/Discharge Date
Horizontal use cases

Use cases relevant across industries

These workflows cut across every sector — finance, HR, operations. One platform handles them all.

Invoice processing

Automated extraction of invoices — all types and formats — validated and posted directly to your ERP and accounting systems. No manual entry, no template handling.

GST Invoice
Invoice Number GSTIN Line Items HSN Codes CGST/SGST/IGST Total Due Date
Applicable industries
🏭 Manufacturing 🏥 Healthcare 🏦 BFSI 🚚 Logistics 🛒 Retail ⚡ Energy & Utility

Employee onboarding

Accelerate employee onboarding by auto-populating your HRMS from offer letters, identity documents, salary slips and more — reducing days to minutes.

Offer Letter
Name Designation CTC Joining Date
Salary Slip
Basic Salary Net Pay Deductions PF Number
Relieving Letter
Last Working Day Resignation Date Notice Period
Educational Certificates
Degree University Name Year of Passing Division / Grade
Applicable industries
👥 Staffing 💻 IT Services 🏭 Manufacturing 🏥 Healthcare 🛒 Retail 🎓 Education

Ready to automate your document workflows?

Book a 30-minute demo and see DocXtract process live documents from your industry — no setup, no commitment.