Accurateli

Structured data in seconds, humans free for true advisory work.

Accurateli dashboard

Challenge

Brokers and lenders wasted hours re-keying figures from tax returns and worksheets before any real analysis could begin.

Solution

Adsum AI built a bespoke workflow engine that ingests diverse financial documents, extracts and normalises key data points, and hands a clean dataset to analysts in seconds – keeping experts in the loop while stripping out the tedious parts.

Implementation highlights

  1. 1

    Ingest & OCR

    Uploads PDFs and images, high-accuracy text extraction.

  2. 2

    Structured Data Extraction

    Custom ML models pull income, liabilities and other key fields into a consistent JSON schema.

  3. 3

    Human Review

    Analysts review flagged edge-cases and approve the ready-to-use dataset.

Results

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