Finance
Process Financial Documents at Scale
Process Financial Documents at Scale
Parse complex nested tables, multi-layered spreadsheets, and regulatory filings with AI that understands financial semantics. Built for hedge funds, banks, and financial institutions.
Document Types
Process Any Finance Document
Financial Statements
Extract balance sheets, income statements, and cash flow data with full table structure preservation including multi-level headers and footnotes.
SEC Filings
Process 10-K, 10-Q, 8-K filings and proxy statements. Parse EDGAR formats and extract risk factors, disclosures, and material changes.
Investor Decks
Automatically extract KPIs, financial projections, and company metrics from pitch books and investor presentations in PowerPoint or PDF.
Loan Agreements
Analyze credit facilities, term sheets, and loan documents. Extract covenant requirements, payment schedules, and termination clauses.
Bank Statements
Parse account statements and reconciliation documents. Extract transaction histories, balances, and account details across multiple formats.
Tax Documents
Process K-1s, 1099s, and tax returns. Extract income allocations, deductions, and tax basis information for compliance and reporting.
Audit Reports
Extract findings from financial audits and compliance reports. Parse auditor opinions, material weaknesses, and remediation items.
Trade Confirmations
Process execution reports, trade settlements, and confirmations. Extract trade details, counterparties, and settlement instructions.
Use Cases
Built for Finance
Extract balance sheets, income statements, and cash flow data with full table structure preservation. Handle complex multi-level headers and nested tables.
- Parse complex multi-level tables
- Extract footnotes and annotations
- Support GAAP/IFRS formats
- Normalize data for analysis
“Retab successfully parsed complex nested tables that other APIs failed at, replacing our previous Qwen-driven pipeline.”
Director of Engineering
Head of Data Infrastructure
Top 5 UK Hedge Fund
“We process thousands of financial statements monthly. Retab has cut our data extraction time by 90% while improving accuracy.”
VP of Operations
Head of Portfolio Analytics
Global Asset Manager
Enterprise
Enterprise ready security
Industry-leading document processing without compromising trust.
Secure, private, and compliant. Always.
SOC2 Type II
HIPAA
CCPA
GDPR
SOC2 Type II
HIPAA
CCPA
GDPR
FAQ
Common Questions
Transform your financial data workflows
Start processing financial documents in minutes. No credit card required.