Financial Services

Process financial documents with zero cloud risk

Banks, credit unions, wealth advisors, and lenders use UniDocVerse to extract, classify, and analyze sensitive financial documents โ€” entirely on-premises. No data leaves your environment.

Documents processed today
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Bank Statement Q3 2024
Extracted: 47 transactions โ€ข 3 anomalies flagged
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Loan Application โ€” Smith, J.
W2, pay stub, tax return linked โ€ข DTI: 34%
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1099-INT Batch (128 docs)
Classified in 41 seconds โ€ข 0 errors
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Credit Report โ€” Redacted
Score: 742 โ€ข Derogatory marks: 0
Documents we process
Bank Statements W-2 Forms 1099s (INT/DIV/MISC/NEC) Tax Returns (1040/1120/1065) Pay Stubs Loan Applications Credit Reports Investment Statements Brokerage Statements Wire Transfer Confirmations Appraisal Reports Escrow Documents KYC/AML Packets Financial Statements (P&L, Balance Sheet) Audit Reports

Built for financial data sensitivity

Financial documents contain SSNs, account numbers, income data, and credit history. UniDocVerse processes everything locally โ€” your GPU, your server, your control.

100% On-Premises
AI runs on your hardware. No API calls to OpenAI, no data shared with third-party cloud services. Meets SOX, GLBA, and internal data governance policies.
Loan File Assembly
Automatically link W-2s, pay stubs, tax returns, and bank statements to a single borrower record. Calculate DTI and flag missing documentation.
Intelligent OCR
Extract structured data from scanned PDFs, photographed statements, and handwritten forms. Works on low-quality scans that other tools reject.
Anomaly Detection
Spot inconsistencies between documents โ€” e.g., income on a pay stub that doesn't match the tax return โ€” before they become compliance issues.
Ask AI per Document
"What is the net income on this 1040?" "Is this bank statement from the last 3 months?" Ask plain-English questions against any document in your vault.
Batch Processing
Process hundreds of loan files overnight. Auto-classify, extract key fields, and flag exceptions โ€” ready for underwriter review each morning.

Numbers that move the needle

92%
Reduction in manual data entry time
<60s
To classify and extract a 40-page loan file
0
Documents leave your perimeter
128+
Financial document types recognized
Mortgage & Lending
Automate income verification, asset verification, and document checklist completion. Reduce clear-to-close time by 40%.
Wealth Management
Parse client brokerage statements, tax documents, and estate planning docs. Surface actionable portfolio insights without data leaving the office.
Compliance & Audit
Cross-reference documents for GLBA, BSA/AML, and SOX evidence. Generate audit-ready exports with source traceability.

Ready to process financial documents securely?

Download UniDocVerse free โ€” runs locally, no subscription required to get started.

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