Pull data from financial statements automatically

Easy as one-two-three: drop your docs into our tool, let the automation do the heavy lifting, and verify results. Manual tasks off, better clarity on business transactions on.

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Data processing just got a lot easier

Financial statements are the everyday bread of financial analysts, accountants, risk assessment managers or investment experts. Each need is different, but the common ground is time spent on reading and pulling data from them.

Alphamoon reads statements and pulls data relevant to you in a snap.

With automation in place, you remove manual data entry from the equation. Easily accessible data for your team gives you space to do more in less time.

Automation that’s easy to create & fast to deliver

Cutting-edge tech to work with your docs stack


Optical character recognition converts images, such as photos or scans, into machine-encoded text. The model handles low-quality so worry not about multilingual symbols, poor image quality, and stains.


The core feature of our technology is the powerful data extraction component. With AI and ML at its core, entity extraction understands the context of data fields. You can also customize the fields you’d like to extract.


Based on the contents and layout of the doc, the platform automatically labels the incoming files and sorts them. The first segmentation requires no manual work.


Connect Alphamoon with your stack through API or via Zapier. Add a database like Google Drive or OneDrive to source new documents straight to the document automation tool.


Have questions about the product? Read the most common ones or head to full FAQ below.

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What processes can I improve thanks to financial statements automation?

Reading data from financial statements is process optimization for business and financial analysts, accountants, risk managers, CFOs and other experts in the field of company financial assessment. Pulling data automatically from financial statements can help you mitigate risks of wrong data entry (which is costly to amend), avoid human mistakes in risk assessment, and help teams process more cases in the same time (without the need to increase FTEs).

What formats can I process in Alphamoon?

The platform supports common file types, including PDF, DOCX, XLSX, PNG, JPG, TIFF, and emails. After data extraction, data appears in a file, ready to be downloaded as CSV or XLSX or safely imported into the internal processing system of your choice through API or Zapier.

How does the custom model work?

Using templates in Alphamoon platform is very easy. In the beginning, you can use the template “Financial statements” that will you get started. In the configuration sheet, you will be able to adjust the fields you’d like to extract – think of the exact data you need to process, such as operating income. Note that if the information may be found multiple times (as is the case of financial statements, where operating income may apepar several times per each fiscal year), remember to include that the field may be extracted multiple times. After setting up the model, you may add your first documents. In the case of any problem, remember to chat with us directly in the platform or send an e-mail to support@alphamoon.ai.

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