DocuMagnet Financial OCR
by Proways Consulting LLC
Extract financial data from documents directly into Microsoft Excel. No copying, no pasting.
One-Click Data Extraction: Select your document, click 'Get Data', and watch as financial data automatically populates your Excel worksheet.
Professional Formatting: Extracted data loads into beautifully formatted Excel tables with headers, borders, and proper currency formatting.
Multiple Document Types: Process bank statements, credit card statements, W-2s, 1099s, invoices, payslips, and 1040s - all from within Excel.
Secure Processing: Documents are encrypted with RSA-4096 and processed in transit only. Your sensitive financial data is never stored.
Transactions Only Mode: Extract just the transaction details without account summary data - perfect for bookkeeping and reconciliation.
Subscription Required: This add-in requires a paid DocuMagnet Partner subscription. Credits are consumed per document processed. Free trial credits available for new accounts. See documagnet.com/pricing for subscription plans and pricing.
App capabilities
- Can read and make changes to your document
- Can send data over the Internet