How The AI Extraction Works
From Unstructured Documents to Ready-to-Use Data
A Simple But Powerful Workflow:
- Upload financial documents to a designated Google Drive folder
- Automatic detection triggers the workflow when new files arrive
- AI-powered extraction with Vertex AI Gemini analyzes the documents
- Intelligent recognition captures dates, amounts, vendors, categories
- Structured conversion transforms the data into standardized CSV format
- Automated delivery of the CSV file to your output folder
The entire process takes seconds, with no human intervention required.