Financial Services: High-Precision Automation for High-Stakes Data
Accelerate time-to-decision while strengthening regulatory guardrails.

In finance, an error isn't just a typo—it's a compliance risk. Exlify provides the intelligent infrastructure needed to transform document-heavy manual processes into streamlined, digital-first operations. From retail banking to asset management, we help you process data faster, more accurately, and with full transparency.

Solutions for a Digital-First Financial Sector
  • Automated KYC & AML Onboarding: Instantly extract and validate data from IDs, passports, and utility bills. Exlify cross-references information in seconds, reducing onboarding times from days to minutes.
  • Intelligent Loan & Mortgage Processing: Stop the manual review of bank statements and tax returns. Our AI extracts income, assets, and liabilities directly into your underwriting engine, speeding up loan approvals by 85%.
  • Compliance & Regulatory Reporting Automate the gathering of evidence for audits. Exlify maintains a complete "Data Lineage" for every extraction, ensuring you are always audit-ready for SOX or GDPR reviews.
  • Financial Statement Parsing: Liberate data from complex, multi-page PDFs and Excel files. Our technology handles merged cells, nested tables, and inconsistent formatting that breaks traditional tools.
Financial Process Manual Workflow Exlify AI Result
KYC Verification 45-60 Minutes < 2 Minutes
Mortgage Intake 3-5 Hours < 15 Minutes
Audit Preparation Days/Weeks Real-time Logs
Data Accuracy 90% (Variable) 99.5% (Consistent)

FAQ

Unlike standard OCR, Exlify uses semantic parsing. This means it doesn't just "see" text; it understands the relationship between headers, rows, and columns, allowing it to accurately reconstruct complex financial statements and balance sheets into structured data.

Yes. Transparency is core to our platform. Every data point extracted by Exlify includes a Confidence Score and a direct link back to the source document (bounding box), allowing auditors to verify the AI's "logic" instantly.

Absolutely. Exlify acts as the "Universal Translator" for your data, extracting information from bank feeds, invoices, and internal ledgers, then routing it directly to your ERP or accounting software via our API.