DOCUMENT PROCESSING FLOWS

AI-Powered Document Processing for Wealth Management

Each flow is a deployable AI agent pipeline that handles a specific document workflow end-to-end — from ingestion to structured output. PDPA compliant. Start with one flow and expand.

Doc Flow 1

Process and Consolidate Bank Statements

Multi-bank reconciliation from PDF/CSV ingestion to unified client view

Ingest

DBS OCBC UOB PDF CSV OCR

Extract & Normalise

Date Amount Category Currency

Reconcile & Flag

Duplicates Transfers Flags

Output

PDF Excel CSV

Ingest

DBS OCBC UOB PDF CSV OCR

Extract & Normalise

Date Amount Category Currency

Reconcile & Flag

Duplicates Transfers Flags

Output

PDF Excel CSV

~2 hrs

saved per client/month

6+ banks

supported formats

< 5 min

processing time

Doc Flow 2

Coming Soon

Details for this document processing flow are being finalised. Contact us to discuss your specific document workflow needs.

Doc Flow 3

Coming Soon

Details for this document processing flow are being finalised. Contact us to discuss your specific document workflow needs.

Need a Custom Document Flow?

Every firm has unique document workflows. Tell us what you're processing manually and we'll map a flow that fits — no commitment required.

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