Frequently Asked Questions

  • We extract structured information from your incoming documents—PDFs, faxes, scans, forms, and even handwritten notes—and return it to you in a consistent format. We can rename files, generate CSVs, or drop processed content directly into a shared folder like Box or Google Drive.

  • Nope! We don’t require access to your internal systems or software. You simply share the documents with us (via upload, email, or shared folder), and we handle the processing.

    Deeper integration and security features are available. Contact us for more information.

  • We’re document agnostic, meaning we support:

    • Scanned documents and PDFs

    • Typed and handwritten forms

    • Multi-language content

    • Mixed layouts and formats
      We adapt to your document types—no templates required.

  • Yes. We can support workflows with privacy requirements. HIPAA-compliant processing is available if needed, and we’re happy to discuss access controls that fit your comfort level.

  • You choose. We can:

    • Rename and return the original file

    • Generate a spreadsheet (CSV) of the extracted data

    • Place results into a shared cloud folder (Box, Google Drive, Dropbox, etc.)

  • Yes! You can try it right now by uploading a business card—any shape, any format. It’s a simple way to see how flexible and accurate our processing is. Sign up for a demo

  • We go beyond simple text recognition. Our service understands context—so instead of just pulling text, we extract and structure the information you actually need, like client names, dates, tax year labels, and more.

  • We keep pricing simple and flexible. There’s a small monthly support fee to ensure we're available when you need us—especially during busy seasons—and then you pay based on actual usage.

    That means you’re not locked into high costs year-round. During slower months, your bill stays low, and during peak times, we scale with you.

    Let us know what kind of volume or documents you typically work with, and we’ll be happy to give you a custom estimate.

  • No. We do not use your documents or data to train our models.

    We also don’t store your documents in relation to your account. Your document flows through our system for processing, and we only retain the extracted data briefly—just long enough to deliver it to you. After that, we purge it as quickly as possible.

    Our value doesn’t come from your data—it comes from our ability to simplify your workflows, reliably and securely.