Financial services & insurance
Every field on every document, checked before money moves.
KYC and identity documents, statements, invoices and claims extracted and verified, with people reviewing low confidence fields live.
From the uploaded document to the approved decision
Every part of the workflow where we can take work off your team.
Onboarding
Documents
Claims
Decisions
We work with ID documents, statements, invoices, claim forms and call recordings.
What we label
Every class is written into a guide with your team before the first batch. Files come back as COCO JSON, YOLO, Pascal VOC, CSV, JSONL or your own schema.
Documents
Identity documents
OCR and key value
Name, number, date of birth, expiry
Statements and invoices
OCR and line items
Date, description, amount, balance
Tables and forms
Bounding box and key value
Table cell, checkbox, signature
Transactions and calls
Transactions
Class
Merchant category, transfer, refund, fee
Calls
Time span and class
Intent, complaint, consent given
How we test the model
The tests that matter for financial services & insurance models, and what you get back from each.
Extraction accuracy
Every extracted field compared with the source document.
You get backAccuracy and errors by field and document type
Mismatch detection
Cases where documents disagree checked by a person.
You get backMissed mismatches by check
Confidence check
Fields the model marks as certain sampled, to see whether its confidence can be trusted.
You get backError rate by confidence band
Where financial services & insurance teams start
Problems teams bring us, and the first piece of work we would scope.
Extracted fields reach a decision before anyone checks them.
What we doA reviewer verifies low confidence fields inside your pipeline, as we do for Client A.Live reviewEvery bank and insurer formats statements differently.
What we doDocuments labelled across layouts, with each new format added to the guide.AnnotateYou cannot tell which fields your model gets wrong.
What we doA reviewed test set by field and document type, rerun with every release.Evaluate & alignRelated work
Bring us the financial services & insurance data your model gets wrong.
Send a small batch and get it back done, free, usually within 24 to 48 hours. You judge the work before you pay for anything.