Extract data from documents. No code needed.

ParseAI Workflow is the no-code platform for operations teams. Upload documents, describe the fields you need, review, and download clean structured data. No developer, no API, no setup.

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Three steps to structured data

1

Upload your documents

Drag and drop individual files or entire folders. Workflow supports PDF, PNG, JPG, TIFF, and WEBP. Mix document types in a single batch: invoices alongside claim forms, or bank statements alongside salary slips. No sorting required before upload.

2

Describe the fields you need

Type the field names in plain English in the schema editor: vendor name, invoice total, patient date of birth, policy number. No templates to configure, no training data to provide, no mapping rules to write. ParseAI understands what you are asking for and finds it in each document.

3

Review and download

Workflow flags any field where extraction confidence is below the threshold. Your team reviews only the uncertain cases. In most workflows, fewer than 10 percent of fields need a human check. Once reviewed, export to CSV or Excel with one click, or push the structured data to your system via webhook.

No API Required

Built for teams who need results, not integration work. Fully browser-based.

Human Review Loop

Low-confidence fields are flagged for review. Your team verifies only what needs it.

Export Anywhere

Download CSV or Excel. Connect to your LOS, CRM, or EMR via webhook.

What your team stops doing.

Without Workflow

  • Download the PDF, open it manually
  • Read each field and type it into a spreadsheet
  • Repeat for every document in the batch
  • Fix typos and misread values the next day
  • Wait for a developer to build the integration

With Workflow

  • Upload the entire batch in one drag-and-drop
  • Fields extracted automatically in seconds per document
  • Review only the flagged fields (under 10 percent)
  • Download a clean CSV or Excel file
  • No developer needed, no integration project

Every team that lives in documents.

Lending and NBFCs

Extracting income and liability data for loan underwriting without a dedicated data entry team.

Bank statementsSalary slipsITR formsForm 16CIBIL reports

Insurance Claims

Extracting claim amounts, policy numbers, and incident details to accelerate claim settlement.

Claim formsMedical billsDischarge summariesAccident reportsSurvey reports

Healthcare Operations

Extracting patient data, test values, and medication details for EMR entry and billing.

Lab reportsPrescriptionsDischarge summariesConsent formsReferral letters

Common questions

Do I need any technical knowledge to use Workflow?

No. Workflow is designed for operations teams, not developers. If you can type field names and click upload, you can use Workflow. There is no setup, no configuration, and no training required.

How many documents can I process at once?

Workflow supports batch processing. You can upload entire folders in one session. Processing time depends on document complexity, but most batches of 100 standard documents complete within a few minutes. Contact us for volume pricing and SLA details.

What file formats does Workflow accept?

PDF is the most common format, but Workflow also accepts PNG, JPG, TIFF, and WEBP. Scanned documents, mobile photos, and digitally generated PDFs are all supported. Multi-page documents are processed as a single unit.

How accurate is the extraction?

Accuracy depends on document quality and field complexity. For standard printed documents like invoices and bank statements, field-level accuracy consistently exceeds 95 percent. Handwritten documents and low-quality scans are also supported, with confidence scores indicating which fields need review.

Ready to start?

See ParseAI on your documents.

Book a 30-minute demo and we'll walk you through a live extraction on your own documents.

We respond within one business day · No commitment required