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Offset

Offset provides secure, on-prem AI for regulated industries, extracting financial data from PDFs and Excel with full audit visibility.

Introduction

Offset is a platform designed for regulated industries needing secure, on-premise AI for financial data extraction and modeling. It offers accurate data extraction from PDFs and Excel files, ensuring full audit visibility.

Key features:

  • Secure, On-Prem AI: Runs entirely within your environment for total data privacy and compliance.
  • Accurate Data Extraction: Parses filings, financial statements, and complex worksheets with near-perfect accuracy.
  • Full Audit Visibility: Every extracted value is linked back to its original source, eliminating errors and guesswork.
  • Custom AI Model: Leverages a custom AI model specifically engineered for institutional finance and deal workflows.
  • Automated Financial Modeling: Create full valuation models instantly with automated calculations and scenario planning.

Use Cases:

  • Financial institutions requiring secure and auditable data extraction.
  • Organizations in regulated industries needing to maintain strict data privacy.
  • Analysts seeking to automate financial modeling and reduce errors.

Alternatives

  • UiPath

    UiPath offers robotic process automation (RPA) with AI capabilities to automate data extraction and processing from documents, including financial data.

  • Automation Anywhere

    Automation Anywhere provides a comprehensive RPA platform with intelligent document processing (IDP) features for automating financial data extraction.

  • ABBYY

    ABBYY offers FlexiCapture, an intelligent document processing platform that excels at extracting data from complex financial documents with high accuracy.

  • Rossum

    Rossum uses AI-powered document understanding to automate invoice processing and data extraction, specifically designed for financial documents.

  • Kofax

    Kofax provides intelligent automation solutions, including document capture and data extraction, suitable for regulated industries needing audit trails.

  • Hyperscience

    Hyperscience offers a machine learning-based platform for automating document processing and data extraction with a focus on accuracy and efficiency.

  • WorkFusion

    WorkFusion combines RPA, IDP, and analytics to automate complex business processes, including financial data extraction and compliance.

  • Datamatics

    Datamatics TruCap+ is an IDP platform that uses AI and machine learning to automate data capture from invoices and other financial documents.

  • Extracta

    Extracta provides an AI-powered platform for extracting data from documents, including financial statements and reports, with customizable workflows.

  • Docparser

    Docparser is a document parsing tool that can extract data from PDFs and Excel files, offering a flexible solution for various data extraction needs.

FAQ

User Reviews

4.4/5.0
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Pricing

Pricing Model: Subscription

Essentials

Per user. Build quotations, invoice customers, track expenses, project close files.

$55/month
monthly
Team

Up to 5 users. Includes attachments hub, bulk payments, accounting integrations, commissions module, rebates module, scheduling, task management.

$225/month
monthly
Pro

Up to 20 users. Includes multi-company support, custom quote formats, CRM module, analytics (upcoming), customer portal (upcoming), booking system.

$465/month
monthly
Enterprise

Automated lead management, custom website plugins, dedicated relationship manager, marketing support, EDG grant applicable, custom solutions.

Contact Us

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