AI TOOL PROFILE

Affinda Review: AI Document Extraction Software

Affinda helps businesses automate the extraction of data from documents like invoices, claims, and contracts. It is designed for organizations in finance, logistics, and healthcare that need to move data from paperwork into digital workflows.

Pricing

Affinda uses a consumption-based pricing model with no up-front costs. A free trial is available.

At a glance

Best for
Small businesses, Mid-market companies, Enterprise companies, Document-intensive operations
Key use cases
Accounts Payable Automation, KYC and Onboarding, Resume and CV Parsing, Claims Handling, Logistics Documentation
Integrations
Microsoft Dynamics 365, Salesforce, Xero, SAP Business One, Oracle NetSuite
Visit AffindaAffinda software interface screenshot

How AI is used

Affinda is an intelligent document processing platform designed to read and extract information from various document formats. The platform is designed to build extraction models from a single document, which may help reduce initial setup work compared to tools requiring large training sets.

The software supports businesses across several sectors, including banking, insurance, and recruitment. It focuses on capturing data and validating it against specific business rules before it is passed to other systems.

Buyers should confirm how the tool integrates with their existing tech stack via APIs or the provided integration agent to determine the level of automation possible.

Security measures include ISO 27001:2022 certification, SOC 2, and GDPR compliance, which may be relevant for buyers handling sensitive financial or medical records.

Key Features

  • Single-Document Model Building

    Supports the creation of data extraction models using one sample document.

  • Business Rule Validation

    Supports the use of natural language validation rules to help ensure extracted data meets organizational requirements.

  • AI Integrations Agent

    A tool that helps non-developers connect the platform to other business systems by generating code via natural language.

  • Multilingual Support

    Supports processing documents in over 50 different languages.

  • Data Transformation

    Transforms extracted document data into formats used by downstream business systems.

Use Cases

  • Accounts Payable Automation

    Extracting and validating data from invoices for processing in accounting software.

  • KYC and Onboarding

    Processing identity documents and onboarding forms for customer verification.

  • Resume and CV Parsing

    Extracting structured data from resumes and job descriptions for recruitment workflows.

  • Claims Handling

    Automating the extraction of information from insurance claim forms and supporting documents.

  • Logistics Documentation

    Processing bills of lading and proof of delivery documents.

Integrations

  • Microsoft Dynamics 365
  • Salesforce
  • Xero
  • SAP Business One
  • Oracle NetSuite
  • HubSpot
  • Google Sheets
  • Microsoft Excel
  • SharePoint Online
  • Zapier

FAQ

How does Affinda handle different document types?

The platform is designed to process various document and file types, allowing users to build extraction models from a single sample document.

What is the pricing model for Affinda?

Affinda uses consumption-based pricing with no up-front costs or lock-in contracts.

Is Affinda secure for sensitive business data?

The platform is ISO 27001:2022 certified and is compliant with SOC 2 and GDPR.

Can non-developers integrate Affinda with their systems?

Affinda provides an AI Integrations Agent that allows users to describe their desired integration in natural language to generate the necessary code.

Source category: Data & Analytics

Source subcategory: Document Automation

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