CapyParse Review: AI Document Data Extraction Software
CapyParse helps accounting and logistics firms automate the extraction of data from financial and shipping documents. It is designed for teams that need to move data from PDFs to accounting software without manual entry.
At a glance
- Category
- Data & Analytics
- Best for
- Accounting firms, Freight brokers, 3PLs and freight forwarders, Customs brokers, Importers and exporters
- Pricing
- CapyParse offers a free tier limited to 10 pages per month. A Standard plan is available for $20 per month, providing 250 pages and priority support.
- Key use cases
- Bank Statement Processing, Bill of Lading Data Extraction, Freight Document Automation, Customs Document Digitization
- Official website
- capyparse.com
CapyParse is a document automation tool designed to extract structured data from PDFs and images. It uses artificial intelligence and OCR to identify tables and text, converting them into formats like CSV, Excel, JSON, and QBO.
The software is designed for accounting professionals and logistics teams. It supports a range of documents, including bank statements from various global institutions, bills of lading, packing lists, and commercial invoices.
Users can visually verify extracted data side-by-side with the original document and use a built-in editor to clean up descriptions or assign categories before exporting. This supports workflows that require data integrity for import into bookkeeping or transport management systems.
Buyers should confirm if the page limits of the Standard plan align with their monthly document volume and verify if the specific export formats meet their software requirements.
Key Features
Identifies and extracts data from tables in PDFs and images across multiple languages.
Uses optical character recognition to read scanned papers and photographs, including handwritten notes and annotations.
Provides a side-by-side comparison of the original document and extracted data to help users verify information.
Flags low-confidence data fields for human review to help reduce data entry errors.
Supports downloading extracted data as CSV, Excel (.xlsx), JSON, or QBO files.
Allows users to clean up bank descriptions, fix date issues, and categorize transactions before final export.
Use Cases
Converting PDF bank statements from various institutions into QBO or CSV files for import into accounting software.
Extracting shipper, consignee, and cargo details from BOLs for use in transport management systems.
Extracting item-level details and weights from packing lists and commercial invoices for trade compliance.
Extracting HS codes and declared values from customs declarations to support entry processing.
Best For
Pricing
CapyParse offers a free tier limited to 10 pages per month. A Standard plan is available for $20 per month, providing 250 pages and priority support.
FAQ
It processes bank statements, bills of lading, packing lists, rate confirmations, commercial invoices, customs documents, and proof of delivery files.
Yes, it uses OCR to handle scanned PDFs and photos, and the AI is designed to read handwritten annotations and notes.
Exported files are designed for use with QuickBooks, Xero, FreshBooks, and Wave.
There is a free tier that allows for 10 pages per month, and a Standard plan at $20 per month for up to 250 pages.
Source category: Data & Analytics
Source subcategory: Document Automation
