statements@ inboxQ2 statement attached · PDFEmail
Enterprise document intelligence
4.8 /5
4.8 /5Your document data,from sourceto system.
Forage AI discovers and collects documents from email, secure portals, websites, cloud repositories, and business systems. We classify each file, extract the required data, validate the output, and deliver structured records into your workflows.
10M+
Docs monitored yearly
99.7%
Data accuracy
100+
Data experts
2,000+
Page docs supported
What we manage
You define the outcome. We run everything behind it.
One Forage AI team owns the operation: access, schedules, parsing rules, quality checks, exceptions, and the maintenance when sources or formats change.
Document collection
Monitor connected sources for new and updated files, then collect them from email, enterprise portals, websites, cloud repositories, and business systems, including sources behind login and MFA.
Document organization
Detect the document type, classify each file, attach source and version metadata, remove duplicates, and link the file to the right entity, customer, or case before processing begins.
Document parsing
Extract text, fields, tables, nested tables, merged cells, and multi-line records from reports, forms, filings, and scans, including reports beyond 2,000 pages and layouts that change between issuers.
Data cleaning and normalization
Standardize formats, units, and values, merge records that span lines or pages, apply your business rules, and map every field to the schema your systems expect.
Validation and quality checks
Score confidence for each field, check completeness, formats, totals, and cross-field logic, and route anything below threshold to review before it reaches you.
Delivery and support
Deliver the original file, its metadata, and the structured record into your applications, warehouse, cloud storage, or AI pipeline, then keep the workflow running as sources and formats change.
The Forage AI advantageMost document tools start after upload.
Most document tools start after upload.
Forage AI starts at the source.
Collection and parsing run as one managed operation. The document, its context, and its extracted fields stay connected from the source to your systems.
Source-aware collection
Monitor approved email, portals, websites, cloud repositories, and business systems for new and updated files. Authentication, MFA, schedules, filters, and retries are configured per source.
Document control at intake
Detect the document type, classify each file, attach source and version metadata, link it to the correct entity or case, remove duplicates, and keep genuine revisions apart.
Complete collection history
Every document carries where it came from, when it was discovered, how it was collected, and whether it is new, updated, or incomplete, so each extracted field traces back to its source.
Structure-aware extraction
Models trained on document structure identify headers, tables, nested tables, footnotes, financial schedules, and cross-page fields without predefined templates. OCR with image correction handles faded, blurry, and archival scans.
Output built to your schema
Extraction is configured around your keywords, regions of interest, and business rules. Values are normalized, units converted, multi-line records merged, and every field mapped to the structure your systems expect.
Field-level validation
Each field is checked for completeness, confidence, format, totals, and cross-field consistency. Uncertain or conflicting values route to a defined review path instead of reaching your systems.
Why Forage AI
Best of technology and experience.
Engineers, project managers, and data experts who become part of your team. From scoping through production, and the ongoing work after.
Complex documents, handled
Process long reports, scanned files, complex tables, changing layouts, and semi-structured documents that traditional extraction tools struggle with.
Built for your edge cases
Configure extraction fields, validation rules, business logic, and output formats around your documents and downstream requirements.
Managed end to end
Work with a dedicated team that handles workflow design, quality checks, deployment, monitoring, and ongoing improvements as requirements change.
Enterprise-ready
Process documents at scale with audit trails, configurable workflows, integrations, and deployment options designed for production environments.
Use cases & industries
Any industry, any document.
Regulatory filings
Medical records
Lease agreements
Loan applications
Contracts
Vendor documentation
Public filings
Insurance claims
Financial statements
Appraisals
KYC documents
Litigation documents
Invoices
Permit applications
Lab reports
Tax documents
Property reports
Customer onboarding documents
Corporate records
Certifications
Grant documentation
Clinical documents
Policy documents
Inspection reports
Due diligence packages
Quality reports
Engineering reports
Provider credentials
Supporting evidence
Building permits
Compliance records
Financial reports
Operational reports
Regulatory submissions
Claims documents
Medical documentation
Regulatory filings
Medical records
Lease agreements
Loan applications
Contracts
Vendor documentation
Public filings
Insurance claims
Financial statements
Appraisals
KYC documents
Litigation documents
Invoices
Permit applications
Lab reports
Tax documents
Property reports
Customer onboarding documents
Corporate records
Certifications
Grant documentation
Clinical documents
Policy documents
Inspection reports
Due diligence packages
Quality reports
Engineering reports
Provider credentials
Supporting evidence
Building permits
Compliance records
Financial reports
Operational reports
Regulatory submissions
Claims documents
Medical documentation
Claims intake
Invoice processing
Lease data extraction
Loan processing
Contract review
Regulatory reporting
Patient record processing
Permit review
Financial data extraction
Due diligence workflows
Customer onboarding
Vendor compliance
Claims review
Provider data management
Compliance processing
Transaction review
Legal research preparation
Public document processing
Policy processing
Compliance checks
Clinical document workflows
Property document processing
Procurement operations
Evidence management
Investment and reporting workflows
Financial verification
Due diligence automation
Regulatory workflows
Claims documentation
Compliance workflows
Compliance documentation
Claims intake
Invoice processing
Lease data extraction
Loan processing
Contract review
Regulatory reporting
Patient record processing
Permit review
Financial data extraction
Due diligence workflows
Customer onboarding
Vendor compliance
Claims review
Provider data management
Compliance processing
Transaction review
Legal research preparation
Public document processing
Policy processing
Compliance checks
Clinical document workflows
Property document processing
Procurement operations
Evidence management
Investment and reporting workflows
Financial verification
Due diligence automation
Regulatory workflows
Claims documentation
Compliance workflows
Compliance documentation
Financial Services
Financial documents, structured for analysis.
Financial reports, regulatory filings, compliance records, statements, tax documents, and operational reports collected from issuers, regulators, and portals, then parsed into consistent records for analysis, reporting, and compliance workflows.
Healthcare
Medical records, organized for operations.
Medical records, clinical documents, lab reports, insurance claims, provider credentials, and billing documentation converted into structured data for provider data management, claims processing, and clinical operations.
Insurance
Claims and policy documents, processed at scale.
Claims files, policy documents, medical documentation, repair estimates, and supporting evidence organized by claim and extracted into structured records for faster intake, review, and settlement.
Banking & Lending
Lending documents, ready for decision workflows.
Loan applications, KYC documents, financial statements, tax records, and customer documentation extracted and linked to the right applicant for onboarding, underwriting, and review.
Legal
Legal documents, built for faster review.
Contracts, litigation documents, due diligence packages, corporate records, and compliance documentation transformed into searchable structured data for contract review, diligence, and legal research.
Supply Chain & Procurement
Vendor documents, standardized for operations.
Invoices, certifications, vendor documentation, purchase orders, compliance records, and quality reports processed into consistent data for procurement operations and vendor compliance.
Customer testimonialsVoices from the document teams
Voices from the document teams
already on the other side.
Beyond document data
More ways we put your data to work.
The same team and standards behind your document data extend to the open web and automation.
Web data
Web data extraction service
Turn the open web into clean, accurate, structured data. We build, manage, and maintain your entire data acquisition pipeline. Backed by advanced tech and over 12 years of extraction expertise. Get accurate data, on time, every time.
- AI-ready data
- Human-in-the-loop QA
- GDPR Compliant
AI solutions
Adaptive automation via AI agents
AI agents that navigate, decide, and act across changing data landscape, automating the multi-step workflows that brittle scripts can’t sustain. They adapt as your sources and processes evolve. Manage edge cases easily.
- Entity matching
- Change monitoring
- Autonomous incident triage system
Resources
All resources →Latest and hottest in document data.
Working through a document data problem? Start here.
Guide
Document workflow automation: a guide for operations leaders
How to move from manual handling to a managed document workflow, phase by phase, and what to measure at each step.
Read guide →
Buyer’s guide
How to choose a document processing solution: 8 criteria that matter
Eight criteria for comparing OCR tools, IDP platforms, and managed services against your document mix and volume.
Read guide →
Ebook
The enterprise guide to modern data acquisition
Assess data-acquisition maturity, define the gap, and compare the available delivery models.
Get the ebook →
Document processing tools start once a file has been uploaded. Forage AI starts at the source. We find new and updated documents, collect them, classify and parse them, validate every field, and deliver structured records into your systems. One team owns that workflow end to end, so nothing is handed back to you between stages.
What that changes for your operation:
- No manual collection. Documents arrive from portals, mailboxes, websites, and repositories without anyone downloading them.
- Complex structures handled. Nested tables, merged cells, footnotes, cross-page fields, and reports beyond 2,000 pages.
- Volume without new headcount. Thousands to millions of documents run on the same workflow, with fewer people touching each one.
- Auditability by default. Every document carries its source, collection time, version, and processing history.
- AI-ready output. Validated, structured records land directly in your applications, warehouses, and AI pipelines.
Built for organizations processing thousands to millions of documents across distributed sources.
- Enterprise portals. Secure customer, supplier, healthcare, and government portals, and custom web applications, including sources behind MFA.
- Email. Mailboxes are monitored and attachments ingested without manual downloads.
- Websites. Public reports, filings, disclosures, forms, and regulatory documents.
- Cloud storage. Enterprise repositories and shared document platforms.
- Business applications. Internal systems connected through APIs and custom connectors.
Collection runs continuously or on a schedule, with incremental runs on configurable date filters, high-volume concurrent processing, queue-based workload management, automatic retries, and event-level monitoring with audit trails. Multi-tenant architecture, deployed in the cloud or on-premise.
Collection is not a download. Each file is prepared for what comes next before parsing begins.
- Classified by document type.
- Tagged with business metadata.
- Linked to the correct customer or entity.
- Checked for completeness.
- Deduplicated against earlier versions, with genuine revisions kept.
- Logged for audit, with source, time, and method of collection.
- Routed to the right workflow.
The result is a clean, organized document pipeline ready for extraction, analytics, compliance, and operational processing, where every extracted field still points back to its source file.
Yes. Structured data and original documents are delivered into your existing environment through APIs, cloud storage, databases, warehouses, business applications, and AI pipelines.
The output schema, delivery format, and workflow rules are configured around the processes you already run. Your team does not adopt a new system.
You own it. Everything we extract for you is yours. We don’t resell it, aggregate it into a shared dataset, or reuse it for another client, and that’s written into the contract.
- You define the schema. Fields, formats, naming, transformations, and business rules are built to your specification.
- You set the sources and the schedule. Add sources, drop sources, change frequency.
- You choose delivery. CSV, JSON, XML, or whatever format your systems expect, pushed to an API endpoint, a cloud bucket, a webhook, or a direct download.
On-premise is available for environments where the data has to stay inside your own infrastructure.
START FORAGING
The first call is to understand your project.
Schedule a personalized demo and discover how Forage transforms unstructured documents into trusted business intelligence.
Get in touch