Features

From raw document to clean data — automatically

Upload through the portal or connect your CRM — structured data comes out the other side.

01
PortalAPI

Classify

Flowdata instantly identifies your document type and financial institution the moment it arrives — no manual sorting or configuration required.

Bank StatementChase Bank · PDFConfidence99%
02
PortalAPI

Extract

Every transaction, balance, and account detail is pulled automatically. Raw financial documents become clean, structured data without any manual effort.

Structured OutputAccount No.****4821InstitutionChaseDeposits$84,231Withdrawals$12,409End Balance$71,821Transactions247
03
Portal

Deliver

Processed results land in your Flowdata dashboard immediately — transactions listed, balances summarized, and ready to export.

Flowdata DashboardBalance$71,821Deposits$84,231Withdrawals$12,409RECENT TRANSACTIONSWire — Acme Corp+$25,000ACH — Payroll-$8,340ACH — Stripe+$14,200POS — AWS-$2,847MONTHLY ACTIVITYJanFebMarAprMayJunJul50k25k10kExport CSV
04
API

Integrate

Connect via API key and processed financial data flows directly into your CRM lead fields automatically, every time a document is added.

FlowdataAPI EndpointJSONCRMLead FieldsPDFIMGCSVNameAcmeRevenue$84kScore92
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