Extract verbatim transaction records from client bank statement PDFs for divorce discovery, asset disclosure, and financial affidavits. Structured data for attorney review — all files deleted within 24 hours.
Starter from $29/mo · Files auto-deleted in 24h · No card required to try
Documentric uses TLS encryption for all file transfers and auto-deletes all uploaded PDFs and exported files within 24 hours of upload. No data is retained beyond what is needed for your session. Documentric does not store, analyze, or share the content of uploaded documents.
Three places where PDF bank statements create delays in discovery and financial disclosure.
A divorce financial disclosure may involve 12–36 months of statements across multiple accounts. Reviewing hundreds of pages of PDFs manually for specific transactions, transfers, or patterns is time-consuming at any billing rate.
Preparing a financial affidavit requires summarizing income, recurring expenses, and asset movements from raw statements. Doing this from PDF alone requires re-reading the same pages multiple times to verify figures.
Chase, Wells Fargo, Bank of America, brokerage accounts — each formats their PDFs differently. Manually standardizing transaction data across multiple institutions into a single timeline is painstaking work.
Four capabilities that reduce document review time without removing the attorney from the analysis.
Documentric extracts dates, amounts, descriptions, and running balances exactly as they appear in the PDF. No categorization, no reinterpretation — verbatim data for legal review.
Statements from any US or international bank are accepted. No template configuration, no bank-specific setup — the AI adapts to each institution's PDF layout.
Export transactions to Excel. Sort by date, filter by amount, or create a pivot table to identify recurring payments or unusual activity across the review period.
All uploaded PDFs and exported files are automatically deleted within 24 hours. Client financial data is not retained on Documentric servers beyond the active session.
Documentric extracts verbatim transaction data as it appears in the original PDF bank statement — dates, amounts, payee descriptions, and running balances. The extracted data is a structured working copy of the original document. For legal proceedings, always retain and reference the original bank statement PDF as the primary source document. Consult your jurisdiction's rules regarding the use of digitally extracted data in financial disclosures and affidavits.
Four steps from client document submission to structured data for attorney review.
Client submits bank statement PDFs as part of financial disclosure. Any bank, any format, any time period.
Upload each PDF. AI extracts transactions in under 30 seconds per statement. Process multiple statements in sequence.
Review the extracted transaction table alongside the original PDF. Verify verbatim accuracy before proceeding.
Export to Excel. Sort, filter, and analyze the full transaction history. Retain the original PDF as the source document.
"The accuracy is incredible. I was skeptical, but I spot-checked the extracted transactions against the original PDFs on three different bank formats and the data matched verbatim. It's now part of our standard discovery process."
Based on processing a typical divorce file: 12–24 months of statements across 2 accounts (~200 pages).
All file transfers are encrypted via TLS. Uploaded PDFs and exported files are automatically deleted within 24 hours — nothing is retained beyond your active session. Documentric does not store, analyze, or share the content of uploaded documents beyond what is needed to perform the extraction.
No. Documentric extracts verbatim transaction data as it appears in the original PDF — dates, amounts, descriptions, and running balances. It does not categorize, interpret, or modify the data. What you see in the extracted table reflects exactly what is in the original document.
Yes. Documentric accepts PDF bank statements from any bank or financial institution. Each PDF is processed separately, producing its own extracted transaction table and export file. There is no limit on the number of different institutions or accounts you can process.
Most attorneys use the Excel (.xlsx) export for attorney review and timeline analysis, and retain the original PDF as the primary evidentiary document. The extracted data is a working copy — not a substitute for the original bank statement. Consult your jurisdiction's rules for document admissibility.
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