Cognaize

Founded 2020

Extract and verify structured data from complex financial documents to your custom rules

You can use Cognaize to convert complex, unstructured financial documents into accurate, auditable structured data. The system extracts numbers from tax returns, financial filings, credit agreements, and rent rolls based on your internal definitions and policies. It runs checks on every field using custom business rules to verify that subtotals reconcile and figures balance correctly. If an extracted item fails verification, the system flags it for human review. This ensures all processed financial information remains dependable, compliant, and ready for underwriting or risk analysis.

What Cognaize does

Upload financial PDF documents for automated data extractionDefine custom classification rules and accounting glossariesReview flagged extraction discrepancies with human-in-the-loop controlsReconcile financial statement subtotals against reported totalsExport audit-ready structured financial tables to internal databasesTrack covenant requirements from loan agreementsExtracts financial figures based on institutional custom definitions and glossariesVerifies math and subtotal reconciliation against institution-specific policiesFlags extraction failures and routes them to human reviewersProvides full audit trails for every extracted line itemParses complex private credit deal documents and covenantsStructures property-level cash flows and rent rolls for commercial real estateDeploys directly within private cloud or on-premise environments