Finance
Process tax forms, annual reports, and statements. Tables and figures are extracted correctly, even borderless ones.
What you can do
Accurate Table Extraction
Handles borderless financial tables that other tools miss — critical for tax forms and statements.
Multi-Document Integrity
Cross-reference multiple documents without blending values. Conflicts between sources are flagged.
Financial Term Recognition
Automatically identifies currencies, tickers, metrics, and fiscal periods in your documents.
Structured Output
Generate comparison tables, metrics dashboards, and charts from financial data.
Relevant templates
Frequently asked questions
How does Leepi.ai extract tables from financial PDFs?
The platform runs two table extraction engines in parallel for every PDF. DocLing detects tables with drawn borders, while pdfplumber uses text-position-based column inference to find borderless tables common in financial statements. A Jaccard similarity check deduplicates overlapping results. Tables are converted to row-linearized key-value format so column semantics survive chunking, and table chunks are never split mid-row.
How does section header propagation work for tax forms?
The chunker detects four header patterns: ALL-CAPS lines (8-120 characters), markdown headings, bracket-tagged sections, and the IRS form pattern where an ALL-CAPS title is followed by bracket descriptors. Detected headers are prepended as [Section: HEADER] to each chunk that falls within that section, so the RAG pipeline knows which section of a 1099 or annual report a chunk belongs to. Security filters reject single-word caps, dollar-sign lines, and lines with excessive numeric tokens.
Can I compare values across multiple financial documents without mixing them up?
Yes. Multi-document context grouping separates chunks by document_id with clear document headers in the context window. A per-document token cap (default 70%) prevents one document from consuming all available context. The RAG prompt explicitly instructs the model to never blend values across documents, attribute every figure to its source document by name, and flag any conflicts between sources.
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