Designed for review, not blind automation
Use the source-aware workspace for statements, portfolio reports, operating summaries, reconciliations, and other documents where a reviewer needs to verify the result.
Extract financial report tables with a review trail
Financial tables demand traceability. Docupi keeps every result connected to its source page, provides an editable review step, and records key workspace actions before the data is exported.
- PDF and presentation support
- Source-to-table comparison
- Approval workflow
- Workspace audit activity
Preserve complex table structure
Multi-row headers, units, repeated periods, several tables on one page, and blank structural cells can be reviewed and corrected before they reach Excel.
Separate extraction from approval
An extracted table is not automatically treated as approved. Review states help teams distinguish machine output from data that a person has checked.
Frequently asked questions
Is Docupi financial advice or accounting software?
No. Docupi is a document table extraction and review tool. Users remain responsible for validating data used in financial or business-critical decisions.
What does Docupi do with financial reports?
Docupi finds tables in financial documents, turns them into editable structured data, keeps the source page visible for review, and exports the finished tables to Excel.