Financial document analysis for PDF, Excel and CSV

Document analysis is the entry point to everything else: upload a file, and its contents become available to verification, statement analysis and TC Finance Assistant.

Supported files

PDF, Excel (.xls, .xlsx) and CSV up to 5 MB per file. Images and ZIP archives are not supported, which keeps extraction accurate and predictable.

What extraction produces

Tables, totals and line detail are extracted into a structured form the rest of the platform can reason over.

  • Invoices and purchase documents
  • Bank statements
  • Trial balances and general ledgers
  • Financial statements and management accounts

Private by default

Documents are stored in an access-controlled bucket with row-level security. Only your account can read them, and you can delete them at any time.

Frequently asked questions

How many documents can I upload?

Monthly document limits depend on your plan; the per-file size limit of 5 MB is the same on every plan.

More answers on the FAQ page.

Explore related solutions

Disclaimer: ThriveonCloud provides automated analysis to support accounting workflows. Results should be reviewed by a qualified accountant or financial professional before making accounting, tax, audit or business decisions.