Agentic Document Platform for Finance | Reducto
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Reducto leads independent benchmark on structured extraction with Deep Extract

Financial Documents to Structured Data

Reducto enables teams across hedge funds, trading desks, and fintech to process high-volume, multi-format documents where precision is mandatory.

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Testimonials

What our customers say

From seed-stage to enterprise scale, financial AI teams rely on Reducto for accurate, reliable, production-ready pipelines.

"Reducto helped us parse documents we previously could not because of table complexity. It's probably the only AI product that has actually worked for us."

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Engineering LeaderTop 5 Global Hedge Fund

"One of our key design principles is always showing citations directly alongside all of our outputs. We can do this well because Reducto provides best-in-class chunks, which often require no post-processing."

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Connor JansenCo-founder of Benchmark

"The split processing, agent-in-the-loop feature, and ongoing model improvements from Reducto expand our capabilities without forcing us to refactor our extraction schema."

Chuck Blake's avatar

Chuck BlakeCo-founder and CTO of LEA

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Why Reducto?

Unlock Financial Insights Faster.

Reducto turns long documents and reports into structured data. We extract line graphs, brokerage statements, and multi-table Excel spreadsheets with decimal-level fidelity.

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Financial document processing challenges

Problems we solve

Finance teams work with high-volume, high-complexity documents where accuracy, structure, and context are non-negotiable.

1

Multimodal ReportsResearch PDFs and filings mix dense text with charts, tables, footnotes, and visuals where key data appears only inside figures or disclaimers.

2

Complex SpreadsheetsFinancial models and analyses usually contain clustered tables, multiple tabs, and linked sheets, making extraction and interpretation more complex.

3

Strict complianceFinancial workflows contain sensitive data—Tools must have enterprise security and preserve audit-ability across every document and output.

4

Long length and densityResearch reports, filings, and investor materials frequently span hundreds of pages, each packed with data and context that must be preserved.

Reducto's approach

Your financial document workflow team

Reducto takes care of the hardest parts of financial document parsing, preserving context while delivering accurate, LLM-ready data.

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Financial chart & table extraction

Extracts pixel perfect data from charts, line graphs, and multi-level tables for financial AI pipelines and research.

Audit-grade numeric citations

Links every metric back to its exact cell, table, or disclosure for traceable, model-ready outputs.

Agentic OCR for scans

Captures data from scans, PDFs, and statements with finance-tuned OCR—handwriting and mixed formats included.

Multi-lingual language support

Multilingual parsing across 100+ languages, including mixed-language reports and news articles.

Document type agnostic

Parse spreadsheets, presentations, PDFs, financial reports, and more — all through one endpoint.

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RAG optimized chunking

Structures research, filings, and transcripts into citation-ready chunks for high-accuracy financial RAG.

Case studies

Finance case studies and guides

Customer stories and a hands-on cookbook, from evaluation to production.

Benchmark: the data engine behind $1T in assets
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Case study

Benchmark: the data engine behind $1T in assets

How Benchmark uses Reducto to build a first-party data engine for $1 trillion in assets.

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LEA: document intelligence for $10B+ wealth management firms
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Case study

LEA: document intelligence for $10B+ wealth management firms

How LEA uses Reducto to deliver document intelligence to enterprise wealth management firms.

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Build it yourself: parsing financial documents end to end
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Cookbook

Build it yourself: parsing financial documents end to end

Turn a brokerage statement into structured account data with Reducto Extract.

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Finance Use Cases of Reducto

How leading teams leverage Reducto

Teams integrate Reducto to transform complex financial documents into structured, citation-grounded data that unlocks advanced AI features—and a lasting competitive edge.

Market research & data intake

Automate parsing across research reports, filings, news articles, and slide decks —for faster analysis and modeling.

Risk and holdings assessment

Extract 401(k) and brokerage holdings and push them directly into risk tools (e.g., Risk Alive's API), eliminating manual entry.

Financial knowledge retrieval

Turn unstructured research into an interactive knowledge base that lets your team ask questions and link relevant excerpts instantly.

Chart and table extraction

Convert line graphs, visual charts, and multi-level tables into clean, structured datasets ready for modeling and quantitative workflows.

Advisor book-of-business management

Parse insurance statements (policy performance, account values, transactions) to automatically update advisor databases.

Financial contract data extraction

Parse credit agreements, ISDAs, term sheets, and loan docs—structuring covenants, rates, and collateral terms for decisioning.

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