Sold by: Idexcel IncÂ
Deployed on AWS
InferIQ CFA is an advanced AI-powered PDF bank statement processor and cash flow analysis platform that transforms raw financial documents into actionable insights. Our solution automatically extracts data from bank statements, categorizes transactions, calculates 50+ financial metrics, and generates comprehensive risk assessments for both individual and commercial banking profiles. Features include automated PDF parsing, liquidity analysis, payment pattern recognition, income stability scoring, and predictive forecasting. Built with intelligent OCR technology, transaction categorization, automated counterparty identification, and customizable visualization dashboards. Perfect for lenders, financial institutions, fintech companies, and businesses requiring detailed cash flow intelligence from PDF documents.
Overview
Transform PDF bank statements into actionable financial intelligence with InferIQ CFA, our AI powered processing and analysis platform. Upload PDF documents and instantly receive comprehensive cash flow insights, risk assessments, and financial metrics.
Automated PDF Processing: Our advanced OCR technology extracts complete financial data from any PDF bank statement format. The system handles scanned documents, native PDFs, and multi-page statements from hundreds of banks worldwide. Automatically captures account details, transaction histories, balances, and statement metadata with exceptional accuracy, eliminating manual data entry.
Comprehensive Financial Analysis: Process extracted data through 50+ specialized financial metrics for both individual and commercial profiles. Commercial analysis includes business liquidity ratios, cash efficiency measurements, and working capital assessments. Individual analysis covers income stability scoring, expense categorization, debt management patterns, and savings behavior evaluation.
Intelligent Transaction Categorization: AI algorithms automatically categorize transactions across hierarchical levels, distinguishing income sources, essential expenses, discretionary spending, and risk indicators. The system recognizes recurring payments, salary credits, utility bills, loan payments, and identifies red flags like overdraft fees or irregular large transactions.
Risk Assessment and Detection: Advanced algorithms detect financial risk indicators including negative balance patterns, payment inconsistencies, income volatility, and debt-to-income issues. Automatically flags suspicious activities, cash flow irregularities, and potential lending risks with detailed scoring and explanations.
Industry Applications
- Lenders: Instant credit decisioning from uploaded PDF bank statements
- Banks: Automated customer onboarding and financial assessment
- Fintech: PDF statement processing for loan applications and financial apps
- Accounting Firms: Client financial health analysis from PDF documents
- Investment Companies: Portfolio company financial evaluation
Key Features
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Multi-format PDF processing
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50+ financial metrics and risk indicators
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Automated transaction categorization and counterparty identification
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Real-time processing with quick results
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Comprehensive visualization and reporting tools
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Support for both individual and commercial analysis
Highlights
- Advanced PDF processing with AI-powered extraction converting bank statement PDFs into structured data for comprehensive financial analysis and insights
- Commercial and individual specialized analysis engines with unique business liquidity ratios, income stability scoring, and predictive forecasting capabilities
- End-to-end PDF-to-dashboard automation that transforms uploaded documents into actionable dashboards and reports, enabling faster decision-making.
Details
Sold by
Delivery method
Deployed on AWS
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Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on actual usage, with charges varying according to how much you consume. Subscriptions have no end date and may be canceled any time.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Cost/unit |
|---|---|
Pricing for extraction up to 1000 pages. | $0.90 |
Pricing for extraction up to 10000 pages. | $0.80 |
Pricing for extraction above 10000 pages. | $0.70 |
InferIQ provides subsidized price for the first 100 pages. | $0.00000001 |
Vendor refund policy
no refund
Legal
Vendor terms and conditions
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Content disclaimer
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Customer Support InferIQ is committed to ensuring your success. Our dedicated support team is available to assist with implementation, troubleshooting, and optimization.
Support Hours: Monday - Friday, 9:00 AM - 5:00 PM EST
Contact Method: Email: support@inferiq.aiÂ
InferIQ-CFA is a powerful tool, and we are here to help you get the most out of it whether you need technical support, have questions about its features, or are looking for guidance on best practices. Our support team typically responds within 24 business hours. For urgent matters, please include "URGENT" in your email subject line for prioritized handling.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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InferIQ is a Generative AI-Powered Intelligent Document Processing Platform. With InferIQ, organizations can quickly process critical business documents like images, PDFs, handwritten documents, and unstructured data from a wide variety of sources. Industries like Banking, Financial Services, and Insurance hire resources to manually digitize documents. Due to the large volume of documents, the overhead for these teams is very high. InferIQ can reduce the expense of manual document processing cost with the potential to achieve 75% cost reduction and over 95% accuracy, thus improving overall productivity. Transform your business with InferIQ and unlock the power of Generative AI.
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