Client overview

Jared Heyman, Managing Partner at Rebel Fund, faced a serious challenge: finding specific financial data within years' worth of unstructured records.

Their analysts tested multiple tools, but none worked. The PDFs were too large, too disorganized, and too complex for standard automation. Manually parsing 650+ pages of financial transactions was not an option.

The challenge

This project wasn’t just about data extraction. It was about bringing order to over 650 pages of financial records across multiple years, including:

• Wire transfers
• Checks
• eDeposits
• Multi-year bank statements

650 pages of financial data proved to be too complex for manual processing. Parsing through it by hand would be slow, error-prone, and inefficient

‍The goal? Extract and structure critical financial details into a streamlined, high-precision dataset optimized for analysis, all with accuracy, searchability, and scalability.

The Solution: Invofox Custom Documents

Jared discovered Invofox’s Custom Documents through a Bookface post and reached out. Instead of relying on a one-size-fits-all AI model, we customized our solution to adapt to the structure of financial documents and improve accuracy.

‍Here’s how we did it:

• SmartSplitting: We broke down the 650+ page PDFs into structured sections based on document type (e.g., bank statements, wire transfers, checks). This prevented loss of context and made processing more efficient.
• High-Precision Extraction: Once segmented, we extracted key financial details and organized them into structured, searchable datasets.
• Excel Export: The extracted data was compiled into Excel, allowing Jared’s team to quickly find key transactions and analyze financial patterns in seconds.

The results

• Delivered structured financial data—ready for analysis—within minutes.
• Made it easier to identify suspicious transactions and key parties.
• Enabled Jared’s team to find specific financial data instantly instead of combing through a 650+ page PDF.

Client impact

“Invofox transformed an overwhelming financial data extraction and verification process into an automated, structured workflow—eliminating manual effort and delivering precise, reliable insights for analysis.”

- Jared Heyman of Rebel Fund

With Invofox Custom Documents:

• Automated document splitting – separating large PDFs into organized sections
• High-accuracy extraction – ensuring every transaction detail was captured
• Fast, structured searchability – eliminating weeks of manual work

Jared’s chaotic pile of financial records became an AI-powered workflow, turning months of manual effort into minutes.

Why Invofox's Custom Documents?

Invofox successfully handled complex, unstructured financial documents beyond invoices and receipts. Whether for legal cases, financial audits, or regulatory compliance, our Custom Documents solution adapts to any format to deliver precise, scalable results.

‍Want to see how Invofox can automate your document processing? Let’s talk!