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AI Bank Statement OCR

Advaiya Solutions Inc. · Finance & Accounting

Dynamics 365No attestation published

Certification per Microsoft Marketplace.

AI Bank statementBank Statement OCR SoftwareERP integration
Provenance reach4 of 12 layers traced

Evidence tier Source Confirmed · 7 captures on record

User ratingNot rated0 reviews on the listing
Runs onDynamics 365Dynamics 365 app
ProvenanceUnknown44% of the provenance layers this product can disclose
Evidence riskHighSign in to see the basis for this band.

What the publisher says

As described on Microsoft Marketplace.

AI Bank Statement is a Power Apps Model-Driven App that uses AI to extract structured data from bank statements. Finance teams often face challenges with repetitive data entry, delays, and inconsistencies when handling statements from multiple banks. The app addresses these pain points by automatically capturing details such as account numbers, dates, balances, and amounts, reducing errors and saving time. By centralizing uploads through the app or email, it converts statements into searchable transaction records, enabling faster validation, audit readiness, and smoother integration with finance systems.

Key features:

Show the rest of the publisher’s description (25 more lines)

Statement extraction:​

  • Automatically extracts transactions from PDF of bank statements.​
  • Extracts details including account numbers, account holder names, dates, balances, and transaction amounts.​
  • Ensures consistent capture of structured information with high accuracy.​

Centralized statement upload​:

  • User can directly upload bank statements from the model driven app or send using email​

Structured transaction view​:

  • Displays extracted transactions in a clean tabular format.​
  • Provides filtering and sorting options to organize transaction records.​
  • Allows users to prepare extracted data for downstream use such as reporting or export.​

Benefits:

Improved efficiency in statement processing:​

  • Minimizes manual effort by automatically extracting transactions from PDF bank statements.​
  • Saves time for finance teams by streamlining statement handling tasks.​

Reduced errors​:

  • AI-driven extraction improves accuracy in capturing account details, dates, balances, and amounts.​
  • Lowers the risk of inconsistencies caused by manual data entry.​

Centralized access:​

  • Provides a single location for uploaded statements and extracted data.​
  • Ensures that documents and structured records are organized and easy to retrieve.​

Scalable processing:​

  • Supports processing of large volumes of statements.​
  • Maintains consistent performance as data and statement volumes increase.​

​Contact our representative at Connect@advaiya.com and get a free consultation to learn more about how AI Bank Management can benefit your business.

Preview

5 images
AI Bank Statement OCR preview 1AI Bank Statement OCR preview 2AI Bank Statement OCR preview 3AI Bank Statement OCR preview 4AI Bank Statement OCR preview 5

Agent build and provenance

Works withPower Apps, Dataverse, AI BuilderDisclosed

See the full provenance

The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.

Compliance

Government
  • FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27

Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.

Vendor

External enrichment

CompanyAdvaiyaAutomated

Sources

Marketplace listingmarketplace.microsoft.comSource
Privacy PolicyPrivacy PolicySource

Publisher resources

4 links

Linked repositories

RepositoriesUnknownUnknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.

Pricing
Unknown
Not stated
Delivery
Dynamics 365 app
https://advsolsupport.powerappsportals.com/
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