AI-Powered · Financial Intelligence · Production Ready
Extract Financial Data
from PDFs — Instantly.
Offshore Companion uses advanced AI to parse complex financial statements, income reports, and balance sheets from raw PDFs — outputting clean, structured Excel data in seconds.
✓ 90-day build timeline
✓ Kubernetes-native infra
✓ 95%+ extraction confidence
✓ Role-based access control
app.parseiq.io/dashboard
OC
Offshore CompanionDashboard
My Requests
Templates
Analytics
Users
Audit Logs
Extraction Overview
TOTAL PROCESSED
2,847
↑ +12% this week
AVG CONFIDENCE
96.4%
↑ +1.2% vs last
ACTIVE JOBS
14
Processing now
DOCUMENT
STATUS
CONFIDENCE
OUTPUT
Q3_2024_Annual.pdf
● Completed
97%
↓ Excel
Balance_Sheet_FY24.pdf
● Processing
—
Waiting
CashFlow_2023.pdf
● Completed
94%
↓ Excel
Income_Q2_Statement.pdf
● Queued
—
Waiting
The Process
From PDF to Excel
in Four Steps
Upload any financial document. Our AI handles extraction, validation, and structured output — automatically.
01
📄
Upload Document
Securely upload PDFs — annual reports, balance sheets, income statements. Virus scanning and format validation on every file.
02
🤖
AI Extraction
Our engine detects financial tables, isolates line items, and applies OCR for scanned docs with contextual anchoring for precision.
03
✅
Validate & Score
Every value gets a confidence score. Totals are cross-checked. Low-confidence extractions are flagged for human review automatically.
04
📊
Download Excel
Receive formatted Excel with raw data, calculated EBITDA, margins, and KPIs — ready for your analysis workflow immediately.
Core Engine
Intelligent Document
Intelligence
Purpose-built AI trained on financial documents. Understands Income Statements, Balance Sheets, and Cash Flow reports natively.
🔍
Table Detection
Automatically identifies financial tables within complex multi-page PDFs, even across page breaks.
📐
Contextual Anchoring
Uses document structure, headers, and footers to precisely isolate the right tables.
🎯
Confidence Scoring
Every extracted value is rated for accuracy. Configurable thresholds trigger manual review.
EXTRACTED · Income Statement · FY 2024
Revenue$142.6M
98%
Gross Profit$88.4M
95%
EBITDA$34.2M
91%
Net Income$18.9M
97%
Operating Cash Flow$22.1M
89%
5 of 24 line items↓ Export Full Excel
ROLE MANAGEMENT · Access Control Matrix
FEATURE
ADMIN
ANALYST
VIEWER
Upload PDF
✓
✓
—
View Results
✓
✓
✓
Manage Users
✓
—
—
Edit Templates
✓
—
—
Audit Logs
✓
—
—
Security & Access
Enterprise-Grade
Role Control
Three-tier role system — Admin, Analyst, Viewer — with granular permission mapping and full audit trails.
🔐
Role-Based Access
Feature-level controls per role. Invite users via email with pre-assigned permissions.
📋
Full Audit Trail
Every admin action logged with timestamp and user identity. Immutable logs for compliance.
🛡️
Payload Security
Virus scanning, sanitization, and encryption at rest for all uploaded documents.
Built With
▲ AWS / GCP
⎈ Kubernetes
◈ Python / FastAPI
◉ OCR Engine
▣ PostgreSQL
◆ Redis
◇ S3 / GCS
⬡ Celery Workers
◎ Prometheus / Grafana
▸ Docker
◑ Sentry
90d
Full build timeline
95%+
Extraction confidence
13
Dev milestones
3s
Avg. processing time
Development Roadmap
13-Week Build Plan
Structured, milestone-driven delivery — from identity systems to production-ready observability and launch.
WEEK 1–2
Identity & Access Systems
Sign-UpEmail VerifyAuthRole MgmtAudit Logs
WEEK 3
Core Workflow UI
Request DashboardStatus TrackingRetry LogicNotifications
WEEK 4
Secure Document Ingestion
File UploadVirus ScanS3 / GCSMetadata
WEEK 5–6
AI Extraction Engine
Table DetectionOCRConfidence ScoreValidation
WEEK 7
Cloud & Kubernetes
EKS / GKENamespacesHPAVPC
WEEK 8
Financial Mapping & Excel
Template EngineFormula InjectionEBITDA
WEEK 9
Background Processing
Async QueueJob State MachineCelery
WEEK 10–11
Data Persistence & Admin
Metrics DBHistorical QueriesCI/CD
WEEK 12–13
Production Readiness
GrafanaSentryVaultFinal Launch
Get Started
Stop Copying Numbers.
Start Extracting Them.
Offshore Companion turns hours of manual PDF data entry into seconds of intelligent extraction. Built for financial analysts, investment firms, and data teams.
No credit card required · Enterprise-ready · 90-day roadmap