Holofin

Introduction to Holofin

Holofin is a document intelligence platform designed to convert unstructured documents—including PDFs, scanned images, and multi-page files—into structured, verified data. It addresses challenges common in financial, insurance, healthcare, logistics, and real estate sectors where documents such as bank statements, invoices, tax forms, medical records, and legal contracts exhibit complex layouts, poor scan quality, or inconsistent formatting. The platform targets technical and operational teams—including data engineers, compliance officers, risk analysts, and automation specialists—who require accurate, traceable, and production-ready document processing without manual template maintenance.

Built by practitioners with experience processing thousands of financial documents, Holofin focuses on reliability in real-world conditions: fragmented tables, multi-column pages, documents spanning multiple pages, and mixed-format inputs. It operates without predefined templates or rule-based configurations, enabling zero-shot extraction across diverse document types.

Key Takeaways

• Extracts structured data from heterogeneous documents—including bank statements, invoices, tax packages, medical records, and ID documents—with 97%+ accuracy on validated financial PDFs
• Every extracted value is grounded to its exact location in the source document (e.g., "p.1, row 2, col C"), enabling full traceability and auditability
• Combines computer vision, OCR, layout analysis, and agentic AI in a multi-pass pipeline to interpret visual structure and semantic content simultaneously
• Supports end-to-end document workflows: classification, segmentation, extraction, validation, and human-in-the-loop review—all configurable without coding
• Includes built-in forensic analysis with 70 detectors across six domains (content integrity, typography, metadata, structure, media, security) to assess document authenticity before extraction
• Validates extracted data using plain-English rules converted into Hololang, a domain-specific language for financial validation
• Integrates natively with enterprise systems including SAP, Oracle, Salesforce, Snowflake, QuickBooks, Xero, Excel, Google Sheets, and Dynamics 365

How Holofin Works

Holofin processes documents through a layered, multi-stage pipeline. First, precision OCR extracts character-level text within spatial zones, preserving positional context. Next, vision-language models perform layout recognition to identify and classify page elements—including headers, tables, paragraphs, and captions—transforming raw pixels into a structured digital representation. Finally, fine-tuned models synthesize textual and spatial information to generate standardized JSON output, while an agentic verification pass cross-checks outputs against source evidence and applies custom validation logic.

The workflow is orchestrated via a visual Workflow Builder that supports branching logic (e.g., routing bank statements, invoices, CERFA forms, or other document types), conditional segmentation (e.g., splitting combined bank statements by IBAN and period), and optional human review steps with Slack notifications. Classification uses pre-trained models augmented with custom classifiers trained on user-specific document varieties. Segmentation handles multi-page documents with nested structures and wrapped tables, while extraction supports both fixed fields (e.g., invoice_date, total_amount) and variable-length arrays (e.g., line_items).

Core Benefits and Applications

Holofin enables organizations to automate high-stakes document processing tasks while maintaining compliance, accuracy, and transparency. In finance and lending, it structures bank statements, P&L reports, KBIS/KYB documents, and tax packages for credit scoring and underwriting. In insurance, it processes claim forms, medical reports, and damage estimates to accelerate claims adjudication. Logistics teams use it to parse bills of lading, customs documents, and transport invoices across global supply chains. Healthcare providers extract patient data from clinical notes, lab results, and discharge summaries in alignment with privacy regulations. Real estate firms automate lease agreement review, tenant application validation, and property record management. All use cases benefit from deterministic grounding, forensic fraud detection, and export to downstream systems without custom connectors.