Financial Services

Read the contracts no two of which look alike.

OTC derivative contracts that differ by counterparty, handwritten applications, KYC packets that arrive jumbled together. The documents that break plain OCR, Upstage reads with full understanding of layout and context, without ever leaving your security perimeter.

Contact sales

Every AI reads. Few read it right.

Upstage reads narrative contracts and KYC evidence, and handles them inside your network.

A VLM that reads handwriting, tables, and stamps

Plain OCR stalls on handwritten applications and dense transaction tables. Upstage uses a vision-language model that understands layout and context, so it pulls the right values even from messy scans.

Understands unstructured contracts

OTC derivative and trust agreements vary by counterparty and run heavy on prose. Upstage follows the context to capture key terms and figures accurately.

Narrative contract terms, captured precisely

Security first: VPC and on-prem

Runs inside fully air-gapped or on-prem environments. Sensitive fields are auto-masked to meet your compliance and data-residency requirements.

Integrates without touching the core

Query-based integration instead of sprawling API calls, so you connect to existing core banking and lending systems without re-engineering them.

From a KYC document to verified data

Pick the automation path that fits your team

Pre-built workflows are ready to go. Upload your documents, and structured data connects straight through.

Banking

Capital markets

Compliance

Credit & risk

Back office

Onboarding & KYC automation

Extract and validate key fields from IDs, incorporation documents, and financial records to cut CDD time and manual compliance work.

Documents: IDs, articles of incorporation, beneficial ownership, financials

Unstructured contract data

Read OTC derivative and trust agreements that differ by counterparty, and capture key terms and figures accurately.

Documents: ISDA / OTC derivatives, trust agreements, term sheets

Audit & regulatory reporting

Parse audit reports and filings to surface entity names, dates, and anomaly flags, supporting regulatory reporting and internal controls.

Documents: audit reports, regulatory filings, disclosures

Repetitive back-office automation

Replace repetitive data entry and reconciliation with intelligent document analysis and schema-based extraction.

Documents: statements, transaction records, reconciliations

Best Option simplified True Advance's underwriting stack

A US software agency replaced three separate tools with a single Upstage API to power True Advance's small-business underwriting platform.

→ 1 Tools replaced by one API

95%+

70-80% → 95%+ Entity extraction accuracy

<60 s

3-5 min → <60 s Document-to-data time

"Upstage allowed us to transform underwriting from a labor-intensive document exercise into a scalable data-driven workflow. Underwriters now review data instead of compiling it."

Mike Rodriguez, Best Option

From document intake to your core systems, with no manual handoff

Documents arrive

From email, scanner, portal, or API. Any format, any volume.

AI extracts and verifies

It classifies, extracts, checks consistency against existing records, and flags anomalies and low-confidence fields for review.

Results reach your system

Structured data connects to core banking and lending systems via query-based integration.

Fits into financial systems and security reviews

Integrate without touching the core

Query-based integration connects to existing core banking and lending systems without re-engineering, and passes security review with ease.

Deploy where the data needs to live

Fully air-gapped or on-prem deployment. Sensitive fields are auto-masked to meet your compliance and data-residency requirements.

Certified enterprise protection

Meets major security standards with advanced auditing and deployment controls.

Keep your security intact, and move faster, from KYC to regulatory reporting.