Build repeatable workflows for financial documents

Convert uploaded documents, extract text, and export results to your storage. Your team defines review, access, and retention policies.
Uploaded documents
Text extraction
Review formats
File conversion
Processed results
Storage exports

Extract text from uploaded paperwork

Extract text from scanned documents so your application can index it for review.

Illustrative workflow. File sizes and outputs are examples.

statement_q1.pdf
12 pages · 9 MB
/document/ocr
wire transfer3 matches
Account statementPage 7 of 12
Account•••• 4821PeriodFirst quarter of 2026EntryWire transfer to Acme GmbH: $12,400.00

Financial services & fintech

Control processing and storage choices

Choose regional API endpoints for processing and export results to your own supported storage.

Modern security & compliance

Use HTTPS and signed Assembly requests to protect transfers and authenticate processing instructions. HIPAA-regulated workloads require a Business Associate Agreement.

Custom workflows simplified

Combine steps like OCR, virus scanning, and exporting into seamless pipelines, trimming overhead and reducing maintenance complexity.

What customers say about Transloadit

I'm not usually one for fanboy-ism but Transloadit is one service I would recommend without hesitation. Their product and customer support is outstanding.
DP
Dave PerrettCTO
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SOC 2 Type II report available on request under NDA

SOC 2 Type II report available on request under NDA

Review our security practices

Convert uploaded documents and extract text for your application to index and review. File processing does not establish regulatory compliance or authorize payment-card data processing.

Text recognition (OCR)

Extract text from images or documents, converting it into searchable, machine-readable formats for easy access.

Document conversion

Transform documents into PDFs, images, or other file types, maintaining formatting and ensuring broad compatibility.

Signature authentication

Safeguard API requests with cryptographic signatures, ensuring data integrity and disallowing unauthorized manipulations.

We help financial teams automate document processing while their own systems manage access, review, and retention decisions.

So many ways to integrate

Connect with your existing systems through our JSON API and SDKs. Submit documents for processing and pass the resulting files or extracted text to your application.

Bulk imports

Add one of our import Robots to acquire and transcode media libraries.

Handling uploads

Use resumable uploads built on tus, the open protocol we created.

Front-end integration

We integrate with web browsers via our file uploader Uppy and SDKs for Android and iOS.

Back-end integration

Send us batch jobs using one of our SDKs or directly interfacing with our REST API.

Assembly Notifications

Configure a notify_url to let your server receive processing results as JSON in the transloadit POST field when an Assembly finishes.

On-demand

Use Smart CDN to transform files on demand and deliver the results to your users.

Uploading & encoding, simply delivered.

Test with nonsensitive sample documents first. Review your data requirements and the proposed workflow with our team before sending sensitive files.

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