Turn recurring documents into structured datasets.
Upload documents. Syncability discovers the fields and tables you need, then turns related files into one consistent dataset.
No templates to build · Every value linked to its source
- Institution
- Account Number
- Statement Period
- Opening Balance
- Closing Balance
- Date
- Description
- Amount
- Balance
| Date | Description | Amount |
|---|---|---|
| Aug 04 | Whole Foods | -$86.42 |
| Aug 07 | Stripe Transfer | +$2,450.00 |
| Aug 08 | Adobe | -$59.99 |
| Aug 11 | Delta Airlines | -$418.20 |
One document is easy. The next 100 are the problem.
Businesses receive the same kinds of documents every week, month, and year. Syncability turns those recurring files into one consistent, growing dataset.
One setup. Every related document after it.
Syncability discovers the structure of your documents, lets you choose the data that matters, and reuses that structure across related files.
Syncability discovers the data
Fields, tables, and repeating information are identified automatically.
Choose what matters
Keep Syncability's suggestions, remove fields you don't need, or add your own.
Reuse it across related documents
Different layouts can feed the same consistent dataset.
Know where every value came from.
Select any extracted value and jump directly to where it appeared in the original document.
Source-linked values
Keep data connected to its origin.
Faster review
Jump straight to the relevant spot.
Original document preserved
Keep the source alongside the result.
Your documents become one working dataset.
Keep documents, structured data, schemas, and source evidence together. Add another document tomorrow and your dataset keeps growing.
| Date | Account | Description | Category | Amount | Source |
|---|---|---|---|---|---|
| Aug 04 | 4127 | Whole Foods | Groceries | -$86.42 | Aug Stmt |
| Aug 07 | 4127 | Stripe Transfer | Income | +$2,450.00 | Aug Stmt |
| Aug 08 | 4127 | Adobe | Software | -$59.99 | Aug Stmt |
| Aug 11 | 4127 | Delta Airlines | Travel | -$418.20 | Aug Stmt |
| Jul 03 | 9081 | Starbucks | Dining | -$7.85 | Jul Stmt |
Turn months of statements into one transaction dataset.
Upload recurring bank statements and combine transactions, balances, account information, and statement periods across months.
- Extract every transaction
- Combine months into one dataset
- Review each value against the source
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| Jan 04 | Whole Foods | 86.42 | — | 12,362.82 |
| Jan 07 | Stripe Transfer | — | 2,450.00 | 14,812.82 |
| Feb 05 | Uber | 24.10 | — | 14,788.72 |
| Feb 09 | AWS | 1,200.00 | — | 13,588.72 |
| Mar 03 | Starbucks | 7.85 | — | 13,580.87 |
Reliable data needs more than extraction.
Document-specific checks help catch missing or inconsistent data before you use it.
Checks vary by document type.
Build datasets from the documents your business already uses.
Bank Statements
Extract transactions, balances, account information, and statement periods.
Invoices
Capture vendors, invoice numbers, dates, totals, taxes, and repeating line items.
Insurance Documents
Structure policies, premiums, coverages, limits, schedules, and complex tables.
Financial Reports
Turn recurring financial statements and reports into consistent structured data.
Receipts
Capture merchants, dates, amounts, payment information, and line items.
Custom Documents
Define reusable fields and tables for other recurring business documents.
Take your structured data with you.
Export the data you create in Syncability for use in spreadsheets, applications, and downstream workflows.
More integrations and automated workflows are coming.
Your documents are your data.
Syncability is designed to keep customer documents and extracted data isolated and protected throughout the workflow.
Secure transmission
Protect files and data while they move between your browser and Syncability.
Private document access
Documents and extracted data remain scoped to authorized users.
Original documents preserved
Keep the original source alongside its structured result.
Controlled access
Access controls help prevent documents from being exposed across customer accounts.
Start with real documents.
Everything you need to start turning recurring documents into structured data.
- AI document extraction
- Fields and tables
- Reusable schemas
- Document projects
- Source-linked review
- Structured data export
Need higher volume or API access? Contact us.
Frequently asked questions
Your documents already contain the data.
Syncability makes it usable.
Upload your first document and turn it into structured data you can build on.
No credit card required