FormX.ai - Form and Document Extractor with AI

FormX.ai is an AI-powered intelligent document processing platform designed to automate data extraction from a wide range of documents. It offers OCR, custom extractors, a document workspace, ID verification extraction, mobile capture, and API-driven workflows to streamline business processes across industries such as finance, HR, retail, logistics, and healthcare.

How FormX.ai Works

1. Create an Extractor: Use pre-built extractors or design a custom one tailored to your document needs.
2. Prepare Your Samples: Upload sample documents and define the data fields to extract.
3. Connect the API: Integrate FormX.ai’s API to import structured JSON into your systems.

Your extraction model improves over time with real-world feedback, enabling more accurate data capture. The platform supports production-grade data workflows by combining vision (OCR) and large language models (LLMs) with guardrails to maintain stability and reduce hallucinations.

Document Types & Use Cases

• Invoices, Receipts, Bank Statements, Contracts, Applications, Shipping Orders, Certificates, Licenses, ID Proofs, and more
• Industry coverage: Finance & Accounting, Human Resources, Retail & Operations, Business & Legal, Customer Support, Logistics, Medical, and Insurance
• Specific outputs include converting PDFs to Excel/CSV/XML/JSON and extracting structured data for downstream systems

How It Works Under the Hood

• Production-ready data pipelines with model ensembles: switch between vision and LLM models to balance latency and accuracy
• Fine-tuning with real data: guide the AI on what fields are most relevant for each merchant
• Multi-model fusion: combine specialized models to handle diverse document types
• Data normalization, image quality checks, and continuous feedback loops to improve accuracy over time

Features

• Pre-built and customizable extractors to fit your documents
• OCR and AI-powered data extraction across diverse document types
• Document Workspace to manage and collaborate on document workflows
• ID Proof extraction for streamlined verification
• Mobile SDK for data capture on the go
• API-first integration with your existing systems
• Production-grade guardrails and model reliability for business use
• Mix multiple models for different document types
• Integration options with Zapier and N8N for automation
• Data outputs in JSON for easy ingestion into downstream apps
• Compliance-ready (ISO 27001 and SOC 2 Type II ready, per provider claims)