File Room
Streamline workflow with a centralized, secure platform for storing, editing, managing, and sharing files.
SOC 2 Type II (in process)
AES-256 Encrypted
Full Audit Trail
Power Faster, Smarter Business Workflows.
Transform invoices, utility bills, leases, and contracts into structured, validated data automatically. Stop typing. Start automating.
14-day free trial available. No credit card required.
parsepoint.com/workflow-orchestrator
Fragmented in. Verified out.
Stage 01
Collect everything in one place.
Emails, files, and APIs all land in one intake lane.
payables@company.com
fieldtickets@company.com
lease_204.pdf
API JSON
Unified intake
One queue
4 new records queued
source: email / pdf / api
Measurable ROI from day one.
Average results across enterprise deployments powered by the Veridian engine.
0.0%
Extraction accuracy across document types
0%
Reduction in manual data entry hours
0x
Faster document processing across multi-site operations
<0s
Average processing time per document
Platform
Five plans. One intelligent engine.
Browse the full Parsepoint stack, from file storage and lease workflows to facility operations, utility automation and standalone document parsing.
Lease Manager
Manage leases, key dates, and abstracted terms with OCR-driven extraction built for lease portfolios.
Facility Manager
Unify facility management, map sites, manage leases and key dates, and automate ASC 842 workflows.
Utility Manager
Reduce utility cost and emissions with AI-powered bill parsing, automatic conversions, and audit-ready reporting.
Document Parsing
Standalone parsing application for high-volume OCR programs priced by annual page volume.
How It Works
From raw document to structured data.
Three steps. No manual data entry. Full traceability from source document to extracted field.
1
Connect Your Data Sources
Bring in documents and data through API connections, email routing or uploads. Select the Parsepoint plan or module that fits your workflow and the platform automatically applies the right parsing logic, field structure and downstream data flow protocols.
2
Extract, Validate & Refine
Parsepoint automatically classifies files, extracts key data and routes records through predefined processing workflows. Built-in modules include off-the-shelf validation protocols for specific use cases, while customers can layer in custom fields, business rules and review responsibilities to continuously improve data quality.
3
Automate, Analyze & Report
Once validated, data flows directly into third-party systems, downloadable outputs and prebuilt dashboards and reports configured to your module. The result is a more automated, structured and actionable dataset that powers operations, analytics and reporting.
Veridian Engine
Every field traced back to source.
The Veridian extraction engine does not just extract data -- it maintains a complete chain of custody. Every extracted value links back to the exact region of the source document, so your team can verify, audit and trust every number.
- Field-level confidence scores with visual source highlighting
- Exception flagging for low-confidence or anomalous values
- Automatic unit conversion across utility types and vendors
- Continuous Veridian model improvement from correction feedback
Built to optimize any business.
Parsepoint transforms documents, workflows and operational data into structured, automated systems. From accounting, operations, service ticketing and facility management to energy, legal and sustainability reporting, organizations use Parsepoint to extract data, streamline processes and power better decisions.
Featured Functions
Accounting & Bookkeeping
Automate invoice intake, AP workflows and financial document processing by extracting key fields from invoices, receipts and statements using AI-powered OCR and structured routing workflows.
Audit & Tax
Extract financial records, supporting documentation and tax data into structured datasets with traceable source links to streamline audit preparation and compliance workflows.
Facility Management
Digitize leases, maintenance logs, inspection reports and vendor records with automated data extraction and workflows that track key dates, obligations and property operations.
Legal & Compliance
Parse contracts and regulatory documents to extract clauses, obligations and key dates, automatically routing information into compliance workflows and document tracking systems.
Mergers & Acquisitions
Accelerate due diligence by extracting financial, legal and operational data from data rooms and organizing documents into structured, searchable datasets.
Sustainability & GHG Emissions
Automate extraction of utility bills, fuel records and operational data to streamline emissions accounting, energy tracking and sustainability reporting workflows.
Featured Industries
Advisory & Consulting
Streamline client reporting and data aggregation by extracting operational, financial, and ESG information from documents into automated analytics workflows.
Healthcare
Digitize intake forms, referrals, insurance records and patient documentation with automated OCR and routing workflows that reduce manual administrative processing.
Oil & Gas
Automate extraction of operational reports, regulatory filings, invoices and field documentation to improve asset tracking, compliance and reporting workflows.
Private Equity
Set up data rooms and portfolio reporting workflows while using OCR-powered parsing to accelerate diligence, extract key financial and contractual data and identify hidden liabilities within target company documents.
Retail
Extract supplier invoices, lease agreements and operational documents to automate financial tracking, facility management and vendor workflows across locations.
Services & Manufacturing
Digitize operational records, work orders, vendor documentation and financial documents to automate reporting, inventory tracking and workflow management.
Results
What our customers have achieved.
18 months
of backlogged data processed in 3 weeks
“We have reduced our AP workload by about 70% and now manage vendor spend with a zero-balance budget structure that gives us much tighter control. Our invoices are automatically captured from our Accounts Payable inbox, routed through vendor-level approval workflows and synced directly into our Odoo ERP for bill pay. Highly recommend Parsepoint for accounting and finance workflow automation!”
Corporate Controller
National HVAC Service Provider
$36,000
in utility overpayments recovered
“Our utility monitoring was basically impossible to stay on top of. The Parsepoint platform started flagging usage spikes for our water bills and energy anomalies that we had never caught before. That alone helped us recover $36,000 in a city water dispute and unlocked more than $200,000 in energy savings for our global business.”
Head of Sustainability
Global Manufacturing Company
400+
facilities and leases managed from a single dashboard
“We were constantly chasing lease information and reacting to facility issues. We missed landlord escalation payments more than once and were always playing catch-up on real estate decisions. With the Parsepoint Facility Manager module, all our lease and facility data is in one place, which helps us stay ahead and manage one of our biggest cost drivers.”
Director of Facilities
National Car Wash Operator
1+ month
of manual work saved after implementation
“Before Parsepoint, our team was spending a huge amount of time manually pulling utility data from thousands of invoices across our facilities. It was slow and frustrating. Once we implemented Parsepoint, we immediately saved over a month of manual work. The system automatically extracts the data, which made our emissions calculations faster and much more accurate. We were even able to report to our private equity sponsor ahead of schedule and make our third-party GHG audit much smoother. Our finance team is now using the data to monitor energy rates and help manage our energy costs. It has been a huge improvement for us, honestly an amazing platform.”
Sustainability Department
Goods Manufacturer
Enterprise
White-glove onboarding. Dedicated support.
Enterprise deployments include a dedicated implementation team, custom model training and ongoing optimization. We handle the complexity so your teams can focus on operations.
Discovery & Scoping
We audit your current document workflows, identify automation opportunities and define success metrics tailored to your portfolio.
Data Migration
Existing documents are ingested, classified and processed through the Veridian engine. Historical data is structured and validated.
Team Onboarding
Role-specific training for operations, finance and compliance teams. Custom workflows configured to match your existing processes.
Ongoing Optimization
Dedicated customer success manager monitors extraction accuracy, tunes models for your document types and provides quarterly business reviews.
Security & Compliance
Security your compliance team will approve.
Enterprise-grade security controls, independently verified, built into every layer of the platform.
SOC 2 Type II (underway)
Independently audited security controls verified annually by a third-party firm.
AES-256 Encryption
Data encrypted at rest and in transit using industry-standard AES-256 encryption.
Role-Based Access
Granular permission controls down to the folder and document level.
Full Audit Trail
Every action logged. Complete chain of custody from upload to extraction to export.
Integrations
REST API, webhooks and pre-built connectors for enterprise systems.
99.9% Uptime SLA
Enterprise-grade infrastructure with guaranteed availability and redundancy.
Connects to your existing stack.
Export structured data wherever it needs to go. Pre-built integrations and a flexible API for custom workflows.
Excel / CSV
Google Sheets
REST API
Webhooks
SFTP / S3
ERP Systems
Power BI
Yardi / MRI
Frequently asked questions
Veridian is Parsepoint's proprietary document intelligence engine. It combines advanced OCR, layout analysis and domain-specific machine learning models to extract structured data from facility documents, utility bills, leases and compliance records. Unlike generic extraction tools, Veridian is purpose-built for the document types that operations teams encounter daily.
Parsepoint supports PDFs (both digital and scanned), images (PNG, JPEG, TIFF), spreadsheets (Excel, CSV) and Word documents. The Veridian engine handles utility bills, lease agreements, maintenance logs, inspection reports, invoices, compliance certificates and more. Custom document types can be trained for enterprise deployments.
Every extracted value in Parsepoint links back to the exact region of the source document where it was found. You can click on any data point to see the original document with the source area highlighted, along with the confidence score for that extraction. This creates a complete chain of custody from raw document to structured data.
Standard implementations take 2-4 weeks. We start with a discovery call to understand your document workflows, then handle data migration, team onboarding and workflow configuration. Enterprise deployments include a dedicated implementation manager, custom model training and ongoing optimization. Most teams are fully operational within the first month.
Parsepoint is undergoing its SOC 2 Type II audit and uses AES-256 encryption at rest and in transit. We implement role-based access controls, complete audit trails and multi-tenant data isolation. All infrastructure runs on enterprise-grade cloud services with 99.9% uptime SLA. We support SSO integration and custom data retention policies for enterprise customers.
Yes. Parsepoint supports export to Excel, CSV and Google Sheets out of the box. For automated workflows, we offer a REST API, webhooks, SFTP/S3 delivery and pre-built connectors for common ERP and CMMS platforms. Enterprise customers can also access custom integration development with our engineering team.
Ready to see what Parsepoint can do for your operations?
Schedule a 30-minute demo with our team. We will walk through your specific document workflows and show you exactly how Parsepoint fits into your operations.