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Extract PDF data faster than ever

The Pantenix platform automates the process of collecting data from PDFs for Institutional investors, family offices and RIA firms.

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Why Pantenix?

We realized the need for an affordable solution to enable firms to effortlessly collect and validate unstructured data documents, ensuring accurate reconciliation and reporting.

Streamline Operations

Our AI engine learns the patterns in your documents modernizing the way your firm collects data, resulting in fast, secure and accurate PDF document extraction - saving operations teams countless hours.

Reduce Errors

Eliminate tedious and error-prone manual data entry for alternative investments, custodian statements and other information unavailable though a third party aggregation services.

Complete Flexibility

Up and running in hours - integrates directly into the any portfolio accounting systems (even proprietary) and seamlessly connects to your existing business processes.

How Does It Work?

Our platform uses advanced computer vision and an algorithmic multi-step analytic process to intelligently and accurately extract data from PDF documents into a format compatible with any portfolio accounting system. Unleashing operational efficiencies by freeing up your operations team’s time from low value data manipulation. 

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It Starts with Mapping

Our simple workflow walks you through a one-time mapping process to properly associate the correct fields from any PDF document to prepare for data extraction.

Extract Data

After mapping the fields within a PDF, the platform gets to work using statistical analytic techniques (fuzzy logic, anomaly detection, & algorithms) to properly extract the data in preparation for creating your output file.

Transform Data

Review the output and generate an export file (.xlsx, .csv, .trn) which can be directly imported into your account system, allowing for a more complete picture of your clients whole portfolio of assets.

Safe and Secure

We leverage elastic cloud scalability, multi-instance data security, and deploy the same 256-bit encryption and physical security as the top financial institutions. Our highly secure technology is built and managed in Amazon AWS®.

Time is Money.
Pantenix Saves You Both.

Contact us to learn how Pantenix will supercharge how your firm deals with manual data collection.

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See how Pantenix significantly accelerates how you deal with manual data entry

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Our office location

Redmond, WA 98052

Contact Us

sales@pantenix.com
(206) 854-5617