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rannsCDE | Agentic AI Document Processing for Banking & Financials

From Complex Banking Documents to
Trusted, Decision-Ready Data

Make banking documents easier to process with rannsCDE. Our banking document automation platform classifies documents, extracts and validates key data, and delivers trusted information to your systems.

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Years of Expertise
25 +
Extraction Accuracy
99 %
Enterprise Integrations
50 +
Cost Savings
> 70 %

SMARTER BANKING & FINANCIAL Document Processing IN 5 SIMPLE STEPS

Transform Banking Documents into Faster, Smarter,
More Accurate Business Decisions

rannsCDE transforms loan applications, KYC documents, bank statements, pay stubs, tax forms, invoices, remittance files, and other banking & financial documents into accurate, actionable data.

Connect to Any Document Source

Securely connect to cloud storage, email, scanners, databases, APIs, FTP, DMS, LOS, CRM, and core banking systems.

Key Capabilities

  • Secure Connections
  • Any Format or Source
  • Real-Time and Batch Ingestion
  • Secure Data Transfer
  • Cloud, VPC, or On-Premises

Benefits

  • Centralized access to documents
  • No manual uploads
  • Faster ingestion & governance

AI Reads & Understands Your Documents

AI recognizes loan packages, bank statements, IDs, KYC forms, pay stubs, tax forms, invoices, and remittance documents.

Key Capabilities

  • Document Classification
  • Statement and Form Recognition
  • Data / KYC Detection
  • Table and Field Detection
  • Template-Free Processing

Benefits

  • Up to 90% faster setup
  • No manual mapping
  • Handles varied financial documents

AI Extracts, Validates & Optimizes

Accurately extract customer, account, income, invoice, payment, and compliance data with built-in validation.

Key Capabilities

  • Customer and Account Extraction
  • Income and Financial Data
  • Invoice and Payment Data
  • Cross-Field Validation
  • Confidence and Exception Scoring

Benefits

  • 99% extraction accuracy
  • Fewer errors & rework
  • Reliable data you can trust

AI Workflow Builder
(No Coding)

Visually build workflows for classification, validation, exception review, approvals, enrichment, and compliance checks.

Key Capabilities

  • No-Code Workflow Builder
  • AI-Generated Business Rules
  • Conditional Routing
  • Human Review
  • Audit Trails and Alerts

Benefits

  • No-code automation
  • Consistent processes
  • Full visibility & control

Deliver Clean, Structured Data Anywhere

Send structured data to LOS, CRM, ERP, ECM, core banking, and reporting systems in the required format.

Key Capabilities

  • Structured Data and Metadata
  • APIs and Webhooks
  • LOS, CRM, and ERP Integration
  • Dashboards and Reports
  • Flexible Output Formats

Benefits

  • Seamless system integration
  • Real-time or scheduled delivery
  • Actionable insights at scale

Agentic AI Document Processing for Banking & Financial Services

rannsCDE intelligently extracts, classifies, and validates data from high-volume financial documents, helping you accelerate decisions, reduce manual work, ensure compliance, and deliver better customer experiences.

Customer
Onboarding & KYC

  • ID Proofs (PAN, Passport, Driver's License)
  • Proof of Address
  • KYC & AML Documents
  • Beneficial Ownership Forms

Loan Origination
& Applications

  • Personal, Business & Loan Applications
  • SBA & Commercial Loan Documents
  • Credit Line Applications
  • Co-Applicant Applications

Income & Employment
Verification

  • Payslips / Pay Stubs
  • W-2 / 1099 Forms
  • Tax Returns
  • Employment Verification Letters
  • Bank Statements
  • Profit & Loss Statements

Mortgage & Real
Estate Lending

  • Mortgage Loan Packages
  • 1003 / URLA Forms
  • Property Appraisals
  • Title Reports
  • Loan Estimates & Closing Disclosures
  • Purchase Agreements

Credit & Risk
Assessment

  • Credit Reports
  • Underwriting Reports
  • Risk Assessment Reports
  • Debt-to-Income Analysis
  • Asset Verification Documents
  • Liability & Obligation Records

Banking
Operations

  • New Account Applications
  • Account Opening Forms
  • Signature Cards
  • Wire Transfer Requests
  • ACH Authorization Forms
  • Account Maintenance Requests

Financial Statements
& Reporting

  • Balance Sheets
  • Income Statements
  • Cash Flow Statements
  • Bank Statements
  • General Ledger Reports
  • Audit & Compliance Reports

Compliance
& Regulatory

  • AML Reports
  • Suspicious Activity Reports (SAR)
  • Customer Due Diligence Records
  • Regulatory & Compliance Documents
  • OFAC Screening Records

Collections
& Recovery

  • Delinquency Notices
  • Collection Letters
  • Payment Arrangements
  • Foreclosure Documents
  • Recovery Reports
  • Settlement Agreements

Commercial
Banking Documents

  • Business Formation Documents
  • Articles & Incorporation
  • Operating Agreements
  • Commercial Credit Applications
  • Equipment Financing Documents
  • Lease Agreements

rannsCPA for Banking Workflow Automation

Extend document processing with no-code workflow automation for intake, verification, exception routing, approvals, and downstream actions across banking operations.

Loan & Account Onboarding

Verification & Exceptions

Approvals & Notifications

System Actions & Delivery

Why rannsCDE Is 10× Better Than Traditional IDP

Capability Traditional IDP rannsCDE
Setup & Configuration
Complex, IT heavy, requires coding
No code AI setup & rule configuration
Document Types Supported
Limited to specific templates
350+ financial & banking document types
Accuracy
70-85% (varies by template)
99%+ accuracy with AI confidence scoring
Integration Time
Weeks to months
Less than 1 hour
Processing Speed
Minutes per document
~3 seconds per document
System Integrations
Limited connectors
50+ enterprise connectors & APIs
Intelligence
OCR + template rules
Multimodal AI + LLM + Business Rules
Workflow Automation
Basic or external tools
Built-in AI Workflow Builder (no code)
Deployment
Cloud only
Cloud, VPC, Private Cloud or On-Premises
Learning Capability
Static templates
Continuous learning & self-improvement

Why Financial Institutions Choose rannsCDE

25 Years of industry expertise

Industry Leading >99% Accuracy

Up to 10× Faster Processing

Seamless third-party integrations

Multimodal AI Engine

AI Workflow Builder (No Coding)

AI-Driven No-Code Setup

AI Business Rules in Plain English

Scalable Document Processing

Human-in-the-Loop Validation​

Enterprise Security and Compliance

Role-Based
Access Controls

Audit Trails &
Compliance Reporting

Secure Cloud, VPC or
On-Prem Deployment

Flexible Data Residency
and Deployment

PII Detection & Protection

End-to-End Data
Encryption

Compliance-Ready Processing

Convert Banking & Financial Documents into
Trusted Business Data

Convert Banking & Financial Documents into Trusted Business Data

AI-powered document processing for faster lending, stronger compliance and smarter financial operations.

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Infognana is an AI solutions and digital services company with 25+ years of expertise in empowering enterprises through intelligent platforms, scalable digital solutions, and innovation-driven growth.

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Compliant
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Compliant
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Certified
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