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Smart Reader: the IDP solution that reduces70% of document processing time for the financial sector


Capture, classify,extract and validatedata fromNFe/NFSe, contracts, KYC/KYB, credit files, and statementswithaudit trails, governance, and integration with ERP/BI/CRM. Less manual operation, more accuracy andSTP(straight-through processing) at scale.

 

Are your teams stilltyping, checking, and manually reprocessingcritical document data? críticos?  


+ Financial back office struggles with invoice entry/checking, registrations and files, use of parallel spreadsheets, manual bottlenecks, risk of tax failures, regulatory pressure, and lack of interoperability.

What if you could let theSmart Readerhandle that load?

What do yougain with the Smart Reader?


 

Have intelligent processing

Automate data extraction with the Smart Reader. Our technology understands the context of documents. With flexible APIs for integration, your team gains time to focus on what really matters.

Ensure accuracy with intelligent validation.

Business rules + human review on exceptions (HITL) to ensure reliable extractions in critical fields. ​

Maintain continuous adjustment

Maintaining the solution to include new rules, formats, and exceptions is simplified, ensuring the process continues without interruptions. ​

Have scalability ​

Parallel and queued processing to handle processing peaks while maintaining performance and consistency.

Examples of documents that the Smart Readerautomatically interprets and integrates

+ Balance sheet
+ Income statement
+ Serasa report
+ Property registrations
+ Identification documents

The Go On way of transforming
challenges into results


Our way of operating is based on three pillars: Humanization, Versatility, and Holistic Vision.Humanization, because we put people at the center and create solutions that adapt to their routines. Versatility, because we shape each project to the complexity of operations. Holistic Vision, because we connect data, areas, and processes to turn efficiency into competitive advantage.

IDP solution, what is it in practice?

It is AI that reads, interprets, and extracts data from PDFs, images, and texts, transforming everything into outputs ready for ERP/BI/CRM, freeing teams for strategic decisions, with speed and reliability.


But what doesthe market say?

The use of AI in financeis growing rapidly.*



*According to the WEF report "Artificial Intelligence in Financial Services."

The fintech sectorAI reached 72% market sharein AI solutions in the financial market in 2024.*


*According to Mordor Intelligence.

71% of companies are already using AIin financial functions.



*According to data from KPMG.

It is estimated thatbanks could see a gain of $170 billion in profitsover the next 5 years due to the adoption of AI.


*According to Financial News.

Take the next step to make yourfinancial operation smarter.


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Frequently Asked Questions


The solution ensures the encryption of files and data transacted through encryption techniques in transit and at rest, complying with LGPD. It also has segregated environments with authentication methods that ensure the integrity of the platform.

No, Smart Reader operates with the HITL (Human-in-the-Loop) concept: AI performs 90–95% of the reading and extraction, and humans validate exceptions or cases of ambiguity.

This ensures continuous accuracy, reduces regulatory risks, and maintains governance over automated decisions.

All integrations are carried out through APIs that can be called directly from proprietary systems. After reading via Smart Reader, all relevant information pertaining to the process defined in conjunction with clients is returned.

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