73 ExtractExtraction Agent

# Turn financial documents into decision-ready data.

Free your investment team to focus on analysis and decision-making, not manual reporting. Extraction Agent transforms financial documents into structured data, helping your team process more reports, reduce manual effort, and make better use of their time while keeping you in control of every number.

Book a Demo

![Extract Agent V2](https://cdn.sanity.io/images/0lkfsbau/production/39955d625ff4d5bdc4a8bb0a9b3f72ec149ed00e-1256x1330.png?q=80&fit=max&auto=format&w=3840)

![Extract Agent](https://cdn.sanity.io/images/0lkfsbau/production/ccbb32d6146ceaef80d6ccaffafb93c22fd22d8e-32x32.svg)The Hidden Cost

## Stop processing reports. Start acting on insights

Every reporting cycle, deal and investment teams lose hours to manual data entry, reconciling figures across PDFs, spreadsheets, charts and commentary. Inconsistent formats, broken templates and repeated checks slow the process down, leaving less time for the analysis that drives decisions.

**Extraction Agent** changes that. Built into [**73 Extract**](/solutions/extract/), it reads reports the way your best analyst would, pulling key data from tables, charts, and commentary, mapping it to your reporting structure, and learning from every correction so each report is more accurate than the last.

Ready to cut hours of manual work? See what Extraction Agent can do for your team.

Book a Demo

![](https://cdn.sanity.io/images/0lkfsbau/production/71b670cef48b14f39b2394aeadf5de621fe996d4-981x840.png?q=80&fit=max&auto=format&w=3840)

Extraction Agent: From Input to Output

## One Upload. Multiple Agents. One Approved Dataset.

-   [Concierge Agent](#concierge-agent)
-   [Intake Agent](#intake-agent)
-   [Processor Agent](#processor-agent)
-   [Mapping Agent](#mapping-agent)
-   [Validation Agent](#validation-agent)
-   [Reviewer](#reviewer)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/cb4358922d1a7a7f42b08b59d0167a2799ac25b0-32x32.svg)

Concierge Agent

## Flexible Document Upload and Intake

Upload a single file, a full quarter’s batch, or forward reports by email. The agent automatically matches each document to the correct portfolio company. If the agent can’t identify the company, it asks if you’d like to add it.

![Drop in your documents](https://cdn.sanity.io/images/0lkfsbau/production/08fdccec770fd3426d6c02e291986c6afa55492a-1154x988.png?q=80&fit=max&auto=format&w=3840)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/be4809b4d860dd8ddb7ef66141ab24032ccf6d30-32x32.svg)

Intake Agent

## Intelligent Data Extraction Across Every Document

The agents extract tables and capture KPIs from investor letters and commentary across any document type, format, or language. Each KPI is linked to its original source sentence for easy verification, with support for both European and US number formats to ensure consistent data extraction.

![Agent reviews the document](https://cdn.sanity.io/images/0lkfsbau/production/934b06fff9808378a527297690df3de43a948f08-1154x988.png?q=80&fit=max&auto=format&w=3840)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/5f59493d60d6f760b812cce54add2098ef0884dc-32x32.svg)

Processor Agent

## Intelligent Mapping to Your Reporting Structure

The agents uses context and past company documents to map each value to the correct reporting attribute. No templates to configure. Start with your master chart of accounts, and the agent adapts it to each company as it learns.

![Processor Agent](https://cdn.sanity.io/images/0lkfsbau/production/a5d1356bd59f85b2f03f6b2da27958927ca77509-1154x988.png?q=80&fit=max&auto=format&w=3840)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/9d27c36853c2b7201a8bb226dff43f79a6d6feb3-32x32.svg)

Mapping Agent

## Automated Validation and Exception Checks

Once mapping is complete, validation rules and confidence checks run automatically. Anomaly flags highlight inconsistencies, unexpected values, and low-confidence mappings in one central place, so your team can review exceptions and resolve potential issues before opening the source document.

![Mapping Agent](https://cdn.sanity.io/images/0lkfsbau/production/cc840abd29792d36600cf94e00f33a0b8f9c05cd-1154x988.png?q=80&fit=max&auto=format&w=3840)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/bce8fa8bd8019cda1b80bbb892af3117cd07a561-32x32.svg)

Validation Agent

## Review and Approve with Confidence

Click any value to highlight it in the source document. Correct cells individually or update entire columns using plain English. Human-in-the-loop review lets data reviewers validate anomalies and approve corrections. Every action is logged, and no data enters your portfolio until approved.

![Validation Agent](https://cdn.sanity.io/images/0lkfsbau/production/4eab665aff8f7e2f1a5a6f35cde763462365d92c-1154x988.png?q=80&fit=max&auto=format&w=3840)

![icon](https://cdn.sanity.io/images/0lkfsbau/production/663e28d5e600076b265492069151835fba52940b-32x32.svg)

Reviewer

## Every Correction Makes the Agents Smarter

Set a column as Budget, correct a unit or currency, or fix a sign. Soft Memory remembers each change and applies it automatically to future reports with the same layout. Corrections are shared across the firm, so the whole team benefits from every review.

![Reviewer Agent](https://cdn.sanity.io/images/0lkfsbau/production/e105b0858b0fc5e7a3c5c6556f17fbcbdaaa57f2-1154x988.png?q=80&fit=max&auto=format&w=3840)

> 73 Strings has helped us digitalize and optimize our entire valuation process with a state-of-the-art, new generation solution that has delivered significant ROI across our entire operations, from valuation and compliance, to finance and controlling, and with our investment teams.

Laurence BranthommeGlobal Head of Financial Affairs, Eurazeo

Unlock More From Every Report

## More Insight. More Confidence. Less Manual Work.

-   ![](https://cdn.sanity.io/images/0lkfsbau/production/208be77bc3513052c61cd9db7952bcc7524d48e9-24x24.svg)
    
    ![Time spent](https://cdn.sanity.io/images/0lkfsbau/production/e611402678f1ce04777b154f4095ba48c4f69320-752x540.png?q=80&fit=max&auto=format&w=3840)
    
    ### Accelerate Every Reporting Cycle
    
    Give your team hours back every reporting cycle. Extraction Agent turns incoming reports into data that's ready for review, reducing manual work and freeing your team to focus on what drives value.
    
-   ![](https://cdn.sanity.io/images/0lkfsbau/production/b730cf2ce6c03fc6b45ea6f6de3567af560beae5-24x24.svg)
    
    ![Test](https://cdn.sanity.io/images/0lkfsbau/production/6475c72dda3489dc607b8a15ecd1018cd682b343-752x540.png?q=80&fit=max&auto=format&w=3840)
    
    ### One Streamlined Workflow for Your Entire Portfolio
    
    No need to maintain separate processes for each portfolio company, document format, or investment strategy. Extraction Agent adapts to the information it receives, giving your team one consistent workflow across the entire portfolio.
    
-   ![](https://cdn.sanity.io/images/0lkfsbau/production/e81cdfc8f0bac35c1422e591bb40742c88ef8616-20x20.svg)
    
    ![Test](https://cdn.sanity.io/images/0lkfsbau/production/23f01b859671298c456d08a65f299b828895f94d-752x540.png?q=80&fit=max&auto=format&w=3840)
    
    ### Every Number, Verified at the Source
    
    Every figure links to its source document, enabling deal teams to instantly verify evidence and answer due diligence questions. Every check, correction, and approval is logged in an audit trail, ensuring full traceability and transparency.
    
-   ![](https://cdn.sanity.io/images/0lkfsbau/production/2ae4dbf6ccbb5fea7523bf8cce2f3743a9128e87-24x24.svg)
    
    ![Test](https://cdn.sanity.io/images/0lkfsbau/production/2724a3e7b57d6a677323df3e8735a9103263c107-752x540.png?q=80&fit=max&auto=format&w=3840)
    
    ### Soft Memory Makes Every Agent Smarter
    
    Fix a mapping, unit or sign once, and Soft Memory remembers the correction. Everyone across the firm benefits, so the same mistake doesn’t have to be fixed again next quarter.
    
-   ![](https://cdn.sanity.io/images/0lkfsbau/production/bce8fa8bd8019cda1b80bbb892af3117cd07a561-32x32.svg)
    
    ![Stay in control](https://cdn.sanity.io/images/0lkfsbau/production/7129957508eab88728e5d9ce7237fa00d33e44e1-752x540.png?q=80&fit=max&auto=format&w=3840)
    
    ### Human Oversight at Every Step
    
    Extraction Agent handles the heavy lifting while your team stays in control. Review extracted data, adjust mappings, and correct values individually or in bulk. Nothing is saved until you approve it, and any low-confidence values or missing critical data are flagged for review.
    

## Spend less time chasing numbers and more time driving investment decisions. See how Extraction Agent transforms portfolio reports into trusted, review-ready data.

Book a Demo

FAQ

## Objections, answered.

### How accurate is the extracted data?

Extraction Agent combines structured extraction, validation checks and source-level traceability to help reviewers identify and correct inaccurate or unsupported values. Every mapped value can be checked against its source document, and results remain subject to review before approval.

### Does it replace our data or operations team?

No. It automates the repetitive first pass, finding, extracting, and mapping, so your team spends its time on review, correction, and judgment calls instead of line-by-line data entry. Nothing is saved without someone approving it.

### What does Soft Memory remember?

Soft Memory remembers how your team has set up each report layout: which column is Budget, plus the units, currencies and signs you’ve corrected. The next time a report with the same layout arrives, those decisions are applied automatically. They’re shared across the firm, so one reviewer’s fix benefits everyone.

### What kinds of documents can it process?

Investor and portfolio company reports, quarterly and monthly reporting packs, management accounts, borrower reports, and transaction documents, including PDFs and scanned, image-based documents.

### What happens with a document it hasn't seen before?

Extraction Agent doesn't need a template chosen up front. It captures what's in the document first, then works out what's relevant, so the same process covers a tightly defined data set and a company that sends everything.

### Is our data used to train external AI models?

Client data is not used to train public or external AI models. Extraction Agent processes documents within the secured 73 Extract environment, under the platform's governance and privacy policies. Extracted values remain traceable to their original sources, and data is only added to the portfolio dataset after reviewer approval.

### How does 73 Strings keep my documents and data secure?

73 Strings is SOC 1 and SOC 2 certified. Extraction Agent is built into 73 Extract, so your documents are processed within the same secured platform. Nothing the agent extracts is saved until you review and approve it, and every value stays linked to its source in the original document, so you can audit any figure.

### Does Extraction Agent learn from my team's corrections?

Yes. It remembers how your team has mapped similar documents and applies those decisions the next time a similar document arrives, so you don't repeat the same fixes each reporting period.