Overview

DocuBridge is the Excel add-in designed to automate your most tedious financial modeling, data entry, cleaning, and tracking tasks. Built for Private Equity, hedge funds, and banking professionals, it streamlines financial workflows by extracting, linking, and structuring data from any document format (PDF, PNG, PPTX, JPG, CSV, XLSX, and more). DocuBridge supports hundreds of pages at a time, ensuring accuracy and efficiency in financial analysis. This tool is designed for enterprise deployments and requires purchasing a license.

Features

Automated Financial Model Building

Instantly extract structured financial data into your models. Use AI-driven automation to convert financial statements, investor reports, and diligence documents into structured Excel formats, reducing manual work and increasing efficiency.

Data Extraction

Use Text Bridge and Table Bridge to pull structured data from any document into Excel. Data is automatically formatted into tables and text with 99.9% accuracy, even from low-quality scans.

Form Extraction

Extract standardized fields across multiple documents like financial statements, RFPs, tax forms, and investor reports. Save time consolidating data across recurring formats.

Document Search

Leverage AI-powered semantic search to scan thousands of pages instantly. Find relevant financial data even in unstructured, low-quality documents without manual review.

Data Linking

Track the source of every extracted data point automatically. Click on any value and be taken directly to the original source, highlighted in context, eliminating the need for manual annotations or screenshots.

Custom Templates

Reformat extracted financial data into your preferred Excel templates with AI. Whether you're working on financial models, diligence templates, or investor reports, DocuBridge automatically maps data into your existing formats.

Private AI Chatbot

Use a privately hosted chatbot to query financial documents and Excel data. Ask it to extract insights, generate reports, or even create financial models and graphs using natural language commands—all within Excel.

Select Use Cases

Private Equity – Automate financial modeling, diligence, and investor reporting.

Hedge Funds – Extract and structure data for faster modeling, risk analysis, and portfolio management.

Investment Banking – Convert 10-Ks, investor presentations, and financial statements into structured financial models in seconds.