DocPro is our Agentic Document Extraction platform —
document agents that read, reason, and return structured data.
PTAS Finsuite is the finance operations layer built
on top: AP automation, vendor management, and GST compliance, all fed by
clean data from DocPro. License one, or run them together the way they
were designed to.
ISO/IEC 27001-alignedISO 9001-alignedGlobal support
PTAS Finsuite · Finance Operations
The finance platform your controller has been asking for.
Finsuite picks up where DocPro drops off. Clean invoice data flows in. Approvals
route by rule. Payments get cut. Vendors stay current. GST returns file on time.
Everything sits on one data model so nothing needs a monthly reconciliation
marathon.
You can run Finsuite on top of DocPro, or keep whatever extraction you already have
and plug Finsuite in behind it. Your call.
6-way
PO · GRN · Tax · Contract · invoice match built in
Invoices come in through email, upload, or EDI. DocPro reads them. Finsuite matches
against POs and GRNs, routes for approval by your rules, handles the exceptions,
and produces a payment file your banking platform understands. Your CFO gets a
dashboard that tells the truth.
Best for: mid-market and enterprise AP teams with approval policies that actually matter.
A central vendor master with self-serve onboarding, document expiry tracking, tax-ID
verification, and approval workflows that keep procurement and finance on the same
page. No more three spreadsheets and a shared inbox of PAN cards.
Best for: procurement + finance teams tired of arguing about whose vendor list is right.
GSTR-1, GSTR-3B, and 2A/2B reconciliation. ITC matching against the portal.
e-Invoicing and e-Way Bill generation. All reconciled against your books, all
filed on time, all auditable. If the GSTN portal is down, we queue and retry.
If a mismatch shows up, we tell you which invoice caused it.
Best for: India-based businesses filing monthly or quarterly, with tax notices to avoid.
Pre-built connectors for SAP S/4HANA, Oracle Fusion, NetSuite, Tally, Zoho Books,
and QuickBooks. A generic REST API for the one system that isn’t on that list.
Finsuite doesn’t ask you to replace your ERP. It sits next to it and does the
work your ERP was never good at.
Best for: IT teams that have been burned by “rip and replace” finance tools before.
Document agents that read, reason, and hand back clean JSON.
DocPro is the flagship. Send it any document — a vendor invoice, a ten-page bank
statement, a scanned passport, a custom form nobody else has seen — and get back
structured data shaped to your schema, with a confidence score on every field.
No rigid templates. No hand-coded regex for every new layout. When the agent
isn’t confident, it says so, routes the field for review, and keeps learning.
Your AP team stops typing vendor bills into the ERP. The agent reads PDFs, scans,
email attachments, and photos, matches line items against purchase orders, catches
the duplicate someone already paid last month, and posts a clean record to your
ledger.
Best for: AP teams processing 500+ invoices a month across varied vendor layouts.
Employees photograph a receipt. The agent reads it, applies your policy, auto-approves
the ones that fit, and flags the ones that don’t. Two-hour expense reports become
two-tap submissions. Finance gets an audit trail that holds up.
Best for: T&E teams tired of fighting spreadsheets, policy exceptions, and blurry receipts.
Most bank statements are a nightmare. Columns shift, footers land mid-page, balances
don’t tally. The agent handles that and returns transaction-level data with a
running balance that reconciles against the summary. Lenders use it to make credit
decisions in minutes instead of days.
Best for: lenders, fintechs, and finance teams copy-pasting from 100+ bank PDFs a week.
Passports, driving licences, national IDs, PAN, Aadhaar, Emirates ID — extracted,
validated, and tamper-checked with confidence scores you can audit. Onboarding
windows that used to be two days now close in the time it takes to pour a coffee.
Best for: regulated businesses onboarding customers, employees, or vendors at volume.
Insurance claims, bills of lading, lab reports, lease agreements, policy schedules,
the three-column internal form someone built in 2009 — we train extraction agents
on your documents, in your schema. Turnaround is weeks, not quarters.
Best for: teams with a high-volume paperwork problem that no off-the-shelf tool solves.
The same agents behind a clean REST API, with SDKs for Python, Node.js, and Java.
Sync mode for single docs, async batch for end-of-day runs, webhooks for long
extractions. Audit logs and replay are built in, not bolt-on.
Best for: engineering teams wiring extraction into an existing pipeline.
From an invoice in your inbox to a filed GST return
Four steps. Two product families. One data model. Skip to any step your team already owns.
01 · Ingest
Documents arrive
Email forwarders, S3 drops, API uploads, portal submissions. Finsuite and DocPro both accept the same intake channels.
DocPro
02 · Read
Agents extract
DocPro agents parse header and line items, confidence-score every field, and flag anything worth a human look.
DocPro
03 · Run
Finsuite operates
AP matches against POs, Vendor Management validates the payee, and approvals route by your policy rules.
Finsuite
04 · File
Posting & compliance
Payment files hit the bank, entries post to the ERP, and GST returns reconcile against the portal before they file.
Finsuite
Integrations
Plugs into the stack you already run
Native connectors for the systems finance and ops teams actually use. Everything else wires up through REST APIs and webhooks in a day.
SAP
Oracle
MS Dynamics
Tally
QuickBooks
Xero
Zoho Books
Salesforce
HubSpot
NetSuite
Power BI
Tableau
Snowflake
AWS S3
Azure Blob
REST · Webhooks
Industries
Sectors we know cold
Years of learning the rules, the vocabulary, and the failure modes of the industries we serve — so your team doesn’t have to teach us twice.
Banking & Finance
Healthcare
Manufacturing
Logistics
Retail & E-commerce
Education
Hospitality
Why teams choose us
Delivery that earns repeat work
We’re not the cheapest option in your inbox, and we’re not trying to be. Here’s what you get instead.
Engineering-led teams
The people scoping your project are the people shipping it. No handoffs to mystery subcontractors between the sales deck and the first sprint.
Security you can audit
ISO/IEC 27001-aligned practices covering access, encryption, logging, and incident response. DPAs, NDAs, and regional data residency on request.
Process that holds up
ISO 9001-aligned delivery with documented reviews, QA, and continuous improvement. Fewer surprises in UAT, fewer fires in production.
Agile by default
Scrum, Kanban, or whatever cadence your team already runs. We adapt to your rituals — we don’t impose ours.
Global support coverage
Clients across North America, Europe, the Middle East, and Asia-Pacific. Follow-the-sun support when release schedules demand it.
FAQ
Questions teams ask before they sign
If yours isn’t here, book a call. We’d rather answer it properly than paste a disclaimer.
What is Agentic Document Extraction, and how is it different from OCR?
OCR converts pixels to characters and stops there. Agentic Document Extraction (ADE) adds a reasoning layer on top — the system understands document structure, validates fields against your business rules, cross-checks values across pages, and only asks for human review when its confidence is low. PTAS AI does not use traditional OCR. We use ADE, which is why the platform stays accurate when layouts change, languages switch, or new vendors show up.
How does PTAS Finsuite relate to DocPro?
Think of DocPro as the engine and Finsuite as the car. DocPro’s agents read whatever documents come in — invoices, vendor KYC packs, tax notices — and turn them into structured data. Finsuite picks up from there: AP Automation posts the invoice, Vendor Management keeps the vendor master clean, and GST Compliance files the returns. You can license either family on its own, but together they close the loop from paperwork to posting to filing.
Can I buy just DocPro without Finsuite, or vice versa?
Yes. Both families license independently. DocPro is often used as a standalone API by engineering teams who already have a finance stack. Finsuite is used by finance teams who want the full AP and compliance workflow. They work best together, but nothing forces the bundle.
How accurate is DocPro?
Field-level accuracy typically sits between 95% and 99% on standard formats once the agent is tuned to your documents. Every extraction ships with a confidence score, so your team can decide what to auto-post and what to route for human review.
Can DocPro handle our custom document format?
Yes. Custom agents are part of standard onboarding — we define the target schema, show the agent a representative sample of your documents, and iterate with your team until the output matches your data model. No schema is too strange if it solves a real problem.
Where does our data live?
In the cloud region of your choice on AWS, Azure, or Google Cloud. On-premise and air-gapped deployments are available for regulated workloads, and we’ll co-sign a DPA before a single document leaves your environment.
How long does a typical DocPro rollout take?
Most teams process their first live document within a week. A full rollout with approvals, integrations, and audit policies usually lands between four and eight weeks, depending on how many document types and systems are in scope.
Which ERPs and accounting systems does Finsuite integrate with?
Native connectors ship for SAP, Oracle, Microsoft Dynamics, Tally, QuickBooks, Xero, Zoho Books, and Salesforce. Anything we don’t have a connector for, your engineering team can wire up through our REST API and webhook events, usually in a day.
How is pricing structured?
DocPro is priced on document volume. Finsuite is priced on transaction volume and the modules you license. No per-user fees, no surprise overages — you get a predictable monthly bill and a buffer for seasonal spikes. Book a call and we’ll put a real number on paper the same day.
Pick a product. Or pick both. We'll take it from there
Book a 30-minute discovery call. No deck, no fluff — just a working conversation about your highest-volume paperwork and where agentic extraction plus finance automation can pay for itself.
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