Documents arrive as PDFs; your CRM needs structured data. JYNI's Document AI bridges the gap — read a file once and get the fields back automatically, so your team stops doing the most tedious work in the business.
Manual data entry from documents is some of the most expensive busywork in any deal-driven business — slow, error-prone, and a magnet for the mistakes that delay or sink deals. JYNI's Document AI reads business documents and extracts the information into structured data automatically, so a file that used to mean twenty minutes of typing becomes a few seconds of review. It turns paperwork from a bottleneck into a background step, freeing your team to spend time on the work that actually moves deals forward.
Feed in a document and JYNI pulls the relevant fields into structured data — no manual transcription.
Automated extraction avoids the typos and transposed numbers that creep into manual entry and quietly derail deals.
What used to take twenty minutes of keying becomes a quick review, so files move through your process faster.
Extracted data and the source document live with the right company and deal in your CRM, so context isn't scattered across folders.
Upload a PDF — a bank statement, an application, or other business paperwork.
JYNI extracts the relevant information into structured fields automatically.
Glance over the result, then use the structured data and keep the source file attached to the deal in your CRM.
It's built to read business documents such as bank statements and applications and extract their data into structured fields. For best results, feed a clear digital export rather than a low-resolution photo of a paper document.
Manual entry is slow and error-prone, and the transposed numbers and typos it produces are exactly the mistakes that delay or sink deals. Automated extraction turns a twenty-minute task into a quick review and keeps your data cleaner.
Yes — extracted data and the source document attach to the right company and deal, so the information lands where you work it instead of in a separate folder you have to cross-reference.
Extraction quality depends heavily on the source: a clean digital PDF from a bank or provider portal extracts far better than a scanned or photographed page. JYNI surfaces the result for a quick review so you stay in control before the data is used.
JYNI brings lead discovery, outreach, CRM, documents, and content into one workspace. Explore the industry and use-case hubs for the niches you serve.
Book a walkthrough and we'll show you how document ai fits the way you already sell — and how it works alongside the rest of JYNI.
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