Offset

On-premise AI for regulated finance — extract data from PDFs and Excel with full audit trails.

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offset.app
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Quick facts
What is it On-premise AI for regulated finance — extract data from PDFs and Excel with full audit trails.
Pricing Paid
Platform Web Application
Best for extracting data from financial statements, parsing regulatory filings
Domain registered 2015

Data updated Aug. 1, 2026

What does Offset do?

Offset is an AI tool designed for financial institutions and other regulated industries that need to extract data from documents while maintaining strict security and compliance. It specializes in pulling accurate numbers and information from PDFs, Excel files, financial statements, and complex worksheets. The system is built to handle the specific formats and complexities found in institutional finance, turning unstructured document data into usable, structured information.

The tool works by using a custom AI model that is fine-tuned for financial terminology and document layouts. What sets Offset apart is its commitment to data security and transparency. It can be deployed entirely on-premise, meaning no sensitive financial data ever leaves a company's own servers. Furthermore, every piece of extracted data is linked back to its original source location in the document, creating a complete audit trail that eliminates guesswork and reduces errors during compliance checks.

This tool is most beneficial for teams in highly regulated environments like banking, investment firms, and corporate finance departments where data accuracy and security are non-negotiable. Practical use cases include automating the tedious process of pulling figures from quarterly reports, analyzing deal-related documents, and ensuring that data used for critical decisions is both accurate and fully traceable to its source material.

#audit trail#data extraction#finance ai#financial data#on-premise#pdf parsing#regulated industries

Key features

What makes it stand out
01
Extracts financial data from PDFs and Excel with high accuracy
02
Provides full audit visibility by linking values to source documents
03
Deploys privately on-premise to keep data secure
04
Uses a custom AI model built for institutional finance workflows
05
Parses complex filings, statements, and worksheets automatically

Who is Offset for?

Who benefits most from this tool
extracting data from financial statements
parsing regulatory filings
automating data entry from complex worksheets

Trust & presence

Domain Domain registered 2015

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