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What is Harold?

Harold acts as a comprehensive automation tool that caters to both contemporary and legacy ERP systems, with the goal of stopping erroneous data from entering businesses. It carefully processes documents by extracting, verifying, and rectifying any errors before they are incorporated into interconnected systems. Unlike many document processing solutions that simply extract data, Harold prioritizes precision by tackling problems such as missing fields, inaccurate totals, incorrect VAT rates, and invalid supplier IDs, while also minimizing the need for manual checks, thereby preventing disruptions in subsequent operations. Through the application of AI, it efficiently collects information from a range of document types, including invoices, receipts, purchase orders, and statements, while automated rules ensure the data's accuracy, allowing only validated information to be sent directly to an ERP system, accounting software, or via a Zapier integration. Users can easily upload documents or direct them to a specific Harold inbox; after receiving them, Harold systematically extracts crucial details such as headers, totals, line items, and references into a structured format, automatically conducting checks and resolving any inconsistencies before exporting the information. Consequently, data can be handed over in various formats such as CSV, Excel, ERP outputs, or through automated Zapier workflows, which enhances Harold's role as an essential asset for upholding data integrity and optimizing efficiency in corporate operations. Furthermore, this streamlined approach not only saves time but also significantly reduces the risk of errors, ultimately contributing to a more productive work environment.

What is Canoe?

Canoe is at the forefront of an innovative AI solution that promises to transform the realm of alternative investments. By leveraging state-of-the-art cloud-based machine learning technologies, Canoe significantly improves the processes involved in document collection, data extraction, and a wide array of data science applications. Within seconds, we are able to turn complex documents into actionable insights, equipping allocators with next-level tools to boost their operational effectiveness. Our system systematically organizes, renames, and securely stores documents in a cloud-based repository designed for safety. We tap into the power of AI and machine learning-driven collective intelligence to accurately identify, extract, and standardize vital data. To uphold data integrity, we rigorously apply accounting, business, and investment rules throughout our processes. Moreover, we ensure that this data is easily deliverable to any downstream system via APIs or compatible flat-file formats. Since our founding in 2013, our committed team of industry experts has been diligently enhancing Canoe’s technology, revolutionizing how alternative investors and allocators access and leverage their data for improved decision-making. This unwavering dedication to innovation not only keeps us ahead of the curve but also plays a crucial role in reshaping investment strategies in a financial landscape that grows more intricate by the day. As we look ahead, our vision remains clear: to continually refine our offerings and empower clients to navigate the complexities of their investment journeys with confidence.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel
Zapier

Integrations Supported

Google Sheets
Microsoft Excel
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25.11 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Harold

Company Location

United Kingdom

Company Website

useharold.com

Company Facts

Organization Name

Canoe Intelligence

Date Founded

2017

Company Location

United States

Company Website

canoeintelligence.com

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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