Document profile directory

Find every document profile and its expected fields.

Use this directory to compare document types before choosing an extraction profile. Each profile describes its intended purpose, recognition clues, expected fields, and source-reading rules. Core fields describe the intended structure; a missing source value remains unresolved rather than being invented.

Automatic matching can identify a suitable profile, selected-profile mode uses your choice, and free discovery explores fields without requiring a catalog profile. Read Document profiles before applying a profile to an ambiguous or mixed source.

A profile is a table extraction structure. It is not a professional interpretation service, a completeness guarantee, or a statement that every source contains all expected fields.

Commerce

• Invoice: Track supplier payment obligations.
• Payment receipt: Record an acknowledged payment.
• Credit note: Track reductions or reversals of invoiced amounts.
• Debit note: Track additional debit adjustments.
• Quotation or estimate: Compare proposed prices before ordering.
• Purchase order: Track buyer authorization to purchase.
• Order confirmation: Track supplier acceptance of an order.
• Request for quotation: Track a buyer's request for supplier prices.
• Expense reimbursement claim: Track reimbursement requests.

Personal finance

• Bank account statement: Compare account period summaries.
• Credit card statement: Track card balances and due payments.
• Payslip: Compare stated pay-period amounts.
• Tax return summary: Index filed or prepared tax returns.
• Loan estimate: Compare proposed borrowing terms.
• Loan closing disclosure: Record stated final loan and closing amounts.

Investment

• Investment pitch deck: Screen a company's stated proposition.
• Investment memorandum: Compare an author's investment assessment.
• Financing term sheet: Compare proposed financing terms.
• Capitalization table summary: Index ownership snapshots without flattening holders.
• SAFE agreement: Track future-equity instrument terms.
• Convertible note: Track convertible debt terms.
• Fund factsheet: Compare stated fund characteristics.
• Securities prospectus or offering memorandum: Index offer scope and disclosures.
• Capital call notice: Track a fund's requested investor contribution.
• Fund distribution notice: Track a fund's stated investor payout.
• Investors’ rights agreement: Identify every investor and compare investor identity, affiliation, contact, signature evidence and specific rights or investment details.

Financial reporting

• Annual report: Compare reported annual business performance.
• Quarterly report: Compare interim reported performance.
• Balance sheet: Compare stated financial positions.
• Income statement: Compare stated period income and costs.
• Cash flow statement: Compare stated cash movements.

Contracts

• Confidentiality agreement: Track confidentiality scope and duration.
• Services agreement: Track service scope and commercial obligations.
• Statement of work: Track agreed deliverables and acceptance.
• License agreement: Track licensed rights and restrictions.
• Data processing agreement: Track stated processing roles and scope.
• Lease or tenancy agreement: Track property use and payment terms.
• Employment agreement: Track stated employment terms.
• Sale and purchase agreement: Track an asset or business sale.
• Settlement agreement: Track stated resolution of a dispute.
• Contract amendment: Track changes to an existing agreement.

Governance and legal

• Company incorporation document: Index entity formation records.
• Board meeting minutes: Track recorded governance decisions.
• Written resolution: Track formally stated decisions.
• Organizational policy: Compare policy scope and responsibilities.
• Court filing or pleading: Index a party's submitted litigation document.
• Court order or judgment: Index a court's stated decision.

Customer voice

• Customer review: Compare expressed product or service experiences.
• Individual survey response: Compare one respondent's stated answers.
• Customer feedback message: Track unsolicited feedback.
• Customer complaint: Track reported problems and desired remedies.
• Support ticket: Track service requests and resolution status.
• Feature request: Compare requested product improvements.
• Customer interview transcript: Compare stated needs and experiences.
• Cancellation or churn feedback: Track stated reasons for leaving.

Logistics

• Bill of lading: Track shipment carriage details.
• Waybill or consignment note: Track transport instructions and parties.
• Packing list: Compare packaged shipment contents.
• Delivery note or despatch advice: Track goods stated as sent or delivered.
• Proof of delivery: Record explicitly acknowledged delivery.
• Certificate of origin: Index stated origin certifications.

People

• CV or resume: Index applicant-stated experience and skills.
• Cover letter: Compare applicant-stated motivation.
• Job description: Compare role scope and stated requirements.
• Employment offer letter: Track proposed employment terms.
• Employee performance review: Index recorded review outcomes.
• Training or qualification certificate: Track stated learning credentials.

Project operations

• Project proposal: Compare proposed scope and outcomes.
• Project status report: Compare reported delivery progress.
• Meeting notes: Track working decisions and actions.
• Incident report: Track a reported operational or safety event.
• Change request: Track proposed changes and decisions.
• Request for proposal or tender: Track solution requirements and response conditions.

Property and insurance

• Property listing: Compare advertised property characteristics.
• Property inspection report: Compare recorded property condition.
• Property valuation report: Index stated professional valuations.
• Insurance policy or declarations: Track stated cover periods and scope.
• Insurance claim submission: Track reported losses and requested payment.
• Explanation of benefits: Track stated processing of a health claim.

Research and health

• Research article or preprint: Compare reported research contributions.
• Study protocol: Compare planned research designs.
• Grant proposal: Compare requested funding and project rationale.
• Grant award notice: Track stated grant decisions.
• Laboratory or diagnostic report summary: Index reported examination outcomes.
• Clinical discharge summary: Index source-stated episode summaries.

Technical quality

• Product or technical datasheet: Compare stated product specifications.
• Safety data sheet: Index source-stated hazard handling information.
• Quality inspection report: Compare recorded inspection outcomes.
• Certificate of analysis: Index certified batch testing summaries.
• Maintenance or service record: Track completed equipment work.
• Operating manual or procedure: Index equipment procedures and precautions.
• Security assessment report: Index source-stated security findings.
• Sustainability report: Compare reported sustainability commitments and metrics.