Document & process intelligence tools used by Finance companies
Each line links its public proof and the date usedby last checked it.
82
Finance companies use Document & process intelligence tools
The most used: Ocrolus (33), Hyperscience (9), and LlamaIndex (8).Data as of Oct 25, 2026
Ranking
Tools ranked by the Finance companies that use them. Ties go to the stronger proof.
Largest and best-proven users
Two labelled views of the same companies. Neither is a score.
Who uses each tool
Strongest proof first. A job post is a signal, the weakest proof.
1
Ocrolus33 companies · Checked Oct 25, 20263318 confirmed 15 observed
American Federal MortgageChecked Oct 25, 2026
Banclease AcceptanceChecked Oct 25, 2026
Beacon FundingChecked Oct 25, 2026
Eagle Community Credit UnionChecked Oct 25, 2026
Expansion Capital GroupChecked Oct 25, 2026
Fora FinancialChecked Oct 25, 2026
GenWay Home MortgageChecked Oct 25, 2026
Haventree BankChecked Oct 25, 2026
JMAC LendingChecked Oct 25, 2026
KapitusChecked Oct 25, 2026
Show 23 more companies
Key Mortgage ServicesChecked Oct 25, 2026
Legacy Mutual MortgageChecked Oct 25, 2026
Marine Credit UnionChecked Oct 25, 2026
Payro FinanceChecked Oct 25, 2026
Providence Capital FundingChecked Oct 25, 2026
TAB BankChecked Oct 25, 2026
Volo LoansChecked Oct 18, 2026
ArgyleChecked Oct 25, 2026
PayPalChecked Oct 25, 2026
SquareChecked Oct 25, 2026
BrexChecked Oct 25, 2026
PlaidChecked Oct 25, 2026
SoFiChecked Oct 25, 2026
BluevineChecked Oct 25, 2026
CrossCountry MortgageChecked Oct 7, 2026
EnovaChecked Oct 25, 2026
Happen BankChecked Oct 25, 2026
ICE Mortgage TechnologyChecked Oct 25, 2026
LendioChecked Oct 25, 2026
Nations Direct MortgageChecked Oct 25, 2026
Reliant FundingChecked Oct 25, 2026
UnionHomeChecked Oct 25, 2026BetterChecked Oct 25, 2026
2
Hyperscience9 companies · Checked Oct 21, 202690 confirmed 9 observed
MetLifeChecked Oct 21, 2026
Mutual of OmahaChecked Oct 21, 2026
American ExpressChecked Oct 21, 2026
Canada LifeChecked Oct 21, 2026
Charles SchwabChecked Oct 21, 2026
CI FinancialChecked Oct 21, 2026
Cornèr BancaChecked Oct 21, 2026
Foresters FinancialChecked Oct 21, 2026
Voya FinancialChecked Oct 21, 2026
3
LlamaIndex8 companies · Checked Oct 24, 202683 confirmed 5 observed4
Upstage8 companies · Checked Oct 22, 202683 confirmed 5 observed
AmwinsChecked Oct 22, 2026
Hanwha LifeChecked Oct 22, 2026
Tricura Insurance GroupChecked Oct 22, 2026
AIAChecked Oct 22, 2026
Hyundai Marine & Fire InsuranceChecked Oct 22, 2026
Samsung Fire & Marine InsuranceChecked Oct 22, 2026
Samsung SecuritiesChecked Oct 22, 2026- Shinhan SecuritiesChecked Oct 22, 2026
5
Instabase5 companies · Checked Oct 23, 202650 confirmed 5 observed
AxaChecked Oct 23, 2026
İşbankChecked Oct 23, 2026
NatWestChecked Oct 23, 2026
Rocket MortgageChecked Oct 23, 2026
VR Smart FinanzChecked Oct 23, 2026
7
Celonis4 companies · Checked Oct 24, 202644 confirmed 0 observed
Deutsche BankChecked Oct 24, 2026
Standard BankChecked Oct 24, 2026
Wells FargoChecked Oct 19, 2026
ErgoChecked Oct 19, 2026
8
Unstructured4 companies · Checked Oct 6, 202640 confirmed 4 observed
JPMorgan ChaseChecked Oct 6, 2026
Bank of AmericaChecked Oct 6, 2026
CitiChecked Oct 6, 2026
HumanaChecked Oct 6, 2026
9
Rossum3 companies · Checked Oct 24, 202633 confirmed 0 observed
AdyenChecked Oct 24, 2026
EurowagChecked Oct 24, 2026
Master TrustChecked Oct 24, 2026
10
Within3 companies · Checked Oct 21, 202631 confirmed 2 observed
MPE PartnersChecked Oct 21, 2026
IntuitChecked Oct 21, 2026
StripeChecked Oct 21, 2026
How usedby counts
A company counts once per tool, at its strongest proof: confirmed (a case study, a named testimonial, a press release or the company's own account), declared (the company told usedby), observed (a vendor logo wall or customers page) or signal (a job post). Counts cover the companies on usedby, never the whole market.
No software vendor had to be left out.
Data as of October 25, 2026.
Questions
Which Document & process intelligence tools do Finance companies use most?
Ocrolus leads: 33 of the 82 Finance companies on usedby that use Document & process intelligence tools use it. Next: Hyperscience (9), LlamaIndex (8), Upstage (8), and Instabase (5). See Ocrolus.
How many Finance companies use Document & process intelligence tools?
82 Finance companies on usedby use at least one of 10 Document & process intelligence tools. It counts the companies usedby tracks.
What proof backs these lines?
Of the 82 companies, each counted at its strongest proof: 32 confirmed, 0 declared, 50 observed and 0 known from a job post.
How does usedby build this ranking?
usedby counts each Finance company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.













