# flextract.com

> AI-optimized mirror of flextract.com containing 112 pages totalling 32,238 words of clean markdown content, structured data, and semantic HTML. Original source: https://flextract.com. Last updated: 2026-07-18T07:17:47.127Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Flextract](/content/docs/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (69 words)
- [Flextract | Client Data Intelligence for Financial Advisors](/content/site-root.html): Flextract helps financial advisors gather client documents and extract insights fast. Smart checklists, branded portal, AI-powered reports, and Chrome extension., Flextract Highlights (513 words)

## Articles & Blog Posts

- [Get documents for authenticated user (Portal)](/content/docs/reference/api_p_docs_list/index.html): Returns a list of documents available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication.
The response includes:
Documents from folders accessible via folder-links Only active documents (not archived or deleted) Excludes duplicate documents
Filtering options:
file_t… (305 words)
- [Retrieve the extraction data](/content/docs/reference/api_extractions_retrieve/index.html): Retrieve the structured results. Only results for which the document was classified will be returned. (278 words)
- [Retrieve the extraction data](/content/docs/reference/api_extractions_list-1/index.html): Retrieve the structured results. Only results for which the document was classified will be returned. (327 words)
- [Retry extraction document](/content/docs/reference/api_uploads_retry_create/index.html): Retry extraction of a document. This will reprocess the document using specified pipeline. (313 words)
- [Upload a document](/content/docs/reference/api_uploads_create/index.html): Upload a document to the system for processing. (335 words)
- [Get report instances for authenticated user (Portal)](/content/docs/reference/api_p_report_instances_list/index.html): Returns a list of report instances available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication.
The response includes:
Report instances that are shared with all links (share_with_all_links=True) Report instances from folders accessible via folder-links
Filtering op… (270 words)
- [Update person information for authenticated phone number (Portal)](/content/docs/reference/api_p_person_me_partial_update/index.html): Updates or creates person information associated with the authenticated phone number. This endpoint uses Phone OTP Tokens
Fields that can be updated:
preferred_name : Required, non-empty string email_address : Optional, valid email format or null
Response includes all Person fields:
id : The id of t… (155 words)
- [Update a file record name](/content/docs/reference/update_document_name/index.html): Update the name of a file record. Only the name field can be updated. (137 words)
- [Retrieve a documents structured data.](/content/docs/reference/get_document_details/index.html): Retrieve the structured results of a document. (208 words)
- [Create Report Instance](/content/docs/reference/api_v1_reports_instances_create/index.html): Create a report instance with data injection. Always processes asynchronously via Celery.
This endpoint creates a new report instance that will be processed asynchronously. The report instance will have a status of 'ready' initially and will be updated as the processing progresses. (147 words)
- [Get a single report instance by ID (Portal)](/content/docs/reference/api_p_report_instances_retrieve/index.html): Returns a single report instance by its hashid in the portal. This endpoint uses PhoneTokenAuthentication.
The report instance must be:
Shared with all links (share_with_all_links=True) Associated with a folder accessible via folder-links
Response fields:
id : The hashid of the report instance statu… (220 words)
- [Manage Report Access](/content/docs/reference/api_reports_access_create/index.html): Enable or disable a report for the user's organization.
This endpoint manages access to reports for the user's organization. Both owned reports and public reports can be enabled or disabled.
Actions:
enable: Enable the report for the user's organization disable: Disable the report for the user's org… (222 words)
- [Retrieve a list of previously generated exports](/content/docs/reference/api_exports_download_retrieve/index.html): Retrieve a list of previously generated exports. (121 words)
- [List available extraction schemas](/content/docs/reference/api_schemas_list/index.html): Returns a list of extraction schemas available for document processing.
Extraction schemas define the structure and fields that will be extracted from your documents. Each schema is designed for specific document types and use cases.
The response includes information about whether each schema is cur… (106 words)
- [Upload a document](/content/docs/reference/api_docs_create/index.html): Upload a document to the system for processing. (341 words)
- [Archive or unarchive a document](/content/docs/reference/api_docs_archive_partial_update/index.html): Toggle the archive status of a document. (115 words)
- [Retrieve all data for selected extractions.](/content/docs/reference/api_templates_fsra_retrieve/index.html): Retrieve all data for selected extractions. (100 words)
- [Get checklists for authenticated user](/content/docs/reference/api_checklists_list/index.html): Returns a list of checklists available to the authenticated user. Includes both organization-specific and global checklists. (205 words)
- [Retrieve a list of previously generated exports](/content/docs/reference/api_exports_list-1/index.html): Retrieve a list of previously generated exports. (159 words)
- [Retrieve a documents structured data [File Format].](/content/docs/reference/get_document_details_file/index.html): [! Deprecated] Please use the template downloads. Retrieve the structured results of a document as an excel file. (222 words)
- [Upload a document with OTP authentication](/content/docs/reference/api_docs_submit_create/index.html): Upload a document using a one-time password (OTP) for authentication. (97 words)
- [List Reports](/content/docs/reference/api_reports_list/index.html): Returns a list of available reports that the user can access and generate.
Reports provide structured data visualization and analysis capabilities for your documents. Each report contains customizable tiles and templates for presenting extracted information.
Query Parameters:
search: Search reports … (152 words)
- [Retrieve billing statistics](/content/docs/reference/api_billing_stats_list/index.html): Retrieve billing statistics including total units used and remaining units. (88 words)
- [Retrieve user statistics](/content/docs/reference/api_statistics_list-1/index.html): Retrieve statistics about documents, extractions, and exports. For users who belong to an organization, this endpoint shows organization-wide statistics. For users without an organization, it shows only their personal statistics. (116 words)
- [Delete a file record](/content/docs/reference/api_docs_delete_destroy/index.html): Request deletion of a file record and its associated files. The deletion will be performed asynchronously. The file record will be archived. (82 words)
- [Retrieve all data for selected extractions.](/content/docs/reference/api_templates_wip_retrieve/index.html): Retrieve all data for selected extractions. (100 words)
- [Retrieve all data for selected extractions.](/content/docs/reference/api_templates_cre_loan_retrieve/index.html): Retrieve all data for selected extractions. (100 words)
- [Retrieve all data for selected extractions.](/content/docs/reference/api_templates_generic_retrieve/index.html): Retrieve all data for selected extractions. (97 words)
- [Generate HTML document viewer](/content/docs/reference/api_docs_html_retrieve/index.html): Returns an HTML page that represents the document using rag-document-viewer library. This creates a high-fidelity HTML representation that can be embedded in an iframe. (48 words)
- [Retrieve a document image.](/content/docs/reference/api_docs_viewer_retrieve/index.html): Returns a file (JPEG) based on the provided parameters. (44 words)
- [Authentication](/content/docs/reference/auth-1/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (41 words)
- [Extraction Results](/content/docs/reference/extraction-results/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (41 words)
- [Get checklist items for authenticated user (Portal)](/content/docs/reference/api_p_checklist_items_list/index.html): Returns a list of checklist items available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication.
The response includes:
Checklist items from the user's organization Global checklist items (not associated with any organization)
Filtering options:
label : Filter by the… (283 words)
- [Update checklist item link](/content/docs/reference/api_checklist_item_links_partial_update/index.html): Partially update a checklist item link (e.g. toggle is_enabled). (249 words)
- [Get checklist items for authenticated user (App)](/content/docs/reference/api_checklist_items_list/index.html): Returns a list of checklist items available to the authenticated user in the app. This endpoint requires JWT authentication.
The response includes:
Checklist items from the user's organization Global checklist items (not associated with any organization)
Filtering options:
label : Filter by the chec… (288 words)
- [Get current user profile](/content/docs/reference/api_v1_users_me_retrieve/index.html): Retrieve the current authenticated user's profile including billing preferences. (152 words)
- [Update current user profile](/content/docs/reference/api_v1_users_me_partial_update/index.html): Update the current authenticated user's profile. Supports updating first_name, last_name, and receives_hourly_email. (211 words)
- [Create a file link](/content/docs/reference/api_file_links_create/index.html): Create a file record with an associated phone number. If the phone number exists for the organization, it will be reused; if not, a new one will be created. (241 words)
- [Merge folders](/content/docs/reference/api_folders_merge_to_create/index.html): Merge one folder into another by moving all files from the source folder to the destination folder.
This operation:
Moves all files from the source folder to the destination folder Re-runs checklist matching for all moved files Runs flow hydrations for all moved files Archives (deletes) the source f… (170 words)
- [Get checklist items for authenticated user (Portal)](/content/docs/reference/api_portal_checklist_items_list/index.html): Returns a list of checklist items available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication.
The response includes:
Checklist items from the user's organization Global checklist items (not associated with any organization)
Filtering options:
label : Filter by the… (236 words)
- [Get a single checklist item by ID (Portal)](/content/docs/reference/api_p_checklist_items_retrieve/index.html): Returns a single checklist item by its hashid in the portal. This endpoint uses PhoneTokenAuthentication.
The checklist item must be either:
Associated with the user's organization, or A global checklist item (not associated with any organization)
Response fields:
id : The hashid of the checklist it… (209 words)
- [Get Report Instance JSON Data](/content/docs/reference/api_v1_report_instances_json_retrieve/index.html): Get JSON data for a report instance.
If the report instance is completed, returns the same JSON object that is injected into the HTML report, with properly mapped keys for each tile. The data is retrieved from the data-model-schema-instances associated with the report instance.
If the report instanc… (162 words)
- [Get a single checklist item by ID (Portal)](/content/docs/reference/api_portal_checklist_items_retrieve/index.html): Returns a single checklist item by its hashid in the portal. This endpoint uses PhoneTokenAuthentication.
The checklist item must be either:
Associated with the user's organization, or A global checklist item (not associated with any organization)
Response fields:
id : The hashid of the checklist it… (140 words)
- [Retrieve billing information about your user or organization.](/content/docs/reference/api_billing_retrieve-1/index.html): Retrieve information about billable events for the user or organization. If the authenticated user is associated with an organization, the organization's name will be included in the response and billing events will be aggregated across all users in the organization.
Query Parameters:
show_zero_unit… (146 words)
- [Create checklist item link](/content/docs/reference/api_checklist_item_links_create/index.html): Create a new checklist item link between a checklist item and a folder. (173 words)
- [Transform data using LLM](/content/docs/reference/api_v1_transform_create/index.html): Transform data using an LLM based on the specified data model schema.
Provide a prompt, data to transform, and the LLM to use. Optionally include file record ids for additional context. Returns the transformed data in the format defined by the schema. (151 words)
- [Get person information for authenticated phone number (Portal)](/content/docs/reference/api_p_person_me_retrieve/index.html): Retrieves person information associated with the authenticated phone number. This endpoint uses Phone OTP Tokens
Response includes all Person fields:
id : The id of the person record preferred_name : The preferred name email_address : The email address (can be null) phone_number : The phone number a… (114 words)
- [Get API Version Information](/content/docs/reference/api_versions_retrieve/index.html): Get the current API version and the allowed versions. (71 words)
- [Delete checklist item link](/content/docs/reference/api_checklist_item_links_destroy/index.html): Delete a specific checklist item link by ID. (58 words)
- [Soft Delete Report Instance](/content/docs/reference/api_v1_report_instances_destroy/index.html): Soft-delete a report instance by setting its deleted_at timestamp.
This operation marks the report instance as deleted without actually removing it from the database. Soft-deleted report instances are excluded from list views by default but can be included using the include_deleted query parameter. (47 words)
- [Exports](/content/docs/reference/exports/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (41 words)
- [Reporting Setup - API Workflow Guide](/content/docs/docs/reporting-setup-api-workflow-guide/index.html): This supports everything to setup client links and folders, all the way to report generation. (1,218 words)
- [docs/reference/checklist-items/index.html](/content/docs/reference/checklist-items/index.html) (190 words)
- [List Report Instances](/content/docs/reference/api_v1_report_instances_list/index.html): Returns a list of report instances that the user can access.
Report instances represent specific generations of reports with data from selected documents. Each instance has a status indicating its processing state.
Query Parameters:
status: Filter by status (ready, processing, completed, failed) rep… (357 words)
- [List dynamic checklist generators](/content/docs/reference/api_v1_dynamic_checklist_generators_list/index.html): Returns a list of dynamic checklist generators available to the authenticated user's organization. Only generators that have been linked to the organization are returned. (146 words)
- [docs/reference/api-versions/index.html](/content/docs/reference/api-versions/index.html) (70 words)
- [List observation instances](/content/docs/reference/api_v1_observation_instances_list/index.html): List observation instances filtered by folder.
Returns paginated list of observation instances for the specified folder. Only observation instances accessible to the authenticated user are returned. By default, superseded instances are excluded from the results. (189 words)
- [Verify OTP code](/content/docs/reference/api_verify_otp_create/index.html): Verify OTP code and create authentication token. (174 words)
- [Create dynamic checklist items](/content/docs/reference/api_v1_dynamic_checklist_items_create/index.html): Creates dynamic checklist items for a folder using the specified generator. This endpoint uses an LLM to generate checklist items based on the generator's configuration and the folder context.
Request fields:
folder_id : The hashid of the folder to generate items for checklist_option_id : The hashid… (147 words)
- [Get Report Instance](/content/docs/reference/api_v1_report_instances_retrieve/index.html): Retrieve a specific report instance by ID.
Returns detailed information about a single report instance including its status, associated report, and content if available. (237 words)
- [Acknowledge observation instance](/content/docs/reference/api_v1_observation_instances_acknowledge_partial_update.html): Acknowledge an observation instance by setting the acknowledged_by field to the current user.
This action marks the observation instance as reviewed and acknowledged by the authenticated user. (181 words)
- [docs/reference/authentication-1/index.html](/content/docs/reference/authentication-1/index.html) (85 words)
- [docs/reference/billing/index.html](/content/docs/reference/billing/index.html) (164 words)
- [Start phone verification](/content/docs/reference/api_verify_start_create/index.html): Start phone number verification process by sending OTP code. (192 words)
- [PreciseFP Integration Deep Dive](/content/docs/docs/precisefp-deep-dive/index.html): Document data to PreciseFP seamlessly via Flextract (916 words)
- [Wealthbox Integration Deep Dive](/content/docs/docs/wealthbox-integration-deep-dive/index.html): Flextract's Wealthbox integration transforms document processing into seamless CRM contact management and client relationship building. Extract comprehensive client data from any document and automatically update detailed contact profiles in your Wealthbox CRM.
Overview
The Wealthbox integration is … (1,005 words)
- [Obtain JWT token](/content/docs/reference/api_token_create/index.html): Obtain JWT token pair (access and refresh tokens) using username and password. (78 words)
- [Refresh JWT token](/content/docs/reference/api_token_refresh_create/index.html): Obtain new access token using refresh token. (66 words)
- [Person](/content/docs/reference/person/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (39 words)
- [Personal Tax Return Summary](/content/docs/docs/personal-tax-return-summary/index.html): This data model extracts key summary information from a completed US Personal Income Tax Return (Form 1040 series) and any associated state returns included in the document set. It captures essential details like the tax year, filer information (names, SSNs, filing status), dependents, a breakdown o… (704 words)
- [Trust Agreement](/content/docs/docs/trust-agreement/index.html): This data model captures key information from Trust Agreement documents, including both revocable and irrevocable living trusts and their amendments. It extracts essential details like the type of trust, significant dates (execution), the governing jurisdiction, and the formal name of the trust. It … (657 words)
- [Dropbox Integration Deep Dive](/content/docs/docs/dropbox-integration-deep-dive/index.html): Flextract's Dropbox integration provides automated document upload and organization to your Dropbox account. Transform your document processing workflow by automatically storing processed documents in organized folder structures within your Dropbox storage.
Overview
The Dropbox integration is perfec… (483 words)
- [Loan Account Summary](/content/docs/docs/loan-account-summary/index.html): This data model captures the essential details found on a loan account statement. It includes information about the lender, the statement period, and the currency used. It details the loan's ownership structure and lists the account holders. Key financial information such as the starting and ending … (467 words)
- [Account Transactions](/content/docs/docs/account-transactions/index.html): This data model extracts individual transaction details typically found on bank or credit card statements. It captures key information for each transaction, including the date it occurred, the description provided on the statement, the monetary amount (standardized so that money coming in is positiv… (313 words)
- [Flextract Integrations](/content/docs/docs/integrations/index.html): Move data seamlessly (521 words)
- [Getting Started](/content/docs/reference/intro/getting-started/index.html): Set up the welcome page for your API to help users make their first call. (43 words)
- [Authentication](/content/docs/reference/authentication/index.html): Set up the welcome page for your API to help users make their first call. (24 words)
- [Google Drive Integration Deep Dive](/content/docs/docs/google-drive-integration-deep-dive/index.html): Flextract's Google Drive integration brings seamless document organization and collaboration to your Google Workspace environment. Transform document processing into an organized, accessible, and collaborative workflow that leverages the Google's productivity suite.
Overview
The Google Drive integra… (338 words)
- [api-docs](/content/docs/reference/api-docs-1/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (41 words)
- [Credit Line Account Summary](/content/docs/docs/credit-line-account-summary/index.html): This data model captures the essential summary information from credit line account statements, like those for credit cards or Home Equity Lines of Credit (HELOCs). It extracts key details such as the lending institution, account holder names, statement period dates, balances at the start and end of… (407 words)
- [Last Will and Testament](/content/docs/docs/last-will-and-testament/index.html): This data model captures the essential information found within a Last Will and Testament document. It identifies the person creating the will (testator), the person appointed to manage the estate (executor), and those who will inherit (beneficiaries), including details of what they receive. The mod… (449 words)
- [Extractions](/content/docs/docs/extractions/index.html): Extractions (Granular Data)
Extractions involve the process of converting the unstructured data from the uploaded documents into a granular, usable format. This step is crucial for isolating specific pieces of data, such as individual fields, text segments, or tabular data, from the comprehensive co… (199 words)
- [Bank Account Summary](/content/docs/docs/bank-account-summary/index.html): This data model extracts key summary information from a bank account statement. It captures essential details such as the name of the financial institution, the statement period (start and end dates), the account currency, and the account ownership structure. It also lists the names and types of acc… (234 words)
- [API Versioning](/content/docs/docs/api-versioning/index.html): API Versioning Documentation
Welcome to the API versioning guide. This document provides instructions on how to specify and manage API versions in your requests to ensure compatibility and access to the correct API features.
We strive for backwards compatibility and will always look to minimize the … (240 words)
- [Document Snapshot](/content/docs/docs/document-snapshot/index.html): This data model provides a concise overview of any given document. It extracts key pieces of information like a brief summary, important individuals mentioned, relevant organizations or companies, and significant dates referenced within the text. This allows users to quickly grasp the main points and entities involved in a document without reading it in its entirety (103 words)
- [Exports](/content/docs/docs/exports-1/index.html): Exports (Merged and Organized Data)
Exports represent the final stage in the data processing pipeline, where the granular data extracted from the documents is merged and organized into structured, coherent datasets. At this stage, the isolated pieces of data are combined according to predefined sche… (84 words)
- [Update a schema](/content/docs/reference/api_schemas_update/index.html): Updates a schema's properties. Currently supports activating/deactivating the schema for the user's organization. (273 words)
- [Investment Account Summary](/content/docs/docs/investment-account-summary/index.html): This data model captures essential summary information from investment account statements. It includes details such as the financial institution holding the account, the statement period dates, account currency, and ownership details like the type of ownership and the names of account holders. Key f… (637 words)
- [Page Not Found | Flextract](/content/status/index.html): The page you're looking for doesn't exist. (85 words)
- [Get organization assets](/content/docs/reference/index.html): Get organization assets by subdomain. No authentication required. (459 words)
- [Recipes](/content/docs/recipes/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (438 words)
- [Identity Document](/content/docs/docs/identity-document/index.html): This data model extracts key information from various government-issued identity documents like driver's licenses, passports, state ID cards, and residency permits. It identifies essential details about the document holder, such as their name, date of birth, and address, as well as crucial document … (396 words)
- [Getting Started with Flextract](/content/docs/docs/getting-started/index.html): This page will help you get started with Flextract. You'll be up and running in a jiffy! (352 words)
- [Authentication Overview](/content/docs/docs/overview/index.html): API Authentication Documentation
Welcome to the API authentication guide. This document provides instructions on how to authenticate your API requests to ensure secure access to the system.
Get developer keys at the Developer Dashboard
Authentication Methods
Our API supports three primary methods of… (350 words)
- [docs/docs/index-2.html](/content/docs/docs/index-2.html) (352 words)
- [Welcome to Flextract](/content/docs/changelog/welcome-to-entrydock/index.html): Welcome to the developer hub and documentation for Flextract. (9 words)
- [Uploads](/content/docs/docs/uploads-1/index.html): Documents/Uploads (Raw Original Documents)
Documents/Uploads refer to the initial step of the data pipeline where raw data is introduced into the system. Typically, these uploads are in PDF format, containing a variety of information such as text, images, and tables. The PDF documents can originate … (88 words)
- [Entrydock domain](/content/docs/changelog/entrydock-domain/index.html): We are deprecating the entrydock.ai domain in favor of flextract.ai. If you were using the entrydock.ai urls, you were notified via email (and slack if applicable) and we are no longer seeing requests.

Production Services:
https://app.flextract.ai [Production App] https://api.flextract.ai [Producti… (53 words)
- [Trust Center Launch](/content/docs/changelog/trust-center-launch/index.html): We are excited to launch our new trust center to keep everyone informed of our security stance and provide increase visibility into our security posture. You will see this linked on our flextract.com docs.flextract.com and in other locations.
You can find our trust center here:
https://trust.flextra… (47 words)
- [Changelog](/content/docs/changelog/index.html): Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. (118 words)
- [Privacy Policy | Flextract](/content/privacy/index.html): Privacy Policy for Flextract (3,889 words)
- [Terms of Use | Flextract](/content/terms/index.html): Terms of Use for Flextract (2,747 words)
- [Pricing | Flextract](/content/pricing/index.html): Simple pricing for Flextract. No per-seat fees, unlimited team members. Pay only for the clients/households you serve. (593 words)
- [Security | Flextract](/content/security/index.html): Enterprise security for every firm. Your clients trust you with their most sensitive information. We take that responsibility seriously. (533 words)
- [Interactive Reports | Flextract](/content/reports/index.html): 10 specialized reports that synthesize data from all uploaded documents. Click Deep Dive to ask follow-up questions. Export to PDF., Interactive Reports (192 words)
- [Client Portal | Flextract](/content/client-portal/index.html): Branded portal with passwordless login and clear instructions. Clients know exactly what to send and can upload from any device., Fully white-labeled client portal streamlines document collection (176 words)
- [Chrome Extension | Flextract](/content/chrome-extension/index.html): The Flextract Chrome Extension brings client data into any web-based tool—eMoney, MoneyGuidePro, Salesforce, Wealthbox. No expensive API integrations required., Chrome Extension
 (197 words)
- [Smart Checklists | Flextract](/content/smart-checklists/index.html): Stop sending generic document lists. Smart Checklists analyze what you already have and tell you exactly what's missing—personalized to each client., Smart Checklist (166 words)
- [Support | Flextract](/content/support/index.html): Contact Flextract support by email at support@flextract.com. (90 words)

## About Pages

- [About | Flextract](/content/about/index.html): Meet the team behind Flextract. 25+ years of combined experience building wealth management and fintech products. (221 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/robots.txt): Crawler directives