What types of payment documents can I upload?

We support PDFs, Excel spreadsheets, Word documents, text files, and scanned images (OCR). This includes settlement agreements, adjuster payment logs, claim payment histories, and disbursement reports.

What payment fields does the AI extract?

The standard output table includes: Payment Date, Payment Type (e.g., medical, property, legal), Payee Name, Amount Paid, Deductible Applied, Reserve Amount, and Remaining Exposure. You can also add custom columns.

How does the AI handle multiple payments for the same claim?

AI extracts each individual payment as a separate row, allowing you to see the full payment history. Totals are automatically calculated for amount paid and remaining exposure.

Can I use this for both settled and open claims?

Yes. The tool works for any claim with payment data. For open claims, remaining exposure helps you track outstanding liability.

Is source verification available for every payment entry?

Absolutely. Each cell includes a clickable reference that highlights the exact source sentence or row in the original document—ensuring full traceability for audits and financial controls.

How does this differ from a generic payment extractor?

Generic tools may extract raw numbers but don't understand insurance-specific concepts like deductibles, reserves, or remaining exposure. Our tool is tailored to claim payment terminology and provides automatic exposure calculations, making it directly usable for claims finance and reconciliation. Plus, every piece of data is traceable to the source.

Turn Claim Payment Records into Structured, Source-Verified Summaries

Upload settlement agreements, adjuster payment logs, or claim payment spreadsheets. AI extracts every key payment field—payment date, type, payee, amount, deductible, reserve, and remaining exposure—with one-click traceability to the original source.

AI payment extractionStructured table outputSource-grounded verification

Why AI-powered claim payment extraction transforms claims finance and reconciliation

Source-Grounded Extraction

Every payment field—date, type, payee, amount, deductible, reserve, remaining exposure—is linked to the exact sentence or row in your original document. Click any cell to see the source context—critical for financial audits, reconciliations, and compliance.

Structured Table Ready for Reconciliation

Output is a clean table with columns: Payment Date, Payment Type, Payee, Amount, Deductible, Reserve, and Remaining Exposure. Sort, filter, and sum totals for quick financial review. Export to Excel or CSV for accounting systems.

Automatic Reserve & Exposure Calculations

AI automatically calculates remaining exposure after payments—subtracting paid amounts and deductibles from total reserves. Instantly see outstanding liability per claim.

How to extract payment summaries in 4 steps

1. Upload your payment documents

Upload settlement agreements, adjuster payment reports, payment logs, or claim files (PDF, Excel, Word, scanned images with OCR).

2. AI scans for payment data

Our AI detects each payment transaction—date, type (e.g., medical, property, legal), payee, amount, deductible applied, reserve changes, and remaining exposure—from structured or unstructured text.

3. Review and verify every entry

The generated table displays each payment row with a 'source' button. Click to highlight the original sentence in your document—ensuring every number is traceable for accuracy.

4. Analyze and export

Review totals, verify remaining exposure, and export as Excel, CSV, or PDF for integration with accounting or claims management systems.

Built for accuracy, auditability, and financial control in claims

Extract from diverse payment formats

Handles payment spreadsheets, narrative settlement descriptions, adjuster notes, and multi-page agreements. AI reliably extracts each payment record even from inconsistent layouts.

Source verification at the cell level

Each payment field—from amount to remaining exposure—can be traced back to the original text. Disagree with a number? See the exact words that triggered it.

Interactive highlighting in source document

Click any table cell and instantly jump to the corresponding section in your payment document—perfect for audits, reconciliations, and regulatory reviews.

Human-in-the-loop refinement

AI suggests payments, but you remain in control. Edit amounts, correct payee names, adjust deductibles, or add missing entries before finalizing the summary.

AI Payment Extractor vs Manual Payment Tracking

Manual Tracking

• Hours of reviewing payment documents
• Prone to missed or misentered payments
• No traceability to source
• Manual calculation of remaining exposure

Gentables AI Payment Extractor

✓ Summary generated in minutes
✓ Captures every payment accurately
✓ Source-grounded verification
✓ Automatic exposure calculations

Who benefits from AI-extracted claim payment summaries?

Claims Finance & Reconciliation Teams

• Reconcile payments against reserves quickly

• Ensure accuracy of payment records

• Identify discrepancies and missing entries

Claims Adjusters & Handlers

• Track payment history for each claim

• Monitor remaining exposure for settlement

• Support reserve adequacy reviews

Audit & Compliance Officers

• Verify payment accuracy with source evidence

• Maintain audit trails for regulatory reviews

• Ensure proper deductible application

Turn Claim Payment Records into Structured, Source-Verified Summaries