Everything you need to know
Need a more specific answer? These are the questions fiduciaries ask most often about their daily workflows. Talk to our team.
Lexia processes invoices, statements, forms, receipts and other structured or semi-structured business documents, including PDFs and common image formats.
Yes. Create reusable column templates, choose and reorder the relevant fields, then export the data in XLS, CSV, TXT or ZIP format.
Each workspace supports organization-level roles, multi-factor authentication, and granular rights for uploading, reviewing, exporting and administration.
Lexia flags uncertain values and keeps the original document alongside the extracted data, so the fiduciary can review, correct and validate it quickly.