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Automate complex data extraction from invoices, bank statements, and tax forms with custom AI workflows.

Combine AI models, custom code, and human review to achieve near-perfect accuracy on any financial document.

Best forCustom workflows for non-standard financial documents
DifferentiatorCombines AI models, custom code, and human-in-the-loop review.
ProofThe platform is built around creating high-accuracy workflows with human verification steps.
Try Sieve
Free Plan Pro from$499/mo
8.4 Zekai
Custom AI Document Workflows
AI for Accounting, Bookkeeping & Tax
Ease of Use
7.0
Accuracy
9.5
Value
8.0
Time Saving
9.2
Custom WorkflowsAPI AccessHuman-in-the-LoopAI Model ChainingFinancial Document OCR
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Zekai Verdict

What is it?
Sieve is a platform for accounting professionals to build custom data extraction workflows.
Best for
Building custom, high-accuracy data extraction pipelines for unique or complex financial documents that standard tools…
Not ideal for
Requires technical expertise (API/scripting) to fully utilize
Price
Free plan · paid from $499/mo
Zekai Score
8.4/10
Hand-scored by Zekai

Top AI for Accounting, Bookkeeping & Tax picks

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⚡ Quick answer

For accounting and tax professionals dealing with non-standard documents, Sieve is a top choice. It allows you to build custom AI workflows that combine OCR, large language models like GPT-4, and crucial human-in-the-loop review to achieve near-perfect data extraction accuracy from any invoice, bank statement, or financial report, a level of control that simpler tools lack.

CategoryAI Document Processing
Best ForCustom workflows for non-standard financial documents
Price From$0
FreeFree Tier Available
DifferentiatorCombines AI models, custom code, and human-in-the-loop review.
ProofThe platform is built around creating high-accuracy workflows with human verification steps.
Rating4.2/5
📖 About Sieve

Sieve is a platform for accounting professionals to build custom data extraction workflows. It processes unstructured documents like invoices, receipts, and financial statements by chaining together AI models, validation rules, and human-in-the-loop review for maximum accuracy.

How It Works

Your workflow, automated

1
Define Your Workflow
Chain together AI models (like OCR or GPT-4), custom Python functions for validation, and human review steps in the Sieve builder.
2
Send Documents via API
Programmatically send your PDF invoices, bank statements, or other documents to your custom workflow endpoint.
3
Receive Structured Data
Get back clean, validated JSON data, with any exceptions flagged for manual review by your team.
Ready to automate your workflow with Sieve?
Try Sieve →
Real Impact

Before & After

❌ Before

Manually keying in data from thousands of non-standard invoices and bank statements.

Weeks of manual data entry per quarter
✅ After

Automated, accurate data extraction pipelines that handle any document format.

Hours of automated processing & review
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Extract financial data from filings

Extract key financial metrics like Total Revenue, Net Income, and Fiscal Quarter from the provided document. Ensure all extracted data is presented in a structured format, ready for analysis.

Scrape product inventory and supplier details

Scrape the product page at [URL] and extract the product name, price, current inventory count, supplier name, and last updated timestamp. Focus on data available via API if visible.

Extract historical time-series data

Extract historical time-series data from the specified [publication type] or [document source]. Normalize the data into a usable format, ensuring accuracy for investment-grade datasets.

Social Proof

Trusted by professionals

Ease of Use
7.0
Accuracy
9.5
Value
8.0
Time Saving
9.2

"The ability to write our own Python validation scripts within the workflow is a game-changer. We've automated extraction for our most complex clients, something off-the-shelf tools couldn't touch."

David F., CPA · June 2026

"Sieve has been transformative for our AP department. The combination of AI and the human review queue means we process invoices faster without sacrificing accuracy."

Maria S., AP Manager · May 2026

"It's incredibly powerful, but the learning curve is real. You need someone on the team comfortable with APIs to get it running. Not a plug-and-play solution, but worth it if you have the skills."

John T., Small Firm Owner · June 2026

"We set up a workflow for bank statement reconciliation across 15 different banks. It's saved us literally days of work each month. The free tier was perfect for proving the concept."

Sarah L., Bookkeeper · April 2026
Connects With

Works with your existing stack

REST API Python SDK JavaScript SDK
Setup complexity: Advanced
Sieve is a platform for accounting professionals to build custom data extraction workflows. It processes unstructured documents like invoices, receipts, and financial statements by chaining together AI models, validation rules, and human-in-the-loop review for maximum accuracy.
Comparison

How it compares

Sieve vs. Nanonets: Nanonets offers a more user-friendly, no-code interface for training AI models on specific document types like invoices, making it faster to get started for standard use cases. Choose Nanonets if you need a quick solution for common documents with minimal technical input. Choose Sieve when you face highly variable or complex documents and need granular control. Sieve's ability to chain AI models with custom code and human review steps allows you to build more robust, higher-accuracy workflows that simpler tools can't handle, provided you have the technical resources to build them.

You need a simple, no-code tool for standard invoices only.
Your team has no access to development or scripting resources.
You require a fully managed service, not a platform to build on.
The decision

Is it worth it?

Return on investment
By automating the processing of 10,000 documents per month, a firm using the $499/mo Pro plan can reallocate hundreds of hours of manual data entry to higher-value advisory work.
Built for
Accounting firms, tax practices, and corporate finance departments needing to automate high-volume, non-standard document processing.
Effort to adopt
Advanced
Compliance
The Enterprise plan is designed for compliance, offering SOC 2 Type II reports. Verify GDPR/CCPA posture directly with the vendor for specific needs.
Who It's For

Why Accounting, Bookkeeping & Tax choose this tool

🎯
Built for
Building custom, high-accuracy data extraction pipelines for unique or complex financial documents that standard tools can't handle.
In-Depth Overview
For accounting and tax professionals, standard data extraction tools often fail when faced with non-standard invoice layouts, complex bank statements, or unique client documents. Sieve solves this by providing a flexible workflow builder, not just a single model. You can chain together best-in-class AI models (like OCR, LayoutLM, or GPT-4) to perform initial extraction, then run the output through your own custom Python or Javascript functions to validate, format, and enrich the data. The most critical feature for financial accuracy is Sieve's native support for 'human-in-the-loop' review. Workflows can automatically flag exceptions or low-confidence extractions and route them to a team member for verification. This hybrid approach allows firms to automate 95% of document processing while ensuring 100% accuracy on the final data. It’s the ideal solution for building a reliable, scalable, and custom-fit data processing engine for accounts payable, client bookkeeping, or tax preparation.

Key Use Cases

🧾
Automate Accounts Payable Invoice Processing
Accounting Manager
Build a workflow that extracts line items, PO numbers, and totals from any vendor invoice format, flagging exceptions for human review.
90% reduction in manual data entry
💼
Digitize Shoebox Clients' Receipts
Tax Preparer
Create a process to OCR and categorize a high volume of mixed-quality receipts for expense tracking and tax filing.
Cut client document prep time by 75%
📊
Standardize Bank Statement Data
Financial Analyst
Design a workflow to extract and normalize transaction data from multiple banks' PDF statements into a single CSV format for analysis.
From days of manual work to minutes
✓ Pros
Highly customizable for non-standard document formats
Combines AI with human review for superior accuracy
Processes a wide range of financial documents, from invoices to contracts
Supports custom validation logic with Python/JS
Offers a free tier for initial testing and small projects
· Cons
Requires technical expertise (API/scripting) to fully utilize
More complex setup than off-the-shelf extraction tools
Pro plan pricing may be high for smaller practices without development resources
⚡ Editorial Verdict

Sieve offers unparalleled flexibility for creating bespoke document processing workflows, which is ideal for firms with diverse and complex client documents. However, this power comes with a steeper learning curve, requiring some technical comfort with APIs and scripting to unlock its full potential.

Questions & Answers

Frequently asked questions

Can Sieve handle handwritten notes on receipts or invoices?

+
Sieve's effectiveness on handwriting depends on the OCR model used in the workflow. While modern AI models have improved, accuracy for varied handwriting is not guaranteed. It's best used for printed text, with handwritten portions flagged for human review.

Do I need to be a programmer to use Sieve?

+
To get the most out of Sieve, some technical knowledge is required, particularly for writing custom validation functions (in Python/JS) and integrating with its API. While you can build simple workflows in the UI, its true power is for technically-inclined teams.

What happens when an extraction fails or has low confidence?

+
You can configure your workflow to automatically route low-confidence extractions or errors to a human review queue. This 'human-in-the-loop' feature is core to Sieve, ensuring you can achieve high accuracy.

What is the best AI for extracting data from complex PDF invoices?

+
Sieve is a leading choice for complex PDFs because it's not a single tool but a platform to build custom extraction workflows. You can combine different AI models and add your own validation logic and human review steps to handle any invoice layout, no matter how unusual.

How can I automate bank statement processing with AI?

+
Sieve allows you to build a dedicated workflow for bank statements. You can use its AI models to extract transactions, dates, and balances from various bank PDF formats, then use custom code to normalize the data into a standard format for your accounting software.

Is Sieve a good alternative to manual data entry for bookkeeping?

+
Yes, Sieve is an excellent alternative for high-volume bookkeeping. By building custom workflows for recurring documents like invoices and statements, you can automate the majority of data entry, freeing up your team to focus on review and higher-value tasks.

Last reviewed:

Plans & Pricing

Start today

Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 93 AI for Accounting, Bookkeeping & Tax tools →
Free guide

Take it with you

Getting Started in 3 Steps:
  • **What is Sieve?** Understanding the workflow-based approach.
  • **Who is it for?** Accountants & developers automating complex document data entry.
  • **Core Features:** AI Models, Custom Functions, Human-in-the-Loop Review.
  • **Use Case: Automating AP Invoices:** How to combine OCR with validation rules.
  • **Use Case: Bank Statement Reconciliation:** Extracting and normalizing transaction data.
+4 more steps inside the guide
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AI Directory

About Sieve

Full Description

Sieve is a platform for accounting professionals to build custom data extraction workflows. It processes unstructured documents like invoices, receipts, and financial statements by chaining together AI models, validation rules, and human-in-the-loop review for maximum accuracy.

Editorial Verdict

Sieve offers unparalleled flexibility for creating bespoke document processing workflows, which is ideal for firms with diverse and complex client documents. However, this power comes with a steeper learning curve, requiring some technical comfort with APIs and scripting to unlock its full potential.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Sieve unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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