Documents

Finch’s Documents product reads structured data out of employee documents stored in an employer’s HR or payroll system. Finch parses each document with ML-based extraction and returns standardized, classified fields — across multiple document formats — so you don’t have to collect the data manually.

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What you can do

• List available documents — see which documents exist for an individual employee or the whole company, filtered by document type.
• Read parsed W-4 data — retrieve filing status, dependent withholding, and additional withholding details without asking employees to re-enter them.

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Documents endpoints

Documents is asynchronous: queue a job with POST /jobs/automated before reading, so Finch syncs the latest documents from the provider.

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Permissions

Employers grant access to Documents alongside your other product scopes when they confirm permissions in Finch Connect. To add Documents to an existing connection, send the employer through re-authentication to approve the additional scope.

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Common use cases

• Retirement and 401(k) — enrich participant records with automatically collected W-4 data.
• Benefits quoting — speed up quoting with filing status and dependent information straight from the W-4.
• Financial planning and analysis — summarize additional withholdings and exemptions across the workforce.

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Next steps

Questions about whether Documents fits your use case? Contact developers@tryfinch.com or talk to our team.