Run finance and tax ops with the team you have.
Datoro is the document pipeline built for finance and tax: upload statements, define your extraction logic once, and get structured data out — no code required. Your analysts get their afternoons back.
Built for the teams at financial services and private equity firms who are tired of paying CPAs to copy cells out of PDFs and tired of hunting for entity data across five different spreadsheets.
What you get
Here's how the pieces fit together.
Documents
Drop in the PDFs, Excel workbooks, and CSVs your team already gets every month. We handle the rest.
- PDF, Excel, and CSV ingestion out of the box
- Per-document encryption at rest
- Organized by your company structure — multi-entity ready
Extract Plans
Define what data to pull out, once. Reuse it for every statement that lands in the inbox, forever.
- Build once from reusable, mix-and-match extraction steps
- Versioned, so you can iterate without breaking prod
- Columns, formulas, joins, pivots, filters — the usual verbs
Coming soon
We're always improving and adding new functionality. Here's what's next on the roadmap.
Workflows
Decide who reviews what, when it gets approved, and where the data lands when the dust settles.
- Visual, drag-and-drop workflow builder
- Human review baked in, not bolted on
- Push results to your API when everything is signed off
Legal Entity Management
Track the attributes that matter for every entity in your portfolio — jurisdictions, tax IDs, ownership, and the rest.
- Centralized entity attributes in one place
- Organized by your company and fund structure
- Link entities to documents and extraction templates
API Access
Pull your extracted data into the systems you already use. If it has an API, it can talk to Datoro.
- Retrieve extracted data programmatically
- Feed results straight into your downstream systems
- No manual exports, no waiting around
Why finance and tax teams pick us
The table stakes, handled. You focus on the actual work.
Encrypted by default
Every document is AES-256 encrypted per record. Nothing sensitive ever sits in plaintext.
Versioned extract logic
Iterate in dev, promote to prod. Your Monday-morning run never breaks because someone tweaked a formula.
Multi-tenant from day one
Every entity, fund, and portfolio company gets its own workspace. No shared folders, no crossed wires.
Async at scale
Thousands of documents process in the background while you do other work. Come back later to review the results.
You have options
Some teams build extraction and workflow themselves. Others would rather not.
Excel & spreadsheets
Familiar, flexible, and already on every laptop in the building. Great until someone overwrites a formula, forgets to save, or quits and takes the institutional knowledge with them.
- Works until the file gets too big or the logic gets too nested
- Version control is "Final_v3_REAL_final.xlsx"
- One person leaves and the whole process is at risk
Python & scripts
Powerful and infinitely customizable. If you have engineers who can write it, maintain it, and be on call when it breaks at quarter-end, more power to you.
- Requires engineering time to build and maintain
- Dependencies break, APIs change, someone has to fix it
- Great if you have the team — not everyone does
Datoro
Built for the teams that don't have spare engineers or the appetite to maintain homegrown pipelines. Upload, extract, review, done.
- No code to write or maintain
- Versioned extract logic with human review built in
- Your ops team runs it, not your engineering team
Let finance focus on finance. Let tax focus on tax.
Try Datoro free for 14 days.