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Portfolio Tracking
Analysis
Transactions
search
upload
export
edit workflow
Document
Ticker
Company
Investment (ref)
Shares Owned (ref)
Date Extracted
01
Q4_Income_Statement_AAPL
$AAPL
Apple, Inc.
$94.32M
409,635
2024-10-15
02
Q4_Income_Statement_MSFT
$MSFT
Microsoft, Inc.
$211.9M
511,011
2024-12-05
03
Q4_Income_Statement_AMZN
$AMZN
Amazon, Inc.
$185.6M
1,072,014
2024-07-30
04
Q4_Income_Statement_TSLA
$TSLA
Tesla, Inc.
$28.18M
128,423
2024-03-31
05
Q4_Income_Statement_GOOG
$GOOG
Alphabet, Inc.
$76.69M
466,990
2024-02-28
06
Q4_Income_Statement_META
$META
Meta, Inc.
$116.61M
225,710
2024-02-28
07
Q4_Income_Statement_NVDA
$NVDA
Nvidia, Inc.
$18.12M
168,986
2024-01-20
08
Vendor Management
Vendor Documents
Transactions
search
upload
export
edit workflow
Document
Vendor
Transaction ID
Total Cost
Status (ref)
Date of Approval
01
PO_2024_0021
Office Depot
PTP-001-24
$50,750
Approved
2024-10-20
02
PO_2024_0032
MongoDB
PTP-023-24
$2,794
Paid
2024-12-05
03
PO_2024_0018
Cisco Systems
PTP-007-24
$72,450
Pending Approval
2024-07-30
04
PO_2024_0012
B & B, Inc.
PTP-007-26
$12,435
Approved
2024-03-31
05
PO_2024_0011
Amazon Web Services
PTP-045-24
$110,000
Pending Approval
2024-02-28
06
PO_2024_0008
Facebook Ads
PTP-089-24
$112,400
Approved
2024-02-28
07
PO_2024_0007
Facebook Ads
PTP-120-24
$1,280
Paid
2024-01-20
08
Order Tracking
Customer Documents
Transactions
search
upload
export
edit workflow
Document
Document Type
Customer
Amount
Status (ref)
Date of Approval
01
SO_2024_1104
Order Form
Walmart
$5,750,000
Fulfilled
2024-10-15
02
SO_2024_41
Order Form
Walmart
$2,794,300
Pending
2024-12-05
03
SO_2024_33
Order Form
Walmart
$7,300,254
Shipped
2024-11-30
04
SO_2024_31
Order Form
Best Buy
$300,000
Fulfilled
2024-03-31
05
SO_2024_24
Order Form
Walmart
$110,000
Fulfilled
2024-02-28
06
SO_2024_23
Order Form
Kroger
$112,400
Fulfilled
2024-02-28
07
SO_2024_18
Order Form
Home Depot
$1,280,240
Fulfilled
2024-01-20
08
HR Contracts
Documents
search
upload
export
edit workflow
Document
Contract Type
Party
Annual Salary
Status (ref)
Start Date
01
EMP_2025_0090
Employment Contract
John Smith
$150,000
Pending Signature
2025-01-15
02
EMP_2024_0078
Employment Contract
Amy Green
$95,000
Signed
2024-12-05
03
EMP_2024_0056
Employment Contract
Aaron Rankin
$42,250
Active
2024-07-30
04
EMP_2025_0092
Employment Contract
Eleanor Braithwaite
$77,000
Under Review
2025-01-31
05
EMP_2024_0042
Employment Contract
Shiv Kapoor
$31,350
Active
2024-02-28
06
EMP_2025_00293
Employment Contract
Samantha Henderson
$112,400
Under Review
2025-01-31
07
EMP_2024_0039
Employment Contract
Jane Smith
$55,500
Active
2024-01-20
08

How it works, in four steps

Playmaker Tables adapt to any data format, transforming previously manual tasks into automated processes

plan

Define your table structure to fit your workflow

import

Bring in PDFs, images, spreadsheets, or web data via email, API, or upload

transform

Convert unstructured data into clear, tabular data you can act on

automate

Use the newly structured data to power workflows across 300+ apps

Security-first infrastructure

The secure and compliant way to enable data-powered workflows.
General Data Protection Regulation
Compliant
California Consumer Privacy Act
Compliant
ISO 27001
Certification in Progress
Data Processing Agreement (DPA) available on request.
Data stored & processed exclusively in European Union & United States of America.
Anonymized data for reinforcement learning
No customer data used for LLM Training
AES-256 & TLS 1.3 Encrpytion
Annual Internal Security Audits
Role-based Access Control
Continuous monitoring & Incident response
Employee Background Checks
Annual Internal Security Audits

Simple, no-nonsense pricing

Use for free & scale with your data volume
Free Forever

$0

per month
100 pages per month
No overages allowed
Limited API access
Email support available
start now
Growth

$99

per month
1,000 pages per month
$0.08/page thereafter
Increased API limits
Priority support available
Starts at
start free trial
Starts at
Scale

$399

per month
5,000 pages per month
$0.06/page thereafter
Unlimited API access
1:1 onboarding support
start free trial
Custom

Contact us

  
>10,000 pages per month
Per document pricing
Custom integrations
Dedicated support
Personalised onboarding
speak to alex