Getting Started with Extractly Extractly is your go-to tool for quickly pulling valuable information from financial documents, organizing it, and getting it ready for analysis or reporting. Whether you’re preparing for an audit, checking compliance, or streamlining routine reviews, Extractly helps you get the job done faster and with fewer manual steps. In this course, you’ll learn how to: Upload and organize your documents Extract the right data fields with confidence Review, validate, and fine-tune extracted results Export your data for use in reports or other systems We’ll guide you step-by-step with short videos, clear visuals, and interactive elements that keep things simple and practical. You’ll also get quick tips and reference tools you can return to anytime you need a refresher. By the end, you’ll be ready to complete your first extraction project in Extractly and feel confident navigating the platform’s core features. Read more
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