# Flextract Documentation > Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy. ## Guides: Documentation - [Getting Started with Flextract](https://docs.flextract.com/docs/getting-started.md): This page will help you get started with Flextract. You'll be up and running in a jiffy! ## Guides: Authentication - [Authentication Overview](https://docs.flextract.com/docs/overview.md) ## Guides: Core Models - [Uploads](https://docs.flextract.com/docs/uploads-1.md) - [Extractions](https://docs.flextract.com/docs/extractions.md) - [Exports](https://docs.flextract.com/docs/exports-1.md) ## Guides: Data Model Schemas - [Identity Document](https://docs.flextract.com/docs/identity-document.md) - [Document Snapshot](https://docs.flextract.com/docs/document-snapshot.md) - [Personal Tax Return Summary](https://docs.flextract.com/docs/personal-tax-return-summary.md) - [Bank Account Summary](https://docs.flextract.com/docs/bank-account-summary.md) - [Investment Account Summary](https://docs.flextract.com/docs/investment-account-summary.md) - [Loan Account Summary](https://docs.flextract.com/docs/loan-account-summary.md) - [Credit Line Account Summary](https://docs.flextract.com/docs/credit-line-account-summary.md) - [Last Will and Testament](https://docs.flextract.com/docs/last-will-and-testament.md) - [Trust Agreement](https://docs.flextract.com/docs/trust-agreement.md) - [Account Transactions](https://docs.flextract.com/docs/account-transactions.md) ## Guides: Versions - [API Versioning](https://docs.flextract.com/docs/api-versioning.md) ## Guides: API Workflows (Recipes) - [Reporting Setup - API Workflow Guide](https://docs.flextract.com/docs/reporting-setup-api-workflow-guide.md): This supports everything to setup client links and folders, all the way to report generation. ## Guides: Integrations - [Flextract Integrations](https://docs.flextract.com/docs/integrations.md): Move data seamlessly - [PreciseFP Integration Deep Dive](https://docs.flextract.com/docs/precisefp-deep-dive.md): Document data to PreciseFP seamlessly via Flextract - [Wealthbox Integration Deep Dive](https://docs.flextract.com/docs/wealthbox-integration-deep-dive.md) - [Google Drive Integration Deep Dive](https://docs.flextract.com/docs/google-drive-integration-deep-dive.md) - [Dropbox Integration Deep Dive](https://docs.flextract.com/docs/dropbox-integration-deep-dive.md) ## API Reference: Flextract API - [Get organization assets](https://docs.flextract.com/reference/api_assets_retrieve.md): Get organization assets by subdomain. No authentication required. - [Retrieve billing information about your user or organization.](https://docs.flextract.com/reference/api_billing_retrieve-1.md): Retrieve information about billable events for the user or organization. If the authenticated user is associated with an organization, the organization's name will be included in the response and… - [Retrieve billing statistics](https://docs.flextract.com/reference/api_billing_stats_list.md): Retrieve billing statistics including total units used and remaining units. - [Create checklist item link](https://docs.flextract.com/reference/api_checklist_item_links_create.md): Create a new checklist item link between a checklist item and a folder. - [Delete checklist item link](https://docs.flextract.com/reference/api_checklist_item_links_destroy.md): Delete a specific checklist item link by ID. - [Get checklist items for authenticated user (App)](https://docs.flextract.com/reference/api_checklist_items_list.md): Returns a list of checklist items available to the authenticated user in the app. This endpoint requires JWT authentication. The response includes: - Checklist items from the user's organization -… - [Get checklist items for authenticated user (Portal)](https://docs.flextract.com/reference/api_p_checklist_items_list.md): Returns a list of checklist items available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication. The response includes: - Checklist items from the user's… - [Get a single checklist item by ID (Portal)](https://docs.flextract.com/reference/api_p_checklist_items_retrieve.md): Returns a single checklist item by its hashid in the portal. This endpoint uses PhoneTokenAuthentication. The checklist item must be either: - Associated with the user's organization, or - A global… - [Get checklist items for authenticated user (Portal)](https://docs.flextract.com/reference/api_portal_checklist_items_list.md): Returns a list of checklist items available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication. The response includes: - Checklist items from the user's… - [Get a single checklist item by ID (Portal)](https://docs.flextract.com/reference/api_portal_checklist_items_retrieve.md): Returns a single checklist item by its hashid in the portal. This endpoint uses PhoneTokenAuthentication. The checklist item must be either: - Associated with the user's organization, or - A global… - [Update checklist item link](https://docs.flextract.com/reference/api_checklist_item_links_partial_update.md): Partially update a checklist item link (e.g. toggle is_enabled). - [Get checklists for authenticated user](https://docs.flextract.com/reference/api_checklists_list.md): Returns a list of checklists available to the authenticated user. Includes both organization-specific and global checklists. - [Generate HTML document viewer](https://docs.flextract.com/reference/api_docs_html_retrieve.md): Returns an HTML page that represents the document using rag-document-viewer library. This creates a high-fidelity HTML representation that can be embedded in an iframe. - [Upload a document](https://docs.flextract.com/reference/api_docs_create.md): Upload a document to the system for processing. - [Retrieve a documents structured data.](https://docs.flextract.com/reference/get_document_details.md): Retrieve the structured results of a document. - [Retrieve a documents structured data [File Format].](https://docs.flextract.com/reference/get_document_details_file.md): [! Deprecated] Please use the template downloads. Retrieve the structured results of a document as an excel file. - [Archive or unarchive a document](https://docs.flextract.com/reference/api_docs_archive_partial_update.md): Toggle the archive status of a document. - [Delete a file record](https://docs.flextract.com/reference/api_docs_delete_destroy.md): Request deletion of a file record and its associated files. The deletion will be performed asynchronously. The file record will be archived. - [Upload a document with OTP authentication](https://docs.flextract.com/reference/api_docs_submit_create.md): Upload a document using a one-time password (OTP) for authentication. - [Retrieve a document image.](https://docs.flextract.com/reference/api_docs_viewer_retrieve.md): Returns a file (JPEG) based on the provided parameters. - [Upload a document](https://docs.flextract.com/reference/api_uploads_create.md): Upload a document to the system for processing. - [Retry extraction document](https://docs.flextract.com/reference/api_uploads_retry_create.md): Retry extraction of a document. This will reprocess the document using specified pipeline. - [Update a file record name](https://docs.flextract.com/reference/update_document_name.md): Update the name of a file record. Only the name field can be updated. - [Retrieve a list of previously generated exports](https://docs.flextract.com/reference/api_exports_list-1.md): Retrieve a list of previously generated exports. - [Retrieve a list of previously generated exports](https://docs.flextract.com/reference/api_exports_download_retrieve.md): Retrieve a list of previously generated exports. - [Retrieve all data for selected extractions.](https://docs.flextract.com/reference/api_templates_cre_loan_retrieve.md): Retrieve all data for selected extractions. - [Retrieve all data for selected extractions.](https://docs.flextract.com/reference/api_templates_fsra_retrieve.md): Retrieve all data for selected extractions. - [Retrieve all data for selected extractions.](https://docs.flextract.com/reference/api_templates_generic_retrieve.md): Retrieve all data for selected extractions. - [Retrieve all data for selected extractions.](https://docs.flextract.com/reference/api_templates_wip_retrieve.md): Retrieve all data for selected extractions. - [Retrieve the extraction data](https://docs.flextract.com/reference/api_extractions_list-1.md): Retrieve the structured results. Only results for which the document was classified will be returned. - [Retrieve the extraction data](https://docs.flextract.com/reference/api_extractions_retrieve.md): Retrieve the structured results. Only results for which the document was classified will be returned. - [Merge folders](https://docs.flextract.com/reference/api_folders_merge_to_create.md): Merge one folder into another by moving all files from the source folder to the destination folder. This operation: 1. Moves all files from the source folder to the… - [Get person information for authenticated phone number (Portal)](https://docs.flextract.com/reference/api_p_person_me_retrieve.md): Retrieves person information associated with the authenticated phone number. This endpoint uses Phone OTP Tokens **Response includes all Person fields:** - `id`: The id of the person record -… - [Update person information for authenticated phone number (Portal)](https://docs.flextract.com/reference/api_p_person_me_partial_update.md): Updates or creates person information associated with the authenticated phone number. This endpoint uses Phone OTP Tokens **Fields that can be updated:** - `preferred_name`: Required, non-empty… - [Get report instances for authenticated user (Portal)](https://docs.flextract.com/reference/api_p_report_instances_list.md): Returns a list of report instances available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication. The response includes: - Report instances that are shared with all… - [Get a single report instance by ID (Portal)](https://docs.flextract.com/reference/api_p_report_instances_retrieve.md): Returns a single report instance by its hashid in the portal. This endpoint uses PhoneTokenAuthentication. The report instance must be: - Shared with all links (share_with_all_links=True) -… - [Get documents for authenticated user (Portal)](https://docs.flextract.com/reference/api_p_docs_list.md): Returns a list of documents available to the authenticated user in the portal. This endpoint uses PhoneTokenAuthentication. The response includes: - Documents from folders accessible via… - [Create a file link](https://docs.flextract.com/reference/api_file_links_create.md): Create a file record with an associated phone number. If the phone number exists for the organization, it will be reused; if not, a new one will be created. - [List Reports](https://docs.flextract.com/reference/api_reports_list.md): Returns a list of available reports that the user can access and generate. Reports provide structured data visualization and analysis capabilities for your documents. Each… - [Create Report Instance](https://docs.flextract.com/reference/api_v1_reports_instances_create.md): Create a report instance with data injection. Always processes asynchronously via Celery. This endpoint creates a new report instance that will be processed asynchronously.… - [Manage Report Access](https://docs.flextract.com/reference/api_reports_access_create.md): Enable or disable a report for the user's organization. This endpoint manages access to reports for the user's organization. Both owned reports and public reports can be enabled or… - [List available extraction schemas](https://docs.flextract.com/reference/api_schemas_list.md): Returns a list of extraction schemas available for document processing. Extraction schemas define the structure and fields that will be extracted from your documents. Each… - [Update a schema](https://docs.flextract.com/reference/api_schemas_update.md): Updates a schema's properties. Currently supports activating/deactivating the schema for the user's organization. - [Get Report Instance JSON Data](https://docs.flextract.com/reference/api_v1_report_instances_json_retrieve.md): Get JSON data for a report instance. If the report instance is completed, returns the same JSON object that is injected into the HTML report, with properly mapped keys for… - [Soft Delete Report Instance](https://docs.flextract.com/reference/api_v1_report_instances_destroy.md): Soft-delete a report instance by setting its deleted_at timestamp. This operation marks the report instance as deleted without actually removing it from the database.… - [Retrieve user statistics](https://docs.flextract.com/reference/api_statistics_list-1.md): Retrieve statistics about documents, extractions, and exports. For users who belong to an organization, this endpoint shows organization-wide statistics. For users without an organization, it shows… - [Obtain JWT token](https://docs.flextract.com/reference/api_token_create.md): Obtain JWT token pair (access and refresh tokens) using username and password. - [Refresh JWT token](https://docs.flextract.com/reference/api_token_refresh_create.md): Obtain new access token using refresh token. - [Verify OTP code](https://docs.flextract.com/reference/api_verify_otp_create.md): Verify OTP code and create authentication token. - [Start phone verification](https://docs.flextract.com/reference/api_verify_start_create.md): Start phone number verification process by sending OTP code. - [List dynamic checklist generators](https://docs.flextract.com/reference/api_v1_dynamic_checklist_generators_list.md): Returns a list of dynamic checklist generators available to the authenticated user's organization. Only generators that have been linked to the organization are returned. - [Create dynamic checklist items](https://docs.flextract.com/reference/api_v1_dynamic_checklist_items_create.md): Creates dynamic checklist items for a folder using the specified generator. This endpoint uses an LLM to generate checklist items based on the generator's configuration and the folder context.… - [List observation instances](https://docs.flextract.com/reference/api_v1_observation_instances_list.md): List observation instances filtered by folder. Returns paginated list of observation instances for the specified folder. Only observation instances accessible to the authenticated… - [Acknowledge observation instance](https://docs.flextract.com/reference/api_v1_observation_instances_acknowledge_partial_update.md): Acknowledge an observation instance by setting the acknowledged_by field to the current user. This action marks the observation instance as reviewed and acknowledged by the… - [List Report Instances](https://docs.flextract.com/reference/api_v1_report_instances_list.md): Returns a list of report instances that the user can access. Report instances represent specific generations of reports with data from selected documents. Each instance has a… - [Get Report Instance](https://docs.flextract.com/reference/api_v1_report_instances_retrieve.md): Retrieve a specific report instance by ID. Returns detailed information about a single report instance including its status, associated report, and content if available. - [Transform data using LLM](https://docs.flextract.com/reference/api_v1_transform_create.md): Transform data using an LLM based on the specified data model schema. Provide a prompt, data to transform, and the LLM to use. Optionally include file record ids for additional… - [Get current user profile](https://docs.flextract.com/reference/api_v1_users_me_retrieve.md): Retrieve the current authenticated user's profile including billing preferences. - [Update current user profile](https://docs.flextract.com/reference/api_v1_users_me_partial_update.md): Update the current authenticated user's profile. Supports updating first_name, last_name, and receives_hourly_email. - [Get API Version Information](https://docs.flextract.com/reference/api_versions_retrieve.md): Get the current API version and the allowed versions. ## Recipes - [Pull Submitted Flow Data](https://docs.flextract.com/recipes/pull-submitted-flow-data.md) ## Changelog - [Entrydock domain](https://docs.flextract.com/changelog/entrydock-domain.md) - [Trust Center Launch](https://docs.flextract.com/changelog/trust-center-launch.md) - [Welcome to Flextract](https://docs.flextract.com/changelog/welcome-to-entrydock.md)