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Documents Product Overview

Documents in HR and payroll systems like W-4 forms, W-2 forms or 941 forms hold a variety of useful data points related to employees. Until now, accessing this data has been limited to mostly manual processes.

Currently in Beta and supported for W-4 forms, Finch’s Documents product automates data collection from these documents using ML-based parsing. Finch helps standardize and classify the data returned, supporting multiple W-4 document formats.

Employers will grant Finch access to their Documents alongside our other Product scopes when they confirm permissions in Finch Connect. If you would like to access Documents data through an existing connection, the employer may need to re-authenticate to approve the additional scopes.

Finch’s Documents product consists of 2 read-only API endpoints.

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List all documents

The /employer/documents API provides the list of documents available in the HR or payroll system for an individual employee or all employees and specific document types.

Currently, only W-4 document types are supported, but the API is built to scale out to additional document types.

Note: Prior to retrieving the list of documents, you will need to queue the job using our /jobs/automated endpoint.

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Retrieve data from documents

The /employer/documents/{document ID} API endpoint provides detailed information about individual documents based on the list of documents returned by the /employer/documents API above. For W-4 forms, you can gain access to filing status, dependent withholding and additional withholding details.

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Documents Use Cases

Documents data is a powerful tool for many different B2B use cases. Find a few examples of how Finch customers leverage the data from W-4 documents below.

  • Retirement & 401K - Enhance field availability for automated data collection to be made available to Retirement software systems
  • Benefits - Increase the efficiency in quoting processes by automating the collection of data in W-4 documents like filing status and if there are dependents that would need coverage
  • Financial Planning & Analysis - Gain summarized insight into additional withholdings and/or exemptions for broader workforce and payroll analyses

Curious if Documents is the right product for you? Reach out to developers@tryfinch.com or contact us.