Getting Started with Extractly

Description 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. Objectives Course Objectives By completing this course, you will be able to: Describe what Extractly does and how it fits into your workflow Navigate the interface to access upload, mapping, and review tools Identify extracted content types and validation indicators Use filters and sorting options to refine results Export clean, validated data for reporting or further analysis Certificate By completing/passing this course, you will attain the certificate Global training - Certificate (UK)