Introducing the Finch Documents API (beta), a completely new employment data endpoint beginning with support for W-4 documents.
We’re thrilled to announce the beta launch of the Finch Documents API, a completely new employment data endpoint, beginning with support for W-4 federal tax withholding forms. This milestone brings a first-of-its-kind programmatic approach to accessing and standardizing the data from employer and employee tax documents.
By automating the delivery of W-4 data from employers’ payroll systems to end applications, this new API unlocks use cases across health benefits, retirement, tax and accounting, lending, and so much more. Finch Documents represents a major step toward democratizing access to data across the entire employment ecosystem.
Our solution not only centralizes access to these documents, but leverages cutting-edge, machine-learning-based document parsing to standardize filing statuses and withholding details across platforms.
W-4 documents hold critical data needed for a wealth of employment functions — information like an individual’s marital or filing status, whether they have any dependents, and their withholding details.
But accessing that data presents a challenge. Either the employer has to extract the details from paper or digital documents and collect them in a single repository, like a spreadsheet, to send to their providers; or they might send the full W-4 documents to the provider for data extraction. Either way, this process is typically manual, introducing the potential for human error and adding unnecessary complexity for both the employer and the provider.
Providers that work with this sensitive employee information — including employer-sponsored benefits providers, insurance underwriters, lenders, and tax and accounting applications — need a cleaner, automated way to pull this data directly from the source: the employer’s payroll system.
Our Documents API integrates seamlessly into Finch’s ecosystem, maintaining the simplicity you’ve come to expect. W-4 data is pulled directly from the documents in the employer’s payroll system and delivered to your application in a standardized format.
Finch Documents consists of a few simple endpoints under /employer/documents, allowing users to retrieve all documents from an employer or only those for specific individuals.
Here’s how it works:
Finch’s Documents API makes it easy to pull employee data straight from the source without handling thousands of individual documents. Save time, automate routine data collection, and deliver value to your customers faster with secure, standardized data flow.
As always, Finch prioritizes data integrity and security with every product we deliver. The Documents API is no exception, offering the highest standards in data handling. We are SOC 2, HIPAA, CCPA and GDPR compliant. You can trust that your organization’s sensitive data is secure and handled with care. For more information see our Trust Center.
Extracting data from W-4 documents is just the beginning. We look forward to introducing new capabilities through the Documents API in the near future, including W-2s, Form 941, and more.
If you’re an existing Finch customer, connect with your account manager today to enable the new scopes to access the Documents API. Not a Finch user yet? Our Sales team is here to help—reach out to learn how Finch can streamline your document data workflows and beyond.