A document agent that reads invoices, contracts, forms, and inbound email, extracts exactly the data you need, routes each document to the right place, and answers questions in plain language from your own documents and knowledge base. Instead of copying fields by hand or hunting through folders, your team asks a question and gets the answer with the source attached. The agent validates what it extracts, flags anything unusual for review, and learns your formats over time.
Pulling line items from invoices into your accounting system without manual entry
Summarizing and answering questions from long contracts and proposals
Sorting and routing inbound email to the right queue based on its content
Extracting data from application forms and onboarding paperwork
Answering internal questions from a policy or knowledge base with the source cited
FAQ
Frequently asked questions
Invoices, contracts, proposals, forms, statements, and most inbound email and PDFs your business handles. It works across your formats rather than expecting a single clean template. If a document type is unusual, we tune it during setup so it handles your specific paperwork.
It validates what it extracts against rules you define and flags anything uncertain for review instead of guessing. The goal is reliable data you can act on, not best-effort guesses. Over time it learns your document formats and the exceptions that matter to you.
Yes. Using retrieval over your knowledge base, it answers in plain language and cites the source document so your team can verify. Instead of searching folders, you ask a question and get the answer with the reference attached. This works for policies, past contracts, and internal know-how alike.
It routes the uncertain document to a review queue with what it found and why it paused, rather than forcing a wrong answer. A person confirms or corrects it, and that decision teaches the agent for next time. Exceptions stay visible instead of quietly slipping through.
It plugs into your inbox, storage, accounting or ERP system, CRM, and spreadsheets, so extracted data flows where it needs to go without manual copy and paste. We minimize disruption to your existing setup. Book an audit and we will map it to your specific stack.