Features
AI-powered data extraction from PDFs, images, and scans
Transfer data between formats (e.g., PDF to Excel)
Field mapping for custom output structures
Supports invoices, receipts, forms, and more
Drag-and-drop document upload
Templates for common document types
Machine learning accuracy improvements from corrections
Privacy-focused, no long-term document storage
API for custom integrations
Web-only interface (no mobile app)
Batch document processing
Google Sheets integration
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows