Features
Bank reconciliation agent
Payroll reconciliation agent
Intercompany reconciliation agent
Credit card reconciliation agent
Multi-source reconciliation agent
Custom Blueprint creation via chat
Pre-built Blueprints for common workflows
Excel template integration (your formats)
Document extraction and processing
Data transformation and matching
Audit trail and version control
Deterministic locked logic (not a prompt)
Zero data retention after task
Private data isolation per client
Packet-Aware AI Agents for cross-document validation
Multi-Model Optimization for dynamic model selection
Deep Document Understanding for structured document maps
Contextual linking across documents in a packet
Applied business logic for rule-based analysis
Auditable and verifiable generative AI outputs
Human-in-the-loop review with task dashboards
No-code app builder for document processing workflows
Chat with documents for on-demand insights (single & multi-file)
Supports 55+ rich file formats
Handwriting recognition and multi-language recognition
Long document support (100+ pages)
Unlimited users in collaborative and personal workspaces
Enterprise-grade security with compliance controls (SSO, IP whitelisting)
Connect your own cloud storage (AWS S3, Azure, GCP, Google Drive)