Document processing that scales. Without hiring a document processing team.
Automated extraction, classification, and routing for the document types that run financial services, insurance, legal, and operations. K-1s, 1099s, contracts, claims forms, invoices, compliance filings.
The documents we process. The problems we solve.
K-1 and Tax Document Processing
Schedule K-1s, 1099s, W-2s, and related tax documents extracted, validated, and routed. Partnership tax workflows that used to take weeks reduced to hours. ECOA-compliant adverse action attribution where applicable.
Contract Analysis and Extraction
Clause extraction, obligation identification, risk flagging, deviation from standard terms. First-pass contract review in minutes instead of hours. Attorneys and analysts review what matters.
Insurance Claims Processing
Claims forms, adjuster notes, loss runs, policy documents. Classified, extracted, routed, and archived without manual review of every document. Clear approvals processed automatically. Exceptions queued for human review.
Compliance and Regulatory Filings
SEC filings, state regulatory submissions, AML/KYC documentation. Automated extraction and routing within defined compliance frameworks. Full audit trail maintained.
Invoice and AP Processing
Purchase orders, invoices, receipts matched and validated against your ERP. 3-way matching automated. Exceptions flagged for human approval. Payment workflows triggered automatically.
Loan and Mortgage Documents
Loan applications, income verification documents, appraisals, title documents. RESPA and HMDA compliance built into the processing pipeline. Underwriter queue contains only the decisions that require judgment.
Document processing infrastructure. Owned permanently.
Document Ingestion Pipeline
Automated intake from email, SFTP, API, and portal uploads. Document classification on arrival. No manual sorting or routing required.
Extraction and Validation Engine
Structured data extracted from unstructured documents. Validation against business rules. Confidence scoring on every field. Low-confidence items flagged for human review.
Workflow Routing
Approved documents trigger downstream workflows automatically. Exceptions routed to the right reviewer with full context. No document sits in an inbox waiting to be discovered.
Audit Trail and Compliance Layer
Every document action logged with timestamp, user, and system action. Produces the audit trail regulators expect for document-intensive regulated workflows.