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AI-Powered

Document Workflow

for Finance & Insurance Tech

We specialize in building automation workflows for processing financial and insurance-related documents.

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Our Services

Document Processing

We help companies speed up digitization of finance and insurance documents into their systems through automated data extraction, classification, and summarization.

Workflow Automation

We develop complete end-to-end workflows, from document capture to data integration, to optimize document processing efficiencies and reduce human errors.

RAG Development

We help transform complex mortgage, insurance, and other documents into clean data for AI and RAG (Retrieval-Augmented Generation) development.

Our Solutions

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Accounts Payable Processing

Our platform facilitates data extraction from all invoice types and provides seamless integration to existing ERP and accounting software.

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Loan and Mortgage Processing

We help automate data extraction and validation from loan applications and financial documents for your underwriting systems.

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Document Classification

Our service automatically routes incoming documents to the correct department and flags documents that require human review.

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Underwriting Processing

We apply AI to convert unstructured data from applications, medical records, and reports into actionable insights for risk assessment.

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Claims Processing

Our solution automates data processing and validation of claim form, proof of loss, proof of payment, and many other documents.

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Contract and Policy Management

We use advanced AI models to extract and summarize key clauses, terms, and obligations from legal documents.

We Offer Seamless Integration with Various Platforms

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Common Questions

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Our system helps automate critical, document-heavy workflows for finance companies. This includes, but is not limited to, processing invoices and receipts, streamlining loan applications, and automating Know Your Customer (KYC) and compliance checks.

In the insurance industry, our solution can improve both companies and customers experiences. It speeds up claims processing by extracting key data from reports and bills, while also streamlining policy administration and underwriting processes.
Our framework can handle structured documents like forms and tables, semi-structured documents like invoices, bank statements, and purchase orders, and unstructured documents such as contracts, emails, and medical reports. It can process both digital files (PDFs, Word docs, images, etc.) and scanned paper documents with high accuracy.
The implementation timeline varies depending on the complexity of your current workflows and the volume of documents. We typically recommend starting with a small-scale pilot project to identify the most impactful processes for automation. This phased approach allows for a smooth integration with your existing system.
We adhere to ISO 27001 and GDPR guidelines to ensure the security of your financial and insurance data. Our Intelligent Document Processing solution is built with robust security protocols, including data encryption, secure access controls, and detailed audit trails that track every document interaction.
We ensure accuracy through a multi-stage process. To start with, our OCR (Optical Character Recognition) and AI models are trained on vast datasets. We also use predefined business rules and validation logic to flag potential errors. For critical fields, the information can be routed to a human-in-the-loop validation system where human experts verify the extracted data, ensuring high precision.
Enterprise Document Processing

Enhance your Document Handling

Automate your document processing workflow and get the right data instantly delivered to your system.

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