Built for document-heavy operations.
One way of working, tuned to your documents: we read them, check the figures, have a person review, and hand back clean data with every value traced to its source. Insurance is where we go deepest today.
Insurance submissions
SOVs, loss runs, ACORD forms and binders arrive as PDFs and spreadsheets. We read every attachment, pull the figures, and run the checks with tools that calculate — not guess — so totals are verified and conflicts between documents are caught. Every value is traced back to the page it came from.
- Statement-of-values validation, with outliers flagged
- Loss runs summarised by year, large losses flagged
- Conflicts between the ACORD, SOV and email reconciled
- Appetite and clearance checks against your own rules
STATEMENT OF VALUES
ACME SPECIALTY · COMMERCIAL PROPERTY
| Loc | Address | Building | Contents | TIV |
|---|---|---|---|---|
| 1 | 1440 Harbor Way | $18.2M | $4.1M | $22,300,000 |
| 2 | 77 Delancey St | $12.9M | $2.6M | $15,500,000 |
| 3 | 9 Cedar Industrial | $8.8M | $1.65M | $10,450,000 |
| Total Insured Value | $48,250,000 | |||
EXTRACTED · 4 fields · 4 verified
Finance & contracts
Invoices, statements and agreements turned into clean records you can reconcile and export. We capture the fields you need, tie every value to its line item or clause, and route anything uncertain to a person before it reaches your system of record.
- Invoices & statements
- Contracts & agreements
- Export to CSV or Excel
- Every value traced to source
Back-office operations
Résumés, forms and emails with their attachments, handled in bulk. Forward an email and every attachment is pulled out and processed on its own — with the same reading, checking and review as everything else. We can fix one document without redoing the rest.
- Email + attachments
- Résumés & forms
- Handled in bulk
- Fix one, keep the rest
Your documents, handled.
Tell us what you process. We’ll show you what comes back, traced to the page.