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Banking & Finance

Automate Due Diligence and Financial Spreading with AI

In banking and finance, speed and accuracy are the bedrock of competitive advantage. docAnalyzer.ai empowers financial professionals to treat document processing as a scalable workflow rather than a manual bottleneck. From automating credit analysis to streamlining regulatory compliance, our AI agents extract structured data from unstructured documents, mitigating risk and accelerating decision-making.

Financial institutions manage an overwhelming flow of unstructured data: loan applications, tax returns, balance sheets, and investment prospectuses. Manual extraction is slow and error-prone. docAnalyzer.ai transforms this chaos into structured utility.

Our platform goes beyond simple chat. You can deploy agents to perform "financial spreading"—automatically extracting key figures from diverse document formats into structured JSON data ready for your models. Whether you are an investment banker conducting diligence on a data room or a compliance officer auditing for specific risk factors, docAnalyzer.ai ensures rigorous consistency across thousands of pages.

Security is paramount. We adhere to strict privacy standards, ensuring that sensitive client financial data is processed securely without being used to train public AI models.

Concrete Examples

Automated Financial Spreading (JSON Data Extractor)

Transform PDFs into spreadsheets instantly. The Data Extractor Agent (JSON) is engineered to identify and extract specific fields—such as EBITDA, Net Income, Debt-to-Equity ratios, or applicant credit scores—from a batch of financial statements. It returns structured data that can be directly piped into your credit decision engines or Excel models, reducing manual entry time by over 70%.

Regulatory & Risk Compliance (Filter Agent)

Audit thousands of documents for non-compliance in minutes. The Filter Agent acts as an automated risk gatekeeper. You can define a complex compliance rule (e.g., "Does this contract contain the required AML disclosure clause?"), and the agent will scan every document in your portfolio, flagging those that fail the check. This proactive approach ensures you remain compliant with evolving regulations like KYC and AML without the prohibitive cost of manual audit teams.

Credit Policy Adherence (Blueprint Agent)

Standardize risk assessment. The Blueprint Agent allows you to use your institution's Internal Credit Policy as a reference to review loan applications. It checks incoming files against your established risk parameters, flagging deviations or missing stipulations automatically, ensuring every approval aligns with your governance standards.

Features That Set Us Apart

Discover Why Professionals Rely on docAnalyzer.ai to Streamline Their Document Workflow and Unlock Powerful Insights.

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AI Automation Agents

Our professional AI automation agents feature can greatly optimize your time at work: it allows any data extraction, context-aware analysis and content organization. If you have a large amount of documents and need to perform complex tasks, you can now automate your workflows with just a click.

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Custom AI Agents

docAnalyzer.ai understands that different fields have unique requirements. Whether you're in law, administration, research, or any other profession, you can set up customizable agents for your document analysis system to suit your specific use cases, ensuring more relevant and valuable insights.

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OCR & Multi-Format Support

Along with OCR technology that reads and interprets scanned documents, we now support a wider range of formats for smart AI interactions. Upload and engage with PDF, as well as MD (Markdown), ODT, DOCX (Word), HTML, EPUB, RTF, and TXT files. Experience seamless document analysis and chat interactions across various file types.

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Multi-Document Conversations

Not only can you label documents for organization, but also interact dynamically within a labeled set. This feature enables focused, context-aware discussions within your chosen set of documents, revolutionizing the way you extract information.

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Embeds Chatbot on any webpage

Effortlessly integrate AI chatbot into any of your webpage. Empower your customers or partners to instantly access answers and insights hidden in your documents.

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Switch Models Mid-Chat

Swap between 29 AI models in the same conversation without losing document context— explore answers from leading AI labs, instantly.

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Your Data, Your Control

We're committed to data privacy. Your document data will never be shared with, or sold to any third-parties. It will never be used for any other purpose other than to provide you with the best document analysis and AI processing service.

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Advanced and User-Friendly API

With our API, you can easily integrate docAnalyzer.ai into your existing workflows. Our API is designed for flexibility, enabling you to engage with your data according to your needs.

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Seamless Integrations

Integrate docAnalyzer.ai with your preferred tools and platforms seamlessly. Our tool is designed to fit into your existing infrastructure, facilitating a streamlined and efficient document analysis process.

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Sophisticated Embeddings

docAnalyzer.ai employs state-of-the-art AI embeddings for document analysis. This sophisticated technology allows for a deeper, more contextual understanding of your documents, offering you precise and meaningful insights.

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Multilingual & RTL Support

Work comfortably in the language of your choice. docAnalyzer.ai supports most common languages and right‑to‑left scripts like Arabic, Hebrew, and Persian across chat, document analysis, and OCR, ensuring reliable results for global teams.

Driving AI Success in Leading Organisations Worldwide

  • Bayer
  • Columbia
  • Zurich
  • Luftansa
  • Mercedez
  • MIT
  • Siemens
  • Stanford
  • cambridge
  • toronto
  • yale
  • ucl
  • usc
  • Bayer
  • Columbia
  • Zurich
  • Luftansa
  • Mercedez
  • MIT
  • Siemens
  • Stanford
  • cambridge
  • toronto
  • yale
  • ucl
  • usc

Ready to dive into your documents?

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Unlock the potential of your PDF, MD (markdown), ODT, DOCX (word), HTML, EPUB, RTF or TXT documents with docAnalyzer.ai. Begin your agentic journey towards workflow automation, efficient AI-powered chat, data extraction and analysis.

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