Explore our AI agent library.

Explore our AI agent library.

Designed by experts. Ready to use.

Designed by experts. Ready to use.

Use specialized AI agents and deliver measurable value from day one. Automate tasks that previously required 100+ hours of your team’s manual work.

Industry

All

Finance

Insurance

Legal

Real Estate

Tax

Business

Logistics

Abstract dark blue and gold gradient representing finance and legal analysis.

Tax

Comparative (YoY) Analysis

Narrative Risk Extraction

MD&A Thematic Analysis

AI 10-K Disclosure Analysis Agent

Analyzes SEC 10-K filings to identify key risks, narrative changes, and critical disclosures buried in text.

A dark gradient with glowing lines, representing data privacy and security.

Legal

Automated PII Redaction

Custom Redaction Rules

Bulk Document Processing

AI Automated Document Redaction Agent

Automatically finds and redacts sensitive information like PII and confidential terms from documents to ensure compliance.

Business

Cross-Platform Metrics

Trend Discovery

Performance Benchmarking

AI Business Intelligence & Analytics

Connects to CRMs, ERPs, documents; extracts KPIs, analyzes trends, delivers reliable business performance insights.

Blue and gray gradient for an operational/insurance technology page.

Insurance

FNOL Data Extraction

Severity & Complexity Scoring

Automated Claim Routing

AI Claims Triage Agent

Reads incoming claims, assesses complexity, and routes them to the correct team, accelerating the claims lifecycle.

Abstract dark blue and purple gradient, indicating data analysis and risk detection.

Legal

Portfolio-Level Baseline Creation

Outlier Clause Detection

Statistical Risk Analysis

AI Contract Anomaly Detection Agent

Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

Abstract blue gradient representing generative AI and creation.

Legal

Intelligent Template Application

Approved Clause Suggestion

Consistent Term Usage

AI Contract Drafting Agent

Generates first-draft contracts by suggesting clauses and structuring documents based on expert-guided templates.

Deep blue and teal gradient, symbolizing deep data analysis.

Legal

Full-Portfolio Indexing

Natural Language Q&A

Macro-Level Risk Analysis

AI Contract Repository Analysis Agent

Analyzes entire contract portfolios for macro-level risks and allows natural language Q&A across all documents.

Legal

Automated Clause ID

Legal Risk Spotting

Obligation Tracking

AI Contract Review Agent

Analyzes legal agreements: extracts critical terms, identifies non-standard clauses, tracks obligations swiftly.

Vibrant purple and orange gradient, representing creativity and customer insight.

Business

Thematic Analysis

Cross-Platform Aggregation

Sentiment Tracking

AI Customer Feedback Analysis Agent

Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

Abstract dark blue gradient representing legal document analysis.

Real Estate

Legal Description Parsing

Chain of Title Mapping

Encumbrance Detection

AI Deed Analysis Agent

Reads property deeds to extract legal descriptions, chain of title, and identify potential title defects.

Abstract gold and dark blue gradient for a finance page.

Finance

Financial Projection Extraction

Assumption Verification

WACC Input Sourcing

AI Discounted Cash Flow (DCF) Modeling Agent

A specialized agent that extracts the necessary inputs from financial documents to build and analyze DCF valuation models.

A split gradient of red and blue, symbolizing comparison and differences.

Business

Semantic Redlining

Cross-Format Comparison

Change Summarization

AI Document Comparison & Redlining Agent

Compares document versions or two different documents to highlight material alterations and substantive differences.

Abstract blue and green gradient background for technology page.

Tax

Universal Format Processing

Automated Data Validation

ERP Integration

AI E-Invoicing Agent

Interprets any structured e-invoice format (Peppol, UBL, CII) for flawless data extraction and system integration.

Abstract gold and blue gradient, representing savings and finance.

Tax

Discount Term Extraction

Opportunity Prioritization

Deadline Tracking

AI Early Payment Discount Identification Agent

A specialized agent that scans invoices and contracts to proactively find and flag early payment discount opportunities.

Finance

Financial Data Verification

Document Systemization

Investment Risk ID

AI Financial Due Diligence Agent

Analyzes complex deal documents: verifies financials, organizes information, flags risks for investment decisions.

Abstract blue and yellow gradient, representing data and finance.

Tax

Multi-Way Matching Logic

Cross-System Data Ingestion

Automated Exception Flagging

AI Financial Reconciliation Agent

Performs multi-way matching of records from bank statements, invoices, and general ledger to identify discrepancies.

Finance

Key Metric Extraction

Financial Trend Analysis

Ratio Calculation

AI Financial Statement Analysis Agent

Extracts key metrics, identifies trends, calculates ratios from financial statements and 10-Q reports with accuracy.

A gradient of blue and gray, representing logistics and data.

Logistics

Automated 3-Way Matching

Logistics Document Parsing

Accessorial Charge Validation

AI Freight Invoice Matching Agent (3-Way Match)

A specialized logistics agent that performs a 3-way match between freight invoices, POs, and bills of lading.

Finance

Performance Metrics

Market Comparisons

ROI Calculation

AI Investment Analysis Agent

Evaluates financial opportunities: analyzes performance, compares market positions, calculates returns from documents.

Abstract blue and green gradient.

Real Estate

Critical Date Extraction

Financial Clause Analysis

Standardized Abstract Generation

AI Lease Abstraction Agent

The core industry solution for extracting data points from commercial lease agreements into a structured format.

Legal

Precedent Discovery

Statute Analysis

Citation Verification

AI Legal Research Agent

Finds cases, maps regulations, analyzes legal precedents across document sets with source verification.

Vibrant blue and purple gradient, representing global data and intelligence.

Business

Automated Web Research

Multi-Source Synthesis

Structured Report Generation

AI Market Intelligence & Research Agent

Uses AI web search to perform multi-source online research and synthesizes findings into a structured briefing document.

Legal

Regulation Mapping

Automated Audits

Violation Detection

AI Regulatory Compliance Agent

Maps regulations to documents, checks compliance, flags violations, quantifies risk for streamlined adherence checks.

A gradient of green and blue, representing growth and intelligence.

Business

RFP Requirement Parsing

Knowledge Hub Retrieval (RAG)

Automated Response Drafting

AI RFP Response Generation Agent

Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

A gradient of amber and dark gray, representing caution and industrial logistics.

Logistics

Contractual Risk Parsing

Logistics Data Anomaly Detection

External Event Monitoring

AI Supply Chain Risk & Resiliency Agent

Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

Professional deep blue and gray gradient for a compliance-focused technology page.

Tax

Notice Classification & Triage

Deadline & Requirement Extraction

Automated Response Drafting

AI Tax Authority Correspondence Agent

Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

Abstract dark blue and purple gradient.

Tax

Tax Clause Identification

Cross-Border Risk Flagging

Tax Risk Categorization

AI Tax Exposure Analysis Agent

Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

Abstract blue and purple gradient background for legal/compliance page.

Tax

Jurisdiction-Specific Logic

Transaction Classification

Real-Time Rate Check

AI VAT Compliance Agent

Verifies VAT treatment on transactions against real-time, jurisdiction-specific tax laws to ensure compliance.

Business

Topic Extraction

Decision Logging

Action Item Capture

Business Meeting Analysis Agent

Extracts topics, decisions, action items from meeting notes and transcripts for concise, actionable summaries.

Business

KPI Tracking

Performance Trend ID

Measurement Standardization

Business Performance Analysis Agent

Extracts, standardizes key business metrics from reports and presentations to monitor performance and identify trends.

Business

Task Identification

Assignment Tracking

Deadline Monitoring

Business Task Management Agent

Extracts tasks from business documents like notes and emails, identifies assignees, tracks deadlines for accountability.

Real Estate

Lease Term Extraction

Rent Structure Analysis

Obligation Tracking

Commercial Lease Analysis Agent

Reviews commercial leases: extracts key terms, analyzes rent structures, tracks obligations, ensures compliance.

Real Estate

Market Rate Comparison

Value Estimation

Feature Analysis

Commercial Property Valuation Agent

Determines property values: analyzes listings, compares market rates, assesses features for transparent assessments.

Legal

Clause Identification

Risk Spotting

Compliance Assessment

Contract Analysis Agent

Analyzes legal contracts: extracts critical terms, identifies non-standard clauses, assesses compliance, speeds review.

Finance

Automated Data Extraction

Insight Generation

Data Room Risk ID

Data Room Analysis Agent

Analyzes investment data rooms, extracts key metrics, identifies risks, and organizes data for faster deal evaluation.

Logistics

Accuracy Checking

Regulatory Compliance

Error Detection

Document Validation Agent

Reviews shipping documents: validates accuracy, ensures compliance, detects critical errors, prevents costly delays.

Finance

Valuation Model Inputs

Comparable Analysis

Multiple Calculation

Financial Valuation Agent

Extracts inputs for valuation models, conducts comparable company analysis, calculates multiples for valuations.

Insurance

Claim Validation

Coverage Verification

Payment Calculation

Insurance Claims Automation Agent

Validates claims, verifies policy coverage, auto-calculates payments, streamlining insurance claims handling.

Insurance

Policy Provision Mapping

Insurance Gap Analysis

Requirement Checking

Insurance Coverage Analysis Agent

Verifies insurance policy coverage: maps provisions to requirements, identifies gaps, ensures compliance.

Insurance

Coverage Detail Extraction

Policy Term Comparison

Gap Identification

Insurance Policy Review Agent

Reviews insurance documents: extracts coverage details, analyzes policy terms, converts them to structured data.

Insurance

Hazard Analysis

Safety Protocol Review

Recommendation Generation

Insurance Risk Assessment Agent

Assesses insurance risks by analyzing engineering reports and safety documents for actionable underwriter insights.

Finance

Risk Factor Assessment

Financial Data Extraction

Legal Term Parsing

Investment Document Analysis Agent

Reviews IPO documents and offering memoranda: extracts financial summaries, assesses risks, parses legal terms.

Legal

Financial Verification

Document Systemization

Diligence Risk Flagging

Legal Due Diligence Agent

Processes financial, legal documents for due diligence; automates data extraction, identifies risks, generates reports.

Legal

Case Law Analysis

Regulation Lookup

Precedent Discovery

Legal Q&A Agent

Analyzes vast legal data to provide accurate answers to complex legal questions, complete with relevant citations.

Legal

Legal Risk Classification

Impact Assessment

Mitigation Suggestions

Legal Risk Identification Agent

Identifies, categorizes legal risks in documents; assesses impact; provides targeted mitigation recommendations.

Logistics

Expense Calculation

Rate Comparison

Spend Tracking

Logistics Cost Optimization Agent

Automates freight invoice processing, compares carrier rates, tracks logistics expenses for cost-saving opportunities.

Logistics

Route Efficiency Analysis

Timeline Optimization

Capacity Planning

Logistics Route Planning Agent

Analyzes shipping patterns and constraints for efficient transport plans, optimizing delivery timelines and vehicle use.

Logistics

Real-Time Status

Delay Prediction

Location Monitoring

Logistics Shipment Monitoring Agent

Monitors shipping documents and carrier data for real-time status, delay predictions, and delivery verifications.

Business

Competitor Tracking

SWOT Generation

Pricing Intelligence

Market Competition Analysis Agent

Monitors competitors and market dynamics through automated web data collection, providing real-time strategic insights.

Insurance

Applicant Data Extraction

Automated Verification

Compliance Checks

Policy Application Processing Agent

Extracts, verifies applicant data from policy applications, documents for faster, accurate, compliant processing.

Finance

Asset Allocation Analysis

Performance Optimization

Regulatory Adherence

Portfolio Rebalancing Agent

Analyzes investment portfolios, optimizes asset allocations by performance and market conditions, ensures adherence.

Business

Progress Monitoring

Timeline Analysis

Resource Tracking

Project Management & Monitoring Agent

Monitors project documents and systems for real-time visibility of progress, timelines, resource use, potential delays.

Insurance

Automated Document Review

Risk Factor Extraction

Policy Compliance Check

Property Insurance Analysis Agent

Processes property insurance documents: extracts key data, evaluates risks, generates actionable, structured reports.

Real Estate

Market Trend Analysis

Property ROI Estimation

Investment Risk Evaluation

Property Investment Analysis Agent

Evaluates property investments: analyzes market trends, estimates ROI, assesses risks from diverse data sources.

Real Estate

Market Trend ID

Competitive Analysis

Demand Assessment

Real Estate Market Analysis Agent

Identifies real estate trends, compares market positions, assesses demand via market reports and competitive data.

Real Estate

Hazard Identification

Property Compliance Check

Safety Evaluation

Real Estate Risk Evaluation Agent

Identifies property-related risks by analyzing inspection reports, compliance documents, and location data.

Industry

All

Finance

Insurance

Legal

Real Estate

Tax

Business

Logistics

Abstract dark blue and gold gradient representing finance and legal analysis.

Tax

Comparative (YoY) Analysis

Narrative Risk Extraction

MD&A Thematic Analysis

AI 10-K Disclosure Analysis Agent

Analyzes SEC 10-K filings to identify key risks, narrative changes, and critical disclosures buried in text.

A dark gradient with glowing lines, representing data privacy and security.

Legal

Automated PII Redaction

Custom Redaction Rules

Bulk Document Processing

AI Automated Document Redaction Agent

Automatically finds and redacts sensitive information like PII and confidential terms from documents to ensure compliance.

Business

Cross-Platform Metrics

Trend Discovery

Performance Benchmarking

AI Business Intelligence & Analytics

Connects to CRMs, ERPs, documents; extracts KPIs, analyzes trends, delivers reliable business performance insights.

Blue and gray gradient for an operational/insurance technology page.

Insurance

FNOL Data Extraction

Severity & Complexity Scoring

Automated Claim Routing

AI Claims Triage Agent

Reads incoming claims, assesses complexity, and routes them to the correct team, accelerating the claims lifecycle.

Abstract dark blue and purple gradient, indicating data analysis and risk detection.

Legal

Portfolio-Level Baseline Creation

Outlier Clause Detection

Statistical Risk Analysis

AI Contract Anomaly Detection Agent

Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

Abstract blue gradient representing generative AI and creation.

Legal

Intelligent Template Application

Approved Clause Suggestion

Consistent Term Usage

AI Contract Drafting Agent

Generates first-draft contracts by suggesting clauses and structuring documents based on expert-guided templates.

Deep blue and teal gradient, symbolizing deep data analysis.

Legal

Full-Portfolio Indexing

Natural Language Q&A

Macro-Level Risk Analysis

AI Contract Repository Analysis Agent

Analyzes entire contract portfolios for macro-level risks and allows natural language Q&A across all documents.

Legal

Automated Clause ID

Legal Risk Spotting

Obligation Tracking

AI Contract Review Agent

Analyzes legal agreements: extracts critical terms, identifies non-standard clauses, tracks obligations swiftly.

Vibrant purple and orange gradient, representing creativity and customer insight.

Business

Thematic Analysis

Cross-Platform Aggregation

Sentiment Tracking

AI Customer Feedback Analysis Agent

Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

Abstract dark blue gradient representing legal document analysis.

Real Estate

Legal Description Parsing

Chain of Title Mapping

Encumbrance Detection

AI Deed Analysis Agent

Reads property deeds to extract legal descriptions, chain of title, and identify potential title defects.

Abstract gold and dark blue gradient for a finance page.

Finance

Financial Projection Extraction

Assumption Verification

WACC Input Sourcing

AI Discounted Cash Flow (DCF) Modeling Agent

A specialized agent that extracts the necessary inputs from financial documents to build and analyze DCF valuation models.

A split gradient of red and blue, symbolizing comparison and differences.

Business

Semantic Redlining

Cross-Format Comparison

Change Summarization

AI Document Comparison & Redlining Agent

Compares document versions or two different documents to highlight material alterations and substantive differences.

Abstract blue and green gradient background for technology page.

Tax

Universal Format Processing

Automated Data Validation

ERP Integration

AI E-Invoicing Agent

Interprets any structured e-invoice format (Peppol, UBL, CII) for flawless data extraction and system integration.

Abstract gold and blue gradient, representing savings and finance.

Tax

Discount Term Extraction

Opportunity Prioritization

Deadline Tracking

AI Early Payment Discount Identification Agent

A specialized agent that scans invoices and contracts to proactively find and flag early payment discount opportunities.

Finance

Financial Data Verification

Document Systemization

Investment Risk ID

AI Financial Due Diligence Agent

Analyzes complex deal documents: verifies financials, organizes information, flags risks for investment decisions.

Abstract blue and yellow gradient, representing data and finance.

Tax

Multi-Way Matching Logic

Cross-System Data Ingestion

Automated Exception Flagging

AI Financial Reconciliation Agent

Performs multi-way matching of records from bank statements, invoices, and general ledger to identify discrepancies.

Finance

Key Metric Extraction

Financial Trend Analysis

Ratio Calculation

AI Financial Statement Analysis Agent

Extracts key metrics, identifies trends, calculates ratios from financial statements and 10-Q reports with accuracy.

A gradient of blue and gray, representing logistics and data.

Logistics

Automated 3-Way Matching

Logistics Document Parsing

Accessorial Charge Validation

AI Freight Invoice Matching Agent (3-Way Match)

A specialized logistics agent that performs a 3-way match between freight invoices, POs, and bills of lading.

Finance

Performance Metrics

Market Comparisons

ROI Calculation

AI Investment Analysis Agent

Evaluates financial opportunities: analyzes performance, compares market positions, calculates returns from documents.

Abstract blue and green gradient.

Real Estate

Critical Date Extraction

Financial Clause Analysis

Standardized Abstract Generation

AI Lease Abstraction Agent

The core industry solution for extracting data points from commercial lease agreements into a structured format.

Legal

Precedent Discovery

Statute Analysis

Citation Verification

AI Legal Research Agent

Finds cases, maps regulations, analyzes legal precedents across document sets with source verification.

Vibrant blue and purple gradient, representing global data and intelligence.

Business

Automated Web Research

Multi-Source Synthesis

Structured Report Generation

AI Market Intelligence & Research Agent

Uses AI web search to perform multi-source online research and synthesizes findings into a structured briefing document.

Legal

Regulation Mapping

Automated Audits

Violation Detection

AI Regulatory Compliance Agent

Maps regulations to documents, checks compliance, flags violations, quantifies risk for streamlined adherence checks.

A gradient of green and blue, representing growth and intelligence.

Business

RFP Requirement Parsing

Knowledge Hub Retrieval (RAG)

Automated Response Drafting

AI RFP Response Generation Agent

Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

A gradient of amber and dark gray, representing caution and industrial logistics.

Logistics

Contractual Risk Parsing

Logistics Data Anomaly Detection

External Event Monitoring

AI Supply Chain Risk & Resiliency Agent

Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

Professional deep blue and gray gradient for a compliance-focused technology page.

Tax

Notice Classification & Triage

Deadline & Requirement Extraction

Automated Response Drafting

AI Tax Authority Correspondence Agent

Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

Abstract dark blue and purple gradient.

Tax

Tax Clause Identification

Cross-Border Risk Flagging

Tax Risk Categorization

AI Tax Exposure Analysis Agent

Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

Abstract blue and purple gradient background for legal/compliance page.

Tax

Jurisdiction-Specific Logic

Transaction Classification

Real-Time Rate Check

AI VAT Compliance Agent

Verifies VAT treatment on transactions against real-time, jurisdiction-specific tax laws to ensure compliance.

Business

Topic Extraction

Decision Logging

Action Item Capture

Business Meeting Analysis Agent

Extracts topics, decisions, action items from meeting notes and transcripts for concise, actionable summaries.

Business

KPI Tracking

Performance Trend ID

Measurement Standardization

Business Performance Analysis Agent

Extracts, standardizes key business metrics from reports and presentations to monitor performance and identify trends.

Business

Task Identification

Assignment Tracking

Deadline Monitoring

Business Task Management Agent

Extracts tasks from business documents like notes and emails, identifies assignees, tracks deadlines for accountability.

Real Estate

Lease Term Extraction

Rent Structure Analysis

Obligation Tracking

Commercial Lease Analysis Agent

Reviews commercial leases: extracts key terms, analyzes rent structures, tracks obligations, ensures compliance.

Real Estate

Market Rate Comparison

Value Estimation

Feature Analysis

Commercial Property Valuation Agent

Determines property values: analyzes listings, compares market rates, assesses features for transparent assessments.

Legal

Clause Identification

Risk Spotting

Compliance Assessment

Contract Analysis Agent

Analyzes legal contracts: extracts critical terms, identifies non-standard clauses, assesses compliance, speeds review.

Finance

Automated Data Extraction

Insight Generation

Data Room Risk ID

Data Room Analysis Agent

Analyzes investment data rooms, extracts key metrics, identifies risks, and organizes data for faster deal evaluation.

Logistics

Accuracy Checking

Regulatory Compliance

Error Detection

Document Validation Agent

Reviews shipping documents: validates accuracy, ensures compliance, detects critical errors, prevents costly delays.

Finance

Valuation Model Inputs

Comparable Analysis

Multiple Calculation

Financial Valuation Agent

Extracts inputs for valuation models, conducts comparable company analysis, calculates multiples for valuations.

Insurance

Claim Validation

Coverage Verification

Payment Calculation

Insurance Claims Automation Agent

Validates claims, verifies policy coverage, auto-calculates payments, streamlining insurance claims handling.

Insurance

Policy Provision Mapping

Insurance Gap Analysis

Requirement Checking

Insurance Coverage Analysis Agent

Verifies insurance policy coverage: maps provisions to requirements, identifies gaps, ensures compliance.

Insurance

Coverage Detail Extraction

Policy Term Comparison

Gap Identification

Insurance Policy Review Agent

Reviews insurance documents: extracts coverage details, analyzes policy terms, converts them to structured data.

Insurance

Hazard Analysis

Safety Protocol Review

Recommendation Generation

Insurance Risk Assessment Agent

Assesses insurance risks by analyzing engineering reports and safety documents for actionable underwriter insights.

Finance

Risk Factor Assessment

Financial Data Extraction

Legal Term Parsing

Investment Document Analysis Agent

Reviews IPO documents and offering memoranda: extracts financial summaries, assesses risks, parses legal terms.

Legal

Financial Verification

Document Systemization

Diligence Risk Flagging

Legal Due Diligence Agent

Processes financial, legal documents for due diligence; automates data extraction, identifies risks, generates reports.

Legal

Case Law Analysis

Regulation Lookup

Precedent Discovery

Legal Q&A Agent

Analyzes vast legal data to provide accurate answers to complex legal questions, complete with relevant citations.

Legal

Legal Risk Classification

Impact Assessment

Mitigation Suggestions

Legal Risk Identification Agent

Identifies, categorizes legal risks in documents; assesses impact; provides targeted mitigation recommendations.

Logistics

Expense Calculation

Rate Comparison

Spend Tracking

Logistics Cost Optimization Agent

Automates freight invoice processing, compares carrier rates, tracks logistics expenses for cost-saving opportunities.

Logistics

Route Efficiency Analysis

Timeline Optimization

Capacity Planning

Logistics Route Planning Agent

Analyzes shipping patterns and constraints for efficient transport plans, optimizing delivery timelines and vehicle use.

Logistics

Real-Time Status

Delay Prediction

Location Monitoring

Logistics Shipment Monitoring Agent

Monitors shipping documents and carrier data for real-time status, delay predictions, and delivery verifications.

Business

Competitor Tracking

SWOT Generation

Pricing Intelligence

Market Competition Analysis Agent

Monitors competitors and market dynamics through automated web data collection, providing real-time strategic insights.

Insurance

Applicant Data Extraction

Automated Verification

Compliance Checks

Policy Application Processing Agent

Extracts, verifies applicant data from policy applications, documents for faster, accurate, compliant processing.

Finance

Asset Allocation Analysis

Performance Optimization

Regulatory Adherence

Portfolio Rebalancing Agent

Analyzes investment portfolios, optimizes asset allocations by performance and market conditions, ensures adherence.

Business

Progress Monitoring

Timeline Analysis

Resource Tracking

Project Management & Monitoring Agent

Monitors project documents and systems for real-time visibility of progress, timelines, resource use, potential delays.

Insurance

Automated Document Review

Risk Factor Extraction

Policy Compliance Check

Property Insurance Analysis Agent

Processes property insurance documents: extracts key data, evaluates risks, generates actionable, structured reports.

Real Estate

Market Trend Analysis

Property ROI Estimation

Investment Risk Evaluation

Property Investment Analysis Agent

Evaluates property investments: analyzes market trends, estimates ROI, assesses risks from diverse data sources.

Real Estate

Market Trend ID

Competitive Analysis

Demand Assessment

Real Estate Market Analysis Agent

Identifies real estate trends, compares market positions, assesses demand via market reports and competitive data.

Real Estate

Hazard Identification

Property Compliance Check

Safety Evaluation

Real Estate Risk Evaluation Agent

Identifies property-related risks by analyzing inspection reports, compliance documents, and location data.

Industry

All

Finance

Insurance

Legal

Real Estate

Tax

Business

Logistics

Abstract dark blue and gold gradient representing finance and legal analysis.

Tax

Comparative (YoY) Analysis

Narrative Risk Extraction

MD&A Thematic Analysis

AI 10-K Disclosure Analysis Agent

Analyzes SEC 10-K filings to identify key risks, narrative changes, and critical disclosures buried in text.

A dark gradient with glowing lines, representing data privacy and security.

Legal

Automated PII Redaction

Custom Redaction Rules

Bulk Document Processing

AI Automated Document Redaction Agent

Automatically finds and redacts sensitive information like PII and confidential terms from documents to ensure compliance.

Business

Cross-Platform Metrics

Trend Discovery

Performance Benchmarking

AI Business Intelligence & Analytics

Connects to CRMs, ERPs, documents; extracts KPIs, analyzes trends, delivers reliable business performance insights.

Blue and gray gradient for an operational/insurance technology page.

Insurance

FNOL Data Extraction

Severity & Complexity Scoring

Automated Claim Routing

AI Claims Triage Agent

Reads incoming claims, assesses complexity, and routes them to the correct team, accelerating the claims lifecycle.

Abstract dark blue and purple gradient, indicating data analysis and risk detection.

Legal

Portfolio-Level Baseline Creation

Outlier Clause Detection

Statistical Risk Analysis

AI Contract Anomaly Detection Agent

Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

Abstract blue gradient representing generative AI and creation.

Legal

Intelligent Template Application

Approved Clause Suggestion

Consistent Term Usage

AI Contract Drafting Agent

Generates first-draft contracts by suggesting clauses and structuring documents based on expert-guided templates.

Deep blue and teal gradient, symbolizing deep data analysis.

Legal

Full-Portfolio Indexing

Natural Language Q&A

Macro-Level Risk Analysis

AI Contract Repository Analysis Agent

Analyzes entire contract portfolios for macro-level risks and allows natural language Q&A across all documents.

Legal

Automated Clause ID

Legal Risk Spotting

Obligation Tracking

AI Contract Review Agent

Analyzes legal agreements: extracts critical terms, identifies non-standard clauses, tracks obligations swiftly.

Vibrant purple and orange gradient, representing creativity and customer insight.

Business

Thematic Analysis

Cross-Platform Aggregation

Sentiment Tracking

AI Customer Feedback Analysis Agent

Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

Abstract dark blue gradient representing legal document analysis.

Real Estate

Legal Description Parsing

Chain of Title Mapping

Encumbrance Detection

AI Deed Analysis Agent

Reads property deeds to extract legal descriptions, chain of title, and identify potential title defects.

Abstract gold and dark blue gradient for a finance page.

Finance

Financial Projection Extraction

Assumption Verification

WACC Input Sourcing

AI Discounted Cash Flow (DCF) Modeling Agent

A specialized agent that extracts the necessary inputs from financial documents to build and analyze DCF valuation models.

A split gradient of red and blue, symbolizing comparison and differences.

Business

Semantic Redlining

Cross-Format Comparison

Change Summarization

AI Document Comparison & Redlining Agent

Compares document versions or two different documents to highlight material alterations and substantive differences.

Abstract blue and green gradient background for technology page.

Tax

Universal Format Processing

Automated Data Validation

ERP Integration

AI E-Invoicing Agent

Interprets any structured e-invoice format (Peppol, UBL, CII) for flawless data extraction and system integration.

Abstract gold and blue gradient, representing savings and finance.

Tax

Discount Term Extraction

Opportunity Prioritization

Deadline Tracking

AI Early Payment Discount Identification Agent

A specialized agent that scans invoices and contracts to proactively find and flag early payment discount opportunities.

Finance

Financial Data Verification

Document Systemization

Investment Risk ID

AI Financial Due Diligence Agent

Analyzes complex deal documents: verifies financials, organizes information, flags risks for investment decisions.

Abstract blue and yellow gradient, representing data and finance.

Tax

Multi-Way Matching Logic

Cross-System Data Ingestion

Automated Exception Flagging

AI Financial Reconciliation Agent

Performs multi-way matching of records from bank statements, invoices, and general ledger to identify discrepancies.

Finance

Key Metric Extraction

Financial Trend Analysis

Ratio Calculation

AI Financial Statement Analysis Agent

Extracts key metrics, identifies trends, calculates ratios from financial statements and 10-Q reports with accuracy.

A gradient of blue and gray, representing logistics and data.

Logistics

Automated 3-Way Matching

Logistics Document Parsing

Accessorial Charge Validation

AI Freight Invoice Matching Agent (3-Way Match)

A specialized logistics agent that performs a 3-way match between freight invoices, POs, and bills of lading.

Finance

Performance Metrics

Market Comparisons

ROI Calculation

AI Investment Analysis Agent

Evaluates financial opportunities: analyzes performance, compares market positions, calculates returns from documents.

Abstract blue and green gradient.

Real Estate

Critical Date Extraction

Financial Clause Analysis

Standardized Abstract Generation

AI Lease Abstraction Agent

The core industry solution for extracting data points from commercial lease agreements into a structured format.

Legal

Precedent Discovery

Statute Analysis

Citation Verification

AI Legal Research Agent

Finds cases, maps regulations, analyzes legal precedents across document sets with source verification.

Vibrant blue and purple gradient, representing global data and intelligence.

Business

Automated Web Research

Multi-Source Synthesis

Structured Report Generation

AI Market Intelligence & Research Agent

Uses AI web search to perform multi-source online research and synthesizes findings into a structured briefing document.

Legal

Regulation Mapping

Automated Audits

Violation Detection

AI Regulatory Compliance Agent

Maps regulations to documents, checks compliance, flags violations, quantifies risk for streamlined adherence checks.

A gradient of green and blue, representing growth and intelligence.

Business

RFP Requirement Parsing

Knowledge Hub Retrieval (RAG)

Automated Response Drafting

AI RFP Response Generation Agent

Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

A gradient of amber and dark gray, representing caution and industrial logistics.

Logistics

Contractual Risk Parsing

Logistics Data Anomaly Detection

External Event Monitoring

AI Supply Chain Risk & Resiliency Agent

Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

Professional deep blue and gray gradient for a compliance-focused technology page.

Tax

Notice Classification & Triage

Deadline & Requirement Extraction

Automated Response Drafting

AI Tax Authority Correspondence Agent

Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

Abstract dark blue and purple gradient.

Tax

Tax Clause Identification

Cross-Border Risk Flagging

Tax Risk Categorization

AI Tax Exposure Analysis Agent

Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

Abstract blue and purple gradient background for legal/compliance page.

Tax

Jurisdiction-Specific Logic

Transaction Classification

Real-Time Rate Check

AI VAT Compliance Agent

Verifies VAT treatment on transactions against real-time, jurisdiction-specific tax laws to ensure compliance.

Business

Topic Extraction

Decision Logging

Action Item Capture

Business Meeting Analysis Agent

Extracts topics, decisions, action items from meeting notes and transcripts for concise, actionable summaries.

Business

KPI Tracking

Performance Trend ID

Measurement Standardization

Business Performance Analysis Agent

Extracts, standardizes key business metrics from reports and presentations to monitor performance and identify trends.

Business

Task Identification

Assignment Tracking

Deadline Monitoring

Business Task Management Agent

Extracts tasks from business documents like notes and emails, identifies assignees, tracks deadlines for accountability.

Real Estate

Lease Term Extraction

Rent Structure Analysis

Obligation Tracking

Commercial Lease Analysis Agent

Reviews commercial leases: extracts key terms, analyzes rent structures, tracks obligations, ensures compliance.

Real Estate

Market Rate Comparison

Value Estimation

Feature Analysis

Commercial Property Valuation Agent

Determines property values: analyzes listings, compares market rates, assesses features for transparent assessments.

Legal

Clause Identification

Risk Spotting

Compliance Assessment

Contract Analysis Agent

Analyzes legal contracts: extracts critical terms, identifies non-standard clauses, assesses compliance, speeds review.

Finance

Automated Data Extraction

Insight Generation

Data Room Risk ID

Data Room Analysis Agent

Analyzes investment data rooms, extracts key metrics, identifies risks, and organizes data for faster deal evaluation.

Logistics

Accuracy Checking

Regulatory Compliance

Error Detection

Document Validation Agent

Reviews shipping documents: validates accuracy, ensures compliance, detects critical errors, prevents costly delays.

Finance

Valuation Model Inputs

Comparable Analysis

Multiple Calculation

Financial Valuation Agent

Extracts inputs for valuation models, conducts comparable company analysis, calculates multiples for valuations.

Insurance

Claim Validation

Coverage Verification

Payment Calculation

Insurance Claims Automation Agent

Validates claims, verifies policy coverage, auto-calculates payments, streamlining insurance claims handling.

Insurance

Policy Provision Mapping

Insurance Gap Analysis

Requirement Checking

Insurance Coverage Analysis Agent

Verifies insurance policy coverage: maps provisions to requirements, identifies gaps, ensures compliance.

Insurance

Coverage Detail Extraction

Policy Term Comparison

Gap Identification

Insurance Policy Review Agent

Reviews insurance documents: extracts coverage details, analyzes policy terms, converts them to structured data.

Insurance

Hazard Analysis

Safety Protocol Review

Recommendation Generation

Insurance Risk Assessment Agent

Assesses insurance risks by analyzing engineering reports and safety documents for actionable underwriter insights.

Finance

Risk Factor Assessment

Financial Data Extraction

Legal Term Parsing

Investment Document Analysis Agent

Reviews IPO documents and offering memoranda: extracts financial summaries, assesses risks, parses legal terms.

Legal

Financial Verification

Document Systemization

Diligence Risk Flagging

Legal Due Diligence Agent

Processes financial, legal documents for due diligence; automates data extraction, identifies risks, generates reports.

Legal

Case Law Analysis

Regulation Lookup

Precedent Discovery

Legal Q&A Agent

Analyzes vast legal data to provide accurate answers to complex legal questions, complete with relevant citations.

Legal

Legal Risk Classification

Impact Assessment

Mitigation Suggestions

Legal Risk Identification Agent

Identifies, categorizes legal risks in documents; assesses impact; provides targeted mitigation recommendations.

Logistics

Expense Calculation

Rate Comparison

Spend Tracking

Logistics Cost Optimization Agent

Automates freight invoice processing, compares carrier rates, tracks logistics expenses for cost-saving opportunities.

Logistics

Route Efficiency Analysis

Timeline Optimization

Capacity Planning

Logistics Route Planning Agent

Analyzes shipping patterns and constraints for efficient transport plans, optimizing delivery timelines and vehicle use.

Logistics

Real-Time Status

Delay Prediction

Location Monitoring

Logistics Shipment Monitoring Agent

Monitors shipping documents and carrier data for real-time status, delay predictions, and delivery verifications.

Business

Competitor Tracking

SWOT Generation

Pricing Intelligence

Market Competition Analysis Agent

Monitors competitors and market dynamics through automated web data collection, providing real-time strategic insights.

Insurance

Applicant Data Extraction

Automated Verification

Compliance Checks

Policy Application Processing Agent

Extracts, verifies applicant data from policy applications, documents for faster, accurate, compliant processing.

Finance

Asset Allocation Analysis

Performance Optimization

Regulatory Adherence

Portfolio Rebalancing Agent

Analyzes investment portfolios, optimizes asset allocations by performance and market conditions, ensures adherence.

Business

Progress Monitoring

Timeline Analysis

Resource Tracking

Project Management & Monitoring Agent

Monitors project documents and systems for real-time visibility of progress, timelines, resource use, potential delays.

Insurance

Automated Document Review

Risk Factor Extraction

Policy Compliance Check

Property Insurance Analysis Agent

Processes property insurance documents: extracts key data, evaluates risks, generates actionable, structured reports.

Real Estate

Market Trend Analysis

Property ROI Estimation

Investment Risk Evaluation

Property Investment Analysis Agent

Evaluates property investments: analyzes market trends, estimates ROI, assesses risks from diverse data sources.

Real Estate

Market Trend ID

Competitive Analysis

Demand Assessment

Real Estate Market Analysis Agent

Identifies real estate trends, compares market positions, assesses demand via market reports and competitive data.

Real Estate

Hazard Identification

Property Compliance Check

Safety Evaluation

Real Estate Risk Evaluation Agent

Identifies property-related risks by analyzing inspection reports, compliance documents, and location data.

Industry

All

Finance

Insurance

Legal

Real Estate

Tax

Business

Logistics

Abstract dark blue and gold gradient representing finance and legal analysis.

Tax

Comparative (YoY) Analysis

Narrative Risk Extraction

MD&A Thematic Analysis

AI 10-K Disclosure Analysis Agent

Analyzes SEC 10-K filings to identify key risks, narrative changes, and critical disclosures buried in text.

A dark gradient with glowing lines, representing data privacy and security.

Legal

Automated PII Redaction

Custom Redaction Rules

Bulk Document Processing

AI Automated Document Redaction Agent

Automatically finds and redacts sensitive information like PII and confidential terms from documents to ensure compliance.

Business

Cross-Platform Metrics

Trend Discovery

Performance Benchmarking

AI Business Intelligence & Analytics

Connects to CRMs, ERPs, documents; extracts KPIs, analyzes trends, delivers reliable business performance insights.

Blue and gray gradient for an operational/insurance technology page.

Insurance

FNOL Data Extraction

Severity & Complexity Scoring

Automated Claim Routing

AI Claims Triage Agent

Reads incoming claims, assesses complexity, and routes them to the correct team, accelerating the claims lifecycle.

Abstract dark blue and purple gradient, indicating data analysis and risk detection.

Legal

Portfolio-Level Baseline Creation

Outlier Clause Detection

Statistical Risk Analysis

AI Contract Anomaly Detection Agent

Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

Abstract blue gradient representing generative AI and creation.

Legal

Intelligent Template Application

Approved Clause Suggestion

Consistent Term Usage

AI Contract Drafting Agent

Generates first-draft contracts by suggesting clauses and structuring documents based on expert-guided templates.

Deep blue and teal gradient, symbolizing deep data analysis.

Legal

Full-Portfolio Indexing

Natural Language Q&A

Macro-Level Risk Analysis

AI Contract Repository Analysis Agent

Analyzes entire contract portfolios for macro-level risks and allows natural language Q&A across all documents.

Legal

Automated Clause ID

Legal Risk Spotting

Obligation Tracking

AI Contract Review Agent

Analyzes legal agreements: extracts critical terms, identifies non-standard clauses, tracks obligations swiftly.

Vibrant purple and orange gradient, representing creativity and customer insight.

Business

Thematic Analysis

Cross-Platform Aggregation

Sentiment Tracking

AI Customer Feedback Analysis Agent

Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

Abstract dark blue gradient representing legal document analysis.

Real Estate

Legal Description Parsing

Chain of Title Mapping

Encumbrance Detection

AI Deed Analysis Agent

Reads property deeds to extract legal descriptions, chain of title, and identify potential title defects.

Abstract gold and dark blue gradient for a finance page.

Finance

Financial Projection Extraction

Assumption Verification

WACC Input Sourcing

AI Discounted Cash Flow (DCF) Modeling Agent

A specialized agent that extracts the necessary inputs from financial documents to build and analyze DCF valuation models.

A split gradient of red and blue, symbolizing comparison and differences.

Business

Semantic Redlining

Cross-Format Comparison

Change Summarization

AI Document Comparison & Redlining Agent

Compares document versions or two different documents to highlight material alterations and substantive differences.

Abstract blue and green gradient background for technology page.

Tax

Universal Format Processing

Automated Data Validation

ERP Integration

AI E-Invoicing Agent

Interprets any structured e-invoice format (Peppol, UBL, CII) for flawless data extraction and system integration.

Abstract gold and blue gradient, representing savings and finance.

Tax

Discount Term Extraction

Opportunity Prioritization

Deadline Tracking

AI Early Payment Discount Identification Agent

A specialized agent that scans invoices and contracts to proactively find and flag early payment discount opportunities.

Finance

Financial Data Verification

Document Systemization

Investment Risk ID

AI Financial Due Diligence Agent

Analyzes complex deal documents: verifies financials, organizes information, flags risks for investment decisions.

Abstract blue and yellow gradient, representing data and finance.

Tax

Multi-Way Matching Logic

Cross-System Data Ingestion

Automated Exception Flagging

AI Financial Reconciliation Agent

Performs multi-way matching of records from bank statements, invoices, and general ledger to identify discrepancies.

Finance

Key Metric Extraction

Financial Trend Analysis

Ratio Calculation

AI Financial Statement Analysis Agent

Extracts key metrics, identifies trends, calculates ratios from financial statements and 10-Q reports with accuracy.

A gradient of blue and gray, representing logistics and data.

Logistics

Automated 3-Way Matching

Logistics Document Parsing

Accessorial Charge Validation

AI Freight Invoice Matching Agent (3-Way Match)

A specialized logistics agent that performs a 3-way match between freight invoices, POs, and bills of lading.

Finance

Performance Metrics

Market Comparisons

ROI Calculation

AI Investment Analysis Agent

Evaluates financial opportunities: analyzes performance, compares market positions, calculates returns from documents.

Abstract blue and green gradient.

Real Estate

Critical Date Extraction

Financial Clause Analysis

Standardized Abstract Generation

AI Lease Abstraction Agent

The core industry solution for extracting data points from commercial lease agreements into a structured format.

Legal

Precedent Discovery

Statute Analysis

Citation Verification

AI Legal Research Agent

Finds cases, maps regulations, analyzes legal precedents across document sets with source verification.

Vibrant blue and purple gradient, representing global data and intelligence.

Business

Automated Web Research

Multi-Source Synthesis

Structured Report Generation

AI Market Intelligence & Research Agent

Uses AI web search to perform multi-source online research and synthesizes findings into a structured briefing document.

Legal

Regulation Mapping

Automated Audits

Violation Detection

AI Regulatory Compliance Agent

Maps regulations to documents, checks compliance, flags violations, quantifies risk for streamlined adherence checks.

A gradient of green and blue, representing growth and intelligence.

Business

RFP Requirement Parsing

Knowledge Hub Retrieval (RAG)

Automated Response Drafting

AI RFP Response Generation Agent

Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

A gradient of amber and dark gray, representing caution and industrial logistics.

Logistics

Contractual Risk Parsing

Logistics Data Anomaly Detection

External Event Monitoring

AI Supply Chain Risk & Resiliency Agent

Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

Professional deep blue and gray gradient for a compliance-focused technology page.

Tax

Notice Classification & Triage

Deadline & Requirement Extraction

Automated Response Drafting

AI Tax Authority Correspondence Agent

Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

Abstract dark blue and purple gradient.

Tax

Tax Clause Identification

Cross-Border Risk Flagging

Tax Risk Categorization

AI Tax Exposure Analysis Agent

Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

Abstract blue and purple gradient background for legal/compliance page.

Tax

Jurisdiction-Specific Logic

Transaction Classification

Real-Time Rate Check

AI VAT Compliance Agent

Verifies VAT treatment on transactions against real-time, jurisdiction-specific tax laws to ensure compliance.

Business

Topic Extraction

Decision Logging

Action Item Capture

Business Meeting Analysis Agent

Extracts topics, decisions, action items from meeting notes and transcripts for concise, actionable summaries.

Business

KPI Tracking

Performance Trend ID

Measurement Standardization

Business Performance Analysis Agent

Extracts, standardizes key business metrics from reports and presentations to monitor performance and identify trends.

Business

Task Identification

Assignment Tracking

Deadline Monitoring

Business Task Management Agent

Extracts tasks from business documents like notes and emails, identifies assignees, tracks deadlines for accountability.

Real Estate

Lease Term Extraction

Rent Structure Analysis

Obligation Tracking

Commercial Lease Analysis Agent

Reviews commercial leases: extracts key terms, analyzes rent structures, tracks obligations, ensures compliance.

Real Estate

Market Rate Comparison

Value Estimation

Feature Analysis

Commercial Property Valuation Agent

Determines property values: analyzes listings, compares market rates, assesses features for transparent assessments.

Legal

Clause Identification

Risk Spotting

Compliance Assessment

Contract Analysis Agent

Analyzes legal contracts: extracts critical terms, identifies non-standard clauses, assesses compliance, speeds review.

Finance

Automated Data Extraction

Insight Generation

Data Room Risk ID

Data Room Analysis Agent

Analyzes investment data rooms, extracts key metrics, identifies risks, and organizes data for faster deal evaluation.

Logistics

Accuracy Checking

Regulatory Compliance

Error Detection

Document Validation Agent

Reviews shipping documents: validates accuracy, ensures compliance, detects critical errors, prevents costly delays.

Finance

Valuation Model Inputs

Comparable Analysis

Multiple Calculation

Financial Valuation Agent

Extracts inputs for valuation models, conducts comparable company analysis, calculates multiples for valuations.

Insurance

Claim Validation

Coverage Verification

Payment Calculation

Insurance Claims Automation Agent

Validates claims, verifies policy coverage, auto-calculates payments, streamlining insurance claims handling.

Insurance

Policy Provision Mapping

Insurance Gap Analysis

Requirement Checking

Insurance Coverage Analysis Agent

Verifies insurance policy coverage: maps provisions to requirements, identifies gaps, ensures compliance.

Insurance

Coverage Detail Extraction

Policy Term Comparison

Gap Identification

Insurance Policy Review Agent

Reviews insurance documents: extracts coverage details, analyzes policy terms, converts them to structured data.

Insurance

Hazard Analysis

Safety Protocol Review

Recommendation Generation

Insurance Risk Assessment Agent

Assesses insurance risks by analyzing engineering reports and safety documents for actionable underwriter insights.

Finance

Risk Factor Assessment

Financial Data Extraction

Legal Term Parsing

Investment Document Analysis Agent

Reviews IPO documents and offering memoranda: extracts financial summaries, assesses risks, parses legal terms.

Legal

Financial Verification

Document Systemization

Diligence Risk Flagging

Legal Due Diligence Agent

Processes financial, legal documents for due diligence; automates data extraction, identifies risks, generates reports.

Legal

Case Law Analysis

Regulation Lookup

Precedent Discovery

Legal Q&A Agent

Analyzes vast legal data to provide accurate answers to complex legal questions, complete with relevant citations.

Legal

Legal Risk Classification

Impact Assessment

Mitigation Suggestions

Legal Risk Identification Agent

Identifies, categorizes legal risks in documents; assesses impact; provides targeted mitigation recommendations.

Logistics

Expense Calculation

Rate Comparison

Spend Tracking

Logistics Cost Optimization Agent

Automates freight invoice processing, compares carrier rates, tracks logistics expenses for cost-saving opportunities.

Logistics

Route Efficiency Analysis

Timeline Optimization

Capacity Planning

Logistics Route Planning Agent

Analyzes shipping patterns and constraints for efficient transport plans, optimizing delivery timelines and vehicle use.

Logistics

Real-Time Status

Delay Prediction

Location Monitoring

Logistics Shipment Monitoring Agent

Monitors shipping documents and carrier data for real-time status, delay predictions, and delivery verifications.

Business

Competitor Tracking

SWOT Generation

Pricing Intelligence

Market Competition Analysis Agent

Monitors competitors and market dynamics through automated web data collection, providing real-time strategic insights.

Insurance

Applicant Data Extraction

Automated Verification

Compliance Checks

Policy Application Processing Agent

Extracts, verifies applicant data from policy applications, documents for faster, accurate, compliant processing.

Finance

Asset Allocation Analysis

Performance Optimization

Regulatory Adherence

Portfolio Rebalancing Agent

Analyzes investment portfolios, optimizes asset allocations by performance and market conditions, ensures adherence.

Business

Progress Monitoring

Timeline Analysis

Resource Tracking

Project Management & Monitoring Agent

Monitors project documents and systems for real-time visibility of progress, timelines, resource use, potential delays.

Insurance

Automated Document Review

Risk Factor Extraction

Policy Compliance Check

Property Insurance Analysis Agent

Processes property insurance documents: extracts key data, evaluates risks, generates actionable, structured reports.

Real Estate

Market Trend Analysis

Property ROI Estimation

Investment Risk Evaluation

Property Investment Analysis Agent

Evaluates property investments: analyzes market trends, estimates ROI, assesses risks from diverse data sources.

Real Estate

Market Trend ID

Competitive Analysis

Demand Assessment

Real Estate Market Analysis Agent

Identifies real estate trends, compares market positions, assesses demand via market reports and competitive data.

Real Estate

Hazard Identification

Property Compliance Check

Safety Evaluation

Real Estate Risk Evaluation Agent

Identifies property-related risks by analyzing inspection reports, compliance documents, and location data.

Industry

All

Finance

Insurance

Legal

Real Estate

Tax

Business

Logistics

Can't find what you're looking for?

Book a demo and build your AI Agent with one of our experts.

Abstract dark blue and gold gradient representing finance and legal analysis.

AI 10-K Disclosure Analysis Agent

Analyzes SEC 10-K filings to identify key risks, narrative changes, and critical disclosures buried in text.

A dark gradient with glowing lines, representing data privacy and security.

AI Automated Document Redaction Agent

Automatically finds and redacts sensitive information like PII and confidential terms from documents to ensure compliance.

AI Business Intelligence & Analytics

Connects to CRMs, ERPs, documents; extracts KPIs, analyzes trends, delivers reliable business performance insights.

Blue and gray gradient for an operational/insurance technology page.

AI Claims Triage Agent

Reads incoming claims, assesses complexity, and routes them to the correct team, accelerating the claims lifecycle.

Abstract dark blue and purple gradient, indicating data analysis and risk detection.

AI Contract Anomaly Detection Agent

Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

Abstract blue gradient representing generative AI and creation.

AI Contract Drafting Agent

Generates first-draft contracts by suggesting clauses and structuring documents based on expert-guided templates.

Deep blue and teal gradient, symbolizing deep data analysis.

AI Contract Repository Analysis Agent

Analyzes entire contract portfolios for macro-level risks and allows natural language Q&A across all documents.

AI Contract Review Agent

Analyzes legal agreements: extracts critical terms, identifies non-standard clauses, tracks obligations swiftly.

Vibrant purple and orange gradient, representing creativity and customer insight.

AI Customer Feedback Analysis Agent

Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

Abstract dark blue gradient representing legal document analysis.

AI Deed Analysis Agent

Reads property deeds to extract legal descriptions, chain of title, and identify potential title defects.

Abstract gold and dark blue gradient for a finance page.

AI Discounted Cash Flow (DCF) Modeling Agent

A specialized agent that extracts the necessary inputs from financial documents to build and analyze DCF valuation models.

A split gradient of red and blue, symbolizing comparison and differences.

AI Document Comparison & Redlining Agent

Compares document versions or two different documents to highlight material alterations and substantive differences.

Abstract blue and green gradient background for technology page.

AI E-Invoicing Agent

Interprets any structured e-invoice format (Peppol, UBL, CII) for flawless data extraction and system integration.

Abstract gold and blue gradient, representing savings and finance.

AI Early Payment Discount Identification Agent

A specialized agent that scans invoices and contracts to proactively find and flag early payment discount opportunities.

AI Financial Due Diligence Agent

Analyzes complex deal documents: verifies financials, organizes information, flags risks for investment decisions.

Abstract blue and yellow gradient, representing data and finance.

AI Financial Reconciliation Agent

Performs multi-way matching of records from bank statements, invoices, and general ledger to identify discrepancies.

AI Financial Statement Analysis Agent

Extracts key metrics, identifies trends, calculates ratios from financial statements and 10-Q reports with accuracy.

A gradient of blue and gray, representing logistics and data.

AI Freight Invoice Matching Agent (3-Way Match)

A specialized logistics agent that performs a 3-way match between freight invoices, POs, and bills of lading.

AI Investment Analysis Agent

Evaluates financial opportunities: analyzes performance, compares market positions, calculates returns from documents.

Abstract blue and green gradient.

AI Lease Abstraction Agent

The core industry solution for extracting data points from commercial lease agreements into a structured format.

AI Legal Research Agent

Finds cases, maps regulations, analyzes legal precedents across document sets with source verification.

Vibrant blue and purple gradient, representing global data and intelligence.

AI Market Intelligence & Research Agent

Uses AI web search to perform multi-source online research and synthesizes findings into a structured briefing document.

AI Regulatory Compliance Agent

Maps regulations to documents, checks compliance, flags violations, quantifies risk for streamlined adherence checks.

A gradient of green and blue, representing growth and intelligence.

AI RFP Response Generation Agent

Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

A gradient of amber and dark gray, representing caution and industrial logistics.

AI Supply Chain Risk & Resiliency Agent

Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

Professional deep blue and gray gradient for a compliance-focused technology page.

AI Tax Authority Correspondence Agent

Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

Abstract dark blue and purple gradient.

AI Tax Exposure Analysis Agent

Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

Abstract blue and purple gradient background for legal/compliance page.

AI VAT Compliance Agent

Verifies VAT treatment on transactions against real-time, jurisdiction-specific tax laws to ensure compliance.

Business Meeting Analysis Agent

Extracts topics, decisions, action items from meeting notes and transcripts for concise, actionable summaries.

Business Performance Analysis Agent

Extracts, standardizes key business metrics from reports and presentations to monitor performance and identify trends.

Business Task Management Agent

Extracts tasks from business documents like notes and emails, identifies assignees, tracks deadlines for accountability.

Commercial Lease Analysis Agent

Reviews commercial leases: extracts key terms, analyzes rent structures, tracks obligations, ensures compliance.

Commercial Property Valuation Agent

Determines property values: analyzes listings, compares market rates, assesses features for transparent assessments.

Contract Analysis Agent

Analyzes legal contracts: extracts critical terms, identifies non-standard clauses, assesses compliance, speeds review.

Data Room Analysis Agent

Analyzes investment data rooms, extracts key metrics, identifies risks, and organizes data for faster deal evaluation.

Document Validation Agent

Reviews shipping documents: validates accuracy, ensures compliance, detects critical errors, prevents costly delays.

Financial Valuation Agent

Extracts inputs for valuation models, conducts comparable company analysis, calculates multiples for valuations.

Insurance Claims Automation Agent

Validates claims, verifies policy coverage, auto-calculates payments, streamlining insurance claims handling.

Insurance Coverage Analysis Agent

Verifies insurance policy coverage: maps provisions to requirements, identifies gaps, ensures compliance.

Insurance Policy Review Agent

Reviews insurance documents: extracts coverage details, analyzes policy terms, converts them to structured data.

Insurance Risk Assessment Agent

Assesses insurance risks by analyzing engineering reports and safety documents for actionable underwriter insights.

Investment Document Analysis Agent

Reviews IPO documents and offering memoranda: extracts financial summaries, assesses risks, parses legal terms.

Legal Due Diligence Agent

Processes financial, legal documents for due diligence; automates data extraction, identifies risks, generates reports.

Legal Q&A Agent

Analyzes vast legal data to provide accurate answers to complex legal questions, complete with relevant citations.

Legal Risk Identification Agent

Identifies, categorizes legal risks in documents; assesses impact; provides targeted mitigation recommendations.

Logistics Cost Optimization Agent

Automates freight invoice processing, compares carrier rates, tracks logistics expenses for cost-saving opportunities.

Logistics Route Planning Agent

Analyzes shipping patterns and constraints for efficient transport plans, optimizing delivery timelines and vehicle use.

Logistics Shipment Monitoring Agent

Monitors shipping documents and carrier data for real-time status, delay predictions, and delivery verifications.

Market Competition Analysis Agent

Monitors competitors and market dynamics through automated web data collection, providing real-time strategic insights.

Policy Application Processing Agent

Extracts, verifies applicant data from policy applications, documents for faster, accurate, compliant processing.

Portfolio Rebalancing Agent

Analyzes investment portfolios, optimizes asset allocations by performance and market conditions, ensures adherence.

Project Management & Monitoring Agent

Monitors project documents and systems for real-time visibility of progress, timelines, resource use, potential delays.

Property Insurance Analysis Agent

Processes property insurance documents: extracts key data, evaluates risks, generates actionable, structured reports.

Property Investment Analysis Agent

Evaluates property investments: analyzes market trends, estimates ROI, assesses risks from diverse data sources.

Real Estate Market Analysis Agent

Identifies real estate trends, compares market positions, assesses demand via market reports and competitive data.

Real Estate Risk Evaluation Agent

Identifies property-related risks by analyzing inspection reports, compliance documents, and location data.

Why V7 Go

Why V7 Go

Why V7 Go

Proof of concept in hours
Deployment in days

Start solving real problems from day one. 

No training, no data labeling, no hassle.

Experience intelligent document processing powered by GenAI. Hit accuracy rates around 99% across complex documents.

Outputs you can trust

V7 Go highlights document sections behind each output for quick, accurate verification.

Outputs you can trust

V7 Go highlights document sections behind each output for quick, accurate verification.

Outputs you can trust

V7 Go highlights document sections behind each output for quick, accurate verification.

No-code AI agents

Build multi-step automations that adapt to each case and document type. Use agents as AI assistants or integrate them seamlessly into processes behind the scenes via API.

No-code AI agents

Build multi-step automations that adapt to each case and document type. Use agents as AI assistants or integrate them seamlessly into processes behind the scenes via API.

No-code AI agents

Build multi-step automations that adapt to each case and document type. Use agents as AI assistants or integrate them seamlessly into processes behind the scenes via API.

Flexible integration options

Connect V7 Go to your legacy systems and existing insurance CRM software through our flexible API or native integrations.

Flexible integration options

Connect V7 Go to your legacy systems and existing insurance CRM software through our flexible API or native integrations.

Flexible integration options

Connect V7 Go to your legacy systems and existing insurance CRM software through our flexible API or native integrations.

Multi-modal support

Analyze any file format, from medical report photos, PDFs, and CSVs to PowerPoints, or even audio files.

Multi-modal support

Analyze any file format, from medical report photos, PDFs, and CSVs to PowerPoints, or even audio files.

Multi-modal support

Analyze any file format, from medical report photos, PDFs, and CSVs to PowerPoints, or even audio files.

AI agent integration

Customized AI agents designed

for your needs

Tell us about the data and processes you want to automate. We'll deliver a proof of concept and set up a custom AI agent within 7 days.

You’ll hear back in less than 24 hours

AI agent integration

Customized AI agents designed

for your needs

Tell us about the data and processes you want to automate. We'll deliver a proof of concept and set up a custom AI agent within 7 days.

You’ll hear back in less than 24 hours

Tell us about the data and processes you want to automate. We'll deliver a proof of concept and set up a custom AI agent within 7 days.

Customized AI agents designed

for your needs

Tell us about the data and processes you want to automate. We'll deliver a proof of concept and set up a custom AI agent within 7 days.