















































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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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

AI Contract Anomaly Detection Agent
Analyzes entire contract portfolios to find outlier clauses and deviations from standard terms, managing risk at scale.

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

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.

AI Customer Feedback Analysis Agent
Analyzes qualitative feedback from surveys and reviews to identify themes, sentiment, and emerging customer issues.

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

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.

AI Document Comparison & Redlining Agent
Compares document versions or two different documents to highlight material alterations and substantive differences.

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

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.

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.

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.

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.

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.

AI RFP Response Generation Agent
Analyzes RFPs, pulls answers from an internal knowledge base, and drafts a high-quality initial response.

AI Supply Chain Risk & Resiliency Agent
Analyzes supplier contracts, shipping data, and web news to identify and correlate supply chain risks.

AI Tax Authority Correspondence Agent
Classifies tax notices, extracts deadlines, and drafts responses to ensure timely, compliant communication.

AI Tax Exposure Analysis Agent
Analyzes legal contracts from a tax perspective, identifying clauses that create tax exposure and obligations.

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.

