Best AI tools for< Automate Document Collection >

Canoe is a cloud-based platform that leverages machine learning technology to automate document collection, data extraction, and data science initiatives for alternative investments. It transforms complex documents into actionable intelligence within seconds, empowering allocators with tools to unlock new efficiencies for their business. Canoe is trusted by thousands of alternative investors, allocators, wealth management, and asset servicers to improve efficiency, accuracy, and completeness of investment data.

Casca is a revolutionary AI-native Loan Origination System that helps banks and non-bank lenders automate 90% of manual effort in business loan origination. By leveraging AI technology, Casca enables financial institutions to process loans 10x faster, achieve 3x higher conversion rates, and save significant time for loan officers. With features like AI Loan Assistant, digital application processing, KYB checks automation, and document analysis, Casca transforms the loan origination process into a seamless and efficient experience for both lenders and borrowers.

Macgence is an AI training data services platform that offers high-quality off-the-shelf structured training data for organizations to build effective AI systems at scale. They provide services such as custom data sourcing, data annotation, data validation, content moderation, and localization. Macgence combines global linguistic, cultural, and technological expertise to create high-quality datasets for AI models, enabling faster time-to-market across the entire model value chain. With more than 5 years of experience, they support and scale AI initiatives of leading global innovators by designing custom data collection programs. Macgence specializes in handling AI training data for text, speech, image, and video data, offering cognitive annotation services to unlock the potential of unstructured textual data.

Digits is an automated accounting platform that offers tax-ready books starting at $250 per month. It provides AI bookkeeping with instant and accurate categorization, AI bill pay feature, live dashboards and reports, bank-grade security, and self-driving accounting for startups. The platform is backed by expert human CPAs and is trusted by top startup founders for its efficiency and time-saving capabilities. Digits ensures seamless connectivity and flow within a single platform, eliminating the need for cluttered spreadsheets and outdated tools. It offers real-time categorization, 24/7 AI bookkeeping, and financials verified and reviewed by accountants. Digits also provides tax-ready solutions, ongoing document collection, and tax preparation services.

Sonny9 is an AI-powered data collection tool designed specifically for CPAs, tax preparers, and auditors. It helps professionals in these fields collect customer information and documents efficiently, minimizing the time and effort spent on back-and-forth communications. With Sonny9, users can automate repetitive tasks, receive notifications about new insights and consulting opportunities, and get prepared data for further analysis. The tool integrates with QuickBooks and can automatically extract data from documents into CSV format. Sonny9 also provides users with tips and opportunities for high-level consulting services based on customer information.

ResolveAI is a platform that allows users to create and train AI agents for customer service. These agents can be used to automate tasks such as answering FAQs, scheduling meetings, and collecting leads. ResolveAI's agents are trained using a variety of sources, including documents, website pages, and live data sources. Once trained, agents can be customized to fit the user's brand and integrated with a variety of platforms, including websites, social media, and messaging apps.

EasyFill.ai is an AI-powered platform offering digital forms for modern businesses. It leverages cutting-edge technology like ChatGPT for AI-assisted form generation, automates form setup, provides cloud-based system access, enables payment collection through Stripe, and offers features for linking forms to websites and receiving responses via email. The platform aims to streamline administrative processes and enhance productivity by embracing the digital age with advanced AI assistance and secure e-signatures.

WellyBox is an AI-powered platform designed to help individuals and businesses organize receipts and invoices efficiently. With advanced AI technology, WellyBox automates the collection, analysis, and integration of financial documents from various sources, streamlining the process of managing expenses and improving overall financial operations. The platform offers features such as receipt scanning, automatic data extraction, integration with accounting software, and secure storage of receipts. WellyBox is a comprehensive solution for businesses looking to simplify their receipt management and enhance productivity.

Dost is an AI-powered platform that automates the management of invoices and delivery notes. It offers solutions for creating, customizing, and managing supplier portals, capturing and collecting documents automatically, extracting necessary information, automating reconciliation of invoices, delivery notes, and orders, creating and modifying automatic approval workflows, and integrating data sources and ERPs. The platform also provides resources such as a blog, webinars, newsletters, success stories, and ebooks. Dost aims to streamline financial department processes by digitizing invoices and delivery notes, reducing administrative costs, eliminating human errors, and providing visibility and control through a single platform.

MyReport is an AI-powered tool that helps users create automated reports in minutes. It uses advanced NLP technology to navigate the web and gather relevant information based on a user's input. The tool offers appealing full reports with professional outcomes, including images, graphs, tables, citations, quotes, and references. It also allows users to work with their own data by sharing a drive folder with their documents. MyReport is private and secure, and the user's information is not shared with third parties. The tool is available for professional users and offers fast generation and instant link sharing.

QueryPal is an AI chatbot application designed to provide better and faster answers for teams by leveraging AI technology trained on company documents. It helps in resolving repetitive questions instantly, ensuring accurate and contextualized results. The application allows users to create personalized AI chatbots for each team in minutes, with customization options for document access, chatbot admins, and tone. QueryPal offers unlimited connections to various platforms like Slack, Microsoft Teams, Google Drive, and more, making it a versatile tool for team communication and knowledge management.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

Cradl AI is an AI-powered tool designed to automate document workflows with no-code AI. It enables users to extract data from any document automatically, integrate with no-code tools, and build custom AI models through an easy-to-use interface. The tool empowers automation teams across industries by extracting data from complex document layouts, regardless of language or structure. Cradl AI offers features such as line item extraction, fine-tuning AI models, human-in-the-loop validation, and seamless integration with automation tools. It is trusted by organizations for business-critical document automation, providing enterprise-level features like encrypted transmission, GDPR compliance, secure data handling, and auto-scaling.

Cradl AI is a no-code AI-powered document workflow automation tool that helps organizations automate document-related tasks, such as data extraction, processing, and validation. It uses AI to automatically extract data from complex document layouts, regardless of layout or language. Cradl AI also integrates with other no-code tools, making it easy to build and deploy custom AI models.

Doc2cart is an AI-powered platform that automates the extraction of product information from various documents such as invoices, price lists, and catalogs. It utilizes advanced OCR technology to convert paper or digital documents into structured e-commerce data that can be seamlessly integrated into popular e-commerce platforms and shopping carts. The platform focuses on data extraction and processing, providing users with the flexibility to utilize the extracted data in their systems efficiently.

Staple AI Solutions offers AI-powered document processing solutions for various industries such as retail, manufacturing, healthcare, banking, logistics, and insurance. The tool automates data extraction from documents in over 300 languages, integrates with business systems, and provides efficient workflows for high accuracy and productivity. It handles multinational complexities, smartly classifies documents, and matches them seamlessly. Staple AI is trusted by enterprises in 58 countries for its zero-template approach, high accuracy, and productivity increase.

The AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. It offers features such as automated data extraction, integration with accounting software, enhanced security, streamlined workflow, and multi-format conversion capabilities. The tool revolutionizes financial document processing by providing high-precision data extraction, tailored for accounting businesses, and ensuring data security through bank-level encryption. It also offers Intelligent Document Processing (IDP) using AI and machine learning techniques to process structured, semi-structured, and unstructured documents.

The FileAI website offers an AI-powered file reading assistant that specializes in data extraction from structured documents like financial statements, legal documents, and research papers. It automates tasks related to legal and compliance review, finance and accounting report preparation, and research and academia support. The tool aims to streamline document processing, enhance learning processes, and improve research efficiency. With features like summarizing complex texts, extracting key information, and detecting plagiarism, FileAI caters to users in various industries and educational fields. The platform prioritizes data security and user privacy, ensuring that data is used solely for its intended purpose and deleted after 7 days of non-use.

DocsLoop is a document extraction tool designed to simplify and automate document processing tasks for businesses, freelancers, and accountants. It offers a user-friendly interface, high accuracy in data extraction, and fully automated processing without the need for technical skills or human intervention. With DocsLoop, users can save hours every week by effortlessly extracting structured data from various document types, such as invoices and bank statements, and export it in their preferred format. The platform provides pay-as-you-go pricing plans with credits that never expire, catering to different user needs and business sizes.

Parseur is an AI data extraction software that uses artificial intelligence to extract structured data from various types of documents such as PDFs, emails, and scanned documents. It offers features like template-based data extraction, OCR software for character recognition, and dynamic OCR for extracting fields that move or change size. Parseur is trusted by businesses in finance, tech, logistics, healthcare, real estate, e-commerce, marketing, and human resources industries to automate data extraction processes, saving time and reducing manual errors.

Auto-analyzes business documents, then offers further actions.

ConveyanceAI streamlines property conveyancing, offering automated legal document handling, compliance guidance, and efficient workflow management for UK and European lawyers and conveyancers

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Contracter.ai is a specialized GPT designed to assist users in generating customized legal contracts

For strategic knowledge distillation, upload the document you need to analyze and use !start. ENSURE the uploaded file shows DOCUMENT and NOT PDF. This workflow requires leveraging RAG to operate. Only a small amount of PDFs are supported, convert to txt or doc. For timeout, refresh & !continue

Fill legal forms & complex PDF documents easily! Upload a file, provide data sources and I'll handle the rest.

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