SHEET 01Document AI PlatformDOC-AI

AI agents for every document in your enterprise.

Parse, extract, index, and act on unstructured data across 90+ formats. From scanned invoices to complex financial filings, Document AI agents understand layout, context, and meaning, then execute workflows end to end with full governance and audit trails.

Request a Demo Explore Capabilities
  • 90+ Formats
  • Agentic OCR
  • Schema Extraction
  • 100+ Languages
  • Confidence Scores
  • Enterprise Grade
99.5%Extraction accuracy
90+File formats supported
100+Languages supported
SHEET 02How It Works5 STAGES

From raw documents to structured, actionable data.

Five stages transform unstructured documents into structured data, indexed knowledge, and automated workflows, with confidence scores and citations at every step.

Document processing pipelineActive
01Ingest

90+ formats accepted

02Parse

Layout-aware multimodal

03Extract

Schema-mapped fields

04Validate

Confidence scores

05Output

Structured data & APIs

INGEST PARSE EXTRACT VALIDATE OUTPUT

CAP-0190+ formats

Agentic Parsing

Layout-aware, multimodal document parsing that handles complex tables, nested headers, handwriting, and embedded images across 90+ file formats.

CAP-02Confidence scores

Structured Extraction

Define a schema, point it at any document. Extract structured data with field-level confidence scores and source citations for full traceability.

CAP-03RAG-ready

Intelligent Indexing

Chunk, embed, and index documents for retrieval-augmented generation. Context-aware chunking preserves meaning across tables, sections, and page breaks.

CAP-04Full automation

Document Workflows

End-to-end automation pipelines that parse, extract, validate, route, and act on documents — from intake to resolution without human intervention.

SHEET 03Format Support90+ FORMATS

Every document type your enterprise touches.

From pristine digital PDFs to decades-old scanned archives, Document AI handles the full spectrum of enterprise documents with layout-aware, multimodal parsing.

FMT-01

Financial

  • Invoices & POs
  • Financial Reports
  • Spreadsheets & Tables
FMT-02

Legal

  • Contracts & Agreements
  • Legal Filings
FMT-03

Medical

  • Healthcare Forms
  • Insurance Claims
FMT-04

Operational

  • Technical Manuals
  • Scientific Papers
  • Multi-page Reports
Also supported
  • Scanned PDFs
  • Handwritten Notes
SHEET 04Document AgentsAGT-01..06

Pre-built agents for the most common document workflows.

Deploy specialized document agents in minutes. Each comes pre-configured with extraction schemas, validation rules, and workflow logic for its domain.

AGT-01Active
95%straight-through processing

Invoice Parser Agent

Extracts line items, totals, tax, vendor details, and payment terms from any invoice format. Validates against PO data and flags discrepancies automatically.

AGT-02Active
85%clause detection accuracy

Contract Analyzer Agent

Identifies key obligations, renewal dates, termination clauses, liability caps, and indemnification terms. Summarizes risks and compares across versions.

AGT-03

Support Knowledge Agent

Indexes product manuals, FAQs, SOPs, and troubleshooting guides. Answers customer questions with citations and escalates when confidence is low.

AGT-04

Technical Docs Agent

Searches across engineering specs, architecture docs, and PRDs. Compares document versions, extracts formulas, and surfaces relevant diagrams.

AGT-05

Claims Processing Agent

Parses insurance claim forms, medical records, and supporting documents. Extracts structured data, cross-references policy terms, and routes for adjudication.

AGT-06

Compliance Review Agent

Scans regulatory filings, audit reports, and policy documents. Identifies gaps, flags non-conformities, and generates compliance summary reports.

SHEET 05PerformanceMEASURED

Enterprise-grade document intelligence at scale

99.5%Extraction accuracy on structured fields
500M+Documents processed
90+File formats supported
100+Languages supported

Built on assistents' proven infrastructure that powers enterprise deployments across financial services, healthcare, manufacturing, and beyond. 99.5% extraction accuracy ensures reliable automation. Full audit trails on every document processed.

SHEET 06Beyond OCRVS OCR

Not just text extraction. Document understanding.

Traditional OCR reads characters. Document AI understands structure, context, and meaning, handling complex layouts, cross-page references, and embedded visuals that break conventional tools.

CapabilityDocument AITraditional OCR
Handles complex table layouts
Understands document structure & context
Extracts from handwritten text
Parses embedded images & diagrams
Field-level confidence scores
Source citations for every extraction
Adapts to format variations
Multi-page cross-referencing
Processes scanned documents
Character-level text extraction
SHEET 07Industries6 SECTORS

Document intelligence for every sector.

IND-01

Financial Services

70% faster due diligence

Due diligence, regulatory filings, trade confirmations

IND-02

Insurance

85% claims auto-processing

Claims processing, underwriting, policy analysis

IND-03

Healthcare

60% reduction in form processing

Medical records, lab reports, clinical forms

IND-04

Manufacturing

3x faster compliance audits

Quality docs, compliance certs, supply chain

IND-05

Legal

80% faster contract review

Contract review, discovery, regulatory compliance

IND-06

Government

50% reduction in processing time

Permit applications, filings, public records

SHEET 08Platform ArchitectureUNIFIED

Built on the assistents platform. Same governance. Same context.

Document AI agents run on the same platform as your conversational, voice, and autonomous agents: unified data access, permissions, compliance, and orchestration across every agent type.

Channels

Email, APIs, cloud storage, direct upload

Parsing Engine

OCR, layout analysis, multimodal extraction

Governance

Permissions, compliance, audit trails

Data Layer

Connectors, context engine, output APIs

01Channels02Parsing Engine03Governance04Data LayerAUDIT TRAIL · EVERY DOCUMENT · EVERY STEP
See Platform Architecture Agent Governance
SHEET 09Get Started3 STEPS

From documents to data in three steps.

01~ 1 day

Connect your documents

Upload files, connect a cloud storage bucket, or point at an email inbox. Document AI supports 90+ formats out of the box — PDFs, images, spreadsheets, and more.

02~ 2-3 days

Define what to extract

Use the schema builder to specify the fields you need — or let the AI suggest a schema from sample documents. Add validation rules and confidence thresholds.

03~ 1 week

Deploy and automate

Activate document agents that parse, extract, validate, and route data automatically. Monitor accuracy, review edge cases, and scale to millions of documents.

SHEET 10Use CasesDOC-AI

See Document AI in action.

Explore real-world use cases powered by Document AI across industries and departments.

View all Document AI use cases
UC-01

Patient Intake & Clinical Triage

Automate patient registration, insurance verification, and symptom-based triage. Agents collect structured intake data, flag high-acuity cases, and route patients to the right care pathway.

  • Conversational Agents
UC-02

Student Enrollment & Academic Advising

Guide prospective and current students through enrollment, course selection, financial aid applications, and academic advising — 24/7, across web and mobile channels.

  • Conversational Agents
UC-03

Voice Quality Inspections & Field Reporting

Field workers report quality checks, safety observations, and maintenance findings by voice. Agents transcribe, categorize, and file structured reports in your compliance system.

  • Voice AI
UC-04

Automated Invoice Processing

Extract line items, PO numbers, and payment terms from invoices in 90+ formats. Auto-match against purchase orders, flag discrepancies, and route for approval — 85% straight-through processing.

  • Agentic BI
UC-05

Contract Review & Risk Analysis

AI agents read contracts clause by clause, flag non-standard terms, extract key dates and obligations, and score risk against your playbook. Cut review cycles from days to minutes.

  • Agentic BI
UC-06

KYC & AML Document Verification

Automate identity document verification, sanctions screening, and beneficial-ownership checks. Process passports, utility bills, and corporate filings with audit-ready evidence trails.

  • Conversational Agents
SHEET 11Specification NotesFAQ

Questions teams ask about Document AI

What document formats does Document AI support?

Document AI processes 90+ file formats including PDF, Word, Excel, PowerPoint, images (JPEG, PNG, TIFF), scanned documents, handwritten forms, and structured data files. The multimodal parser handles complex tables, nested headers, and embedded images.

How accurate is AI document extraction?

Document AI uses layout-aware multimodal parsing with confidence scores for every extracted field. Low-confidence extractions are flagged for human review. Accuracy improves over time as the system learns from corrections and domain-specific schemas.

Can Document AI handle sensitive or regulated documents?

Yes. Document AI includes role-based access controls, encryption at rest and in transit, complete audit trails, and HIPAA and SOC 2 compliance. Sensitive fields can be redacted automatically, and all processing can run on-premise for maximum data control.

How does Document AI differ from OCR?

OCR converts images to text. Document AI goes further — it understands document structure, extracts specific fields into schemas, validates data against business rules, cross-references multiple documents, and feeds structured data directly into downstream workflows.

Can Document AI integrate with our existing document management system?

Yes. Document AI connects with SharePoint, Google Drive, Dropbox, Box, and other document management systems through pre-built connectors. Processed data can be routed to ERPs, CRMs, databases, and custom applications via APIs.

SHEET 12Capability PagesPG-01..06

Every Document AI capability, explained

Go deeper on parsing, extraction, indexing, and every other capability of the Document AI platform.

PG-01

Agentic Document Parsing

Layout-aware document parsing across 90+ formats — extract meaning from complex tables, handwriting, and embedded media.

PG-02

Structured Data Extraction

Schema-based extraction with confidence scores and citations. Pull exactly the fields you need from any document.

PG-03

Intelligent Document Indexing

Context-aware chunking and embedding for RAG. Index documents once, retrieve with precision.

PG-04

Document Processing Workflows

Automate document workflows end-to-end with event-driven pipelines — parse, extract, validate, and route.

PG-05

Technical Document Search

AI agents that search engineering specs, architecture docs, and PRDs like talking to an expert.

PG-06

Financial Due Diligence AI

AI agents extract contract terms, summarize risks, and generate comprehensive diligence reports in hours.

SHEET 13Sign-offREADY

Book a Document AI Architecture Review

See Document AI agents handle invoice parsing, contract analysis, and compliance review with your data. Get a custom architecture review with ROI hypothesis within 48 hours.

Request Architecture Review Explore Capabilities
Product
Document AI · Agentic document processing
Scope
90+ formats · 100+ languages
Lead time
Architecture review to production · days
Sheet
13 of 13 · DOC-AI

Trusted by enterprise

Full audit trails, SOC 2 compliance, governance controls, and enterprise-grade security on every document processed.

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From concept to production in days

Rapid deployment with dedicated onboarding, schema configuration support, and expert guidance throughout.

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