Let AI accept or reject documents, rename them and file them, so your team only handles the exceptions.
Who this is for: Enterprise admins
What it can do
Review documents: checks the document type, expiry, date period, applicant name and readability against rules you set, then accepts or rejects it with a plain-English reason both you and the client can see.
Rename files: applies your naming convention, for example Applicant Name – Passport – Front Page.
File to SharePoint: creates the right folder structure and syncs approved files.
Desktop agent: works through a local folder of files, renames them, extracts key data (employer, pay period, recurring transactions, assets), sorts them into folders and produces an audit report of what's missing.
Custom automations: repetitive admin, lodgement and compliance steps mapped and automated with your team.
Get started
Contact your account manager or [email protected].
Share your document naming conventions and process flow.
We configure your AI agents.
Your team tests them with real files.
We move them into production.
Related
Need a hand?
Email [email protected] and our team will get back to you.