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    Document Intelligence Assistant

    Extracts and classifies documents automatically — routing to AP and Contracts is on the roadmap

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    What it does today

    • ✓Classifies incoming documents by type — invoice, contract, purchase order, receipt
    • ✓Extracts structured data — vendor, amount, date, line items — tenant-scoped
    • ✓Scans extracted content for personal data before anything is stored

    On the roadmap

    • ○Automatic routing of extracted invoices into AP intake
    • ○Automatic routing of contract-type documents into the Contracts module
    • ○An autonomous agent wrapping this pipeline — today it runs as an interactive assistant

    How it works

    1. 1

      Connect your email inbox or document storage — documents are classified and extracted on arrival.

    2. 2

      Every extraction is scanned for personal data before it is stored.

    3. 3

      Review and route the extracted results yourself today; automatic routing into AP or Contracts is on the roadmap.

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    Document Intelligence Module

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