Document Intelligence

DocIQ: Transform Documents into Intelligence

Make your documents work for you. Extract, understand, and act on data locked inside your documents.

Extract Financial Data

Automatically pull financial data from invoices, receipts, and statements.

Process Contracts

Identify key terms, obligations and deadlines from legal agreements.

Streamlined Compliance

Monitor regulatory documents and track compliance requirements automatically.

Intelligent Search

Find any information across all your documents with natural language queries.

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What DocIQ Delivers

Fast, Accurate Data Extraction

Capture key details — from text, tables, signatures, to complex layouts — across digital and scanned documents with exceptional precision.

Smarter Document Understanding

Go beyond OCR. DocIQ analyzes context, relationships, and meaning across documents to deliver structured insights, not just raw data.

Flexible Deployment

Run DocIQ in the cloud or on-premises, and integrate it seamlessly into your ERP, CRM, or workflow tools using our developer-friendly APIs.

Adaptable to Your Needs

Train DocIQ to understand your unique document types, industry jargon, and business rules — no coding required.

How It Works

1

Upload or connect

DocIQ ingests documents from your systems or storage

2

Extract and enrich

AI models pull structured data and insights

3

Act and integrate

Send clean data to your downstream systems or dashboards

Get Started with DocIQ

Explore the power of document intelligence

DocIQ — because your documents should deliver value, not busywork.

Why Teams Choose DocIQ

" DocIQ reduced our document turnaround time by 60% — and gave us the confidence to scale operations without adding headcount. "

VP, Finance Operations

" With DocIQ, we unlocked real-time visibility into contracts, improving risk management and strengthening vendor negotiations. "

CFO, Enterprise Software Company

" DocIQ has become a core part of our digital transformation — it's helping us move from reactive processes to proactive insights. "

Director, FP&A

Top Use Cases

Automate invoice and receipt processing

Extract data from invoices and receipts automatically to streamline financial operations.

Extract terms from contracts and agreements

Identify key terms, dates, and obligations from your legal documents.

Classify and route customer forms

Automatically sort and direct forms to the right departments for faster processing.

Monitor compliance documents for key obligations

Stay on top of regulatory requirements and contractual obligations.

Analyze reports for risk and opportunity signals

Identify potential risks and business opportunities hidden in your reports.

ChatFin unique advantage

Reliable AI output

With advanced algorithms and continuous data validation, ChatFin delivers highly accurate outputs, enabling teams to make critical decisions.

Self-learning AI

ChatFin’s AI continuously learns and improves from each interaction, tailoring its functionality to better meet the evolving needs of your finance team.

Enhanced Security

Data security is a top priority, with robust encryption and compliance protocols in place to protect sensitive financial information.

Plug & Play Integration

Easy integration with minimal setup time and technical support is made possible through ChatFin’s plug-and-play capabilities.

 

Benefits

Cost savings

AI-driven process automation significantly reduces manual tasks, saving money

End to end automation

Accelerate your close processes, ensuring accurate data

Ultimate AI support

 You don’t need to build AI internally—just build great AI users and ChatFin takes care of the rest

Experience the Future

Don’t get left behind in the AI race. Discover how ChatFin can transform your finance function.

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AI assistant built specifically for finance functions such as controllers, FP&A, Treasury and tax.

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