Demo
Financial AI Agent

Instant Insights from Any Document with AI

Instantly extract, classify, and understand unstructured documents with AI-powered automation.

95%
Data Extraction Accuracy
10x
Faster Document Processing
70%
Manual Review Reduction
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Image Description

Built for Financial Workflows

Document Intelligence Powered by GenAI

CAI Stack’s Auto Doc Insights Agent transforms document-heavy workflows in finance using GenAI, NLP, and OCR. Automate the extraction, validation, and analysis of key data from financial documents—fast, secure, and scalable.

Core Capabilities

Document Auto-Classification

  • Sort contracts, invoices, KYC files, and forms automatically by content type.

Field-Level Data Extraction

  • Identify and extract entities such as customer names, PANs, dates, amounts, signatures, etc.

OCR & NLP Intelligence

  • Decode text from images, scanned files, and low-quality PDFs using AI-enhanced OCR.

Anomaly Detection

  • Spot discrepancies, missing fields, and document tampering instantly.

Structured Output Generation

  • Deliver results in standardized JSON, Excel, or API formats for workflow automation.

Research Analyst

Gain a unified view of customer behavior, intent, and preferences.

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Risk Summary Agent

Track competitor strategies, performance, and pricing in real-time.

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Auto-Doc Insight Agent

Segment users by behavior, traits, and engagement using AI.

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Discover faster, smarter, and more secure document handling with CAI Stack's Auto Doc Insights Agent.

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