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Turn Documents IntoIntelligence with GenAI

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

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How It Works – Auto Doc Insights Agent Workflow

A Workflow That Just Works

Upload & Preprocess

Digitize and clean raw documents for analysis. Remove noise and normalize formats (PDF, images, scans, etc.).

AI-Based Classification & Extraction

Use ML + NLP to categorize documents and extract key data points (names, dates, terms, etc.).

Validation & Error Handling

Apply rule-based validation and cross-check against source logic or external databases.

Insights & Visualization

Deliver structured outputs, summaries, and dashboards with trends, entities, and classifications.

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.

Try Auto Doc Insights

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

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