Automate the intake, organization, and processing of client documents to save time and reduce manual effort
AI-Powered Automation
Extract and process data from various client documents, reducing errors and delays
Custom Workflows
Tailor automation workflows to fit specific client-facing requirements and data needs
Reduce Manual Work
Minimize manual document reviews, allowing teams to focus on higher-value tasks
Exctract data with AI
Leverage advanced AI to automatically extract, analyze, and process data from a wide range of client documents such as PDFs, images, forms, and scanned files. Even complex documents containing varied formats, handwritten notes, or embedded images are handled accurately and efficiently.
Interact with your Clients via Portals
Stop sending nagging emails trying to keep things on track. Combine form submissions, messages, payments, approvals to streamline customer-facing processes.
Smart verification for your online forms
If you use online forms to collect documents from clients, we'll verify them instantly. No more manual checks, no more back-and-forth emails requesting corrections.
Automate client-facing workflows with Beau
Create a workflow, share a link, and get validated data extracted from what your customers submit
