Smart Document Assistant
Extract precise information from PDFs, spreadsheets, and forms using natural language questions — in seconds.
Key benefits
Instant Extraction
Retrieve specific information from documents in seconds.
Context-Aware Answers
AI comprehends document structure for precise results.
Cost Reduction
Lower expenses tied to manual data entry and processing.
Faster Decisions
Access information quickly to capitalize on opportunities.
Supported formats
- PDF
Multi-page layouts and typed documents
- CSV
Structured tabular data
- Excel
Tables and spreadsheet data
How to use
- Upload PDF, CSV, or Excel
- Ask a question in plain English (e.g. "What is the sales tax?")
- AI extracts and returns the requested information
Use cases by industry
Healthcare
Extract patient data from medical records.
Finance
Retrieve invoice line items and totals.
Legal
Identify key terms in contracts.
Insurance
Pull claims intake data from forms.
Frequently asked questions
- What file formats are supported?
- PDF, CSV, and Excel files. Handles tables, multi-page layouts, and typed documents.
- How does it understand natural language requests?
- The AI uses the document structure and content as context to interpret your question and return the most relevant answer.
- Can it summarize documents?
- Yes — in addition to targeted extraction, it can summarize key points from uploaded documents.
Ready to automate document processing at scale?
Our LLM consulting team can deploy intelligent document extraction across your enterprise workflows.