AI Agent · Document Analysis

Document Analysis Agent
Upload. Ask.
Get Instant Insights.

Upload any document — audit reports, bank statements, financial files, compliance records — and ask questions in plain language. The AI reads, understands, and delivers instant summaries, answers, and reports.

Multi-Format Upload Chat with Docs Data Masking Prompt Hub
Analysis Complete ✓
Audit Report Analysed
Document Analysis Agent
AI Active
Uploaded Documents — Ready for Analysis
Browse & Upload Document (PDF, Excel, Word, CSV…)
Ask Questions — AI Answers from Document
AI-Generated Summary
Document indexed & ready
Export CAOA AI →
Summarize document Key findings Risk areas Financial data
Overview

What is the Document Analysis Agent?

An AI-powered document intelligence system that lets you upload any file and interact with it through natural language. Extract insights, generate summaries, answer questions — all with built-in data privacy protection.

Upload & Analyze Documents

Upload PDF, Excel, Word, CSV, audit reports, bank statements, financial statements, compliance documents, and more. The AI reads and indexes the content instantly for intelligent analysis.

Chat with Your Documents

Ask questions in plain language — "Summarize this document", "What are the key findings?", "Extract audit remarks". The AI answers based only on the uploaded document content.

Instant Summaries & Reports

Generate AI-powered document summaries, sub-reports, key insights, tables, and extracted information — all ready to download or share, without manual review effort.

Built-in Data Masking

Confidential information — PAN, GST, Aadhaar, bank details, client names, passwords — is automatically masked before being sent to the AI model. Your data stays private by design.

Prompt Hub Integration

Save frequently used document analysis prompts — Audit Analysis, Financial Review, Compliance Gaps — and reuse them in one click. Standardize your team's review process firm-wide.

Conversation History

Every document analysis session is stored automatically. Reopen previous conversations, search through past analyses, continue where you left off, or share sessions with your team.

Supported Formats

Upload Any Document Type

From standard files to specialised financial and compliance documents — all supported.

PDF Files
Reports, statements, contracts
Excel Files
Data sheets, financial models
Word Documents
Reports, audit notes
CSV Files
Data exports, ledgers
Text Files
Notes, plain text data
Audit Reports
Observations, findings
Bank Statements
Transaction records
Financial Statements
P&L, balance sheet
Compliance Docs
Regulatory, legal filings
Screen Overview

Main Screen Sections

Five intuitive sections that guide you from upload to insight.

1
Conversations Panel

Left Side — Chat History

  • View all previous document sessions
  • Search conversation history
  • Create, delete & share sessions
  • Start group analysis chats
2
New Session

Start a New Analysis

Click the "+" button to open a fresh document analysis session. Each document gets its own dedicated conversation thread — keeping your analyses separate and organised.

3
File Upload

Bottom — Upload Your File

1. Click Browse 2. Select your document 3. Upload the file 4. Wait for AI indexing 5. Start asking questions
4
Query Input

Bottom — Ask Questions

"Summarize key audit findings"

"Show all high-risk observations"
5
AI Response Area

Centre — AI Results & Insights

AI-generated answers
Document summaries
Structured data tables
Extracted insights
Sub-reports & analytics
Exportable results
Use Cases

Typical Document Analysis Scenarios

See how professionals use the Document Analysis Agent for real-world analysis tasks.

Audit Report Analysis
Upload Audit Report → Ask
Summarize audit findings
List all observations
Identify risk areas
Extract recommendations
Audit review time cut by 80%
Bank Statement Review
Upload Bank Statement → Ask
Show unusual transactions
Summarize cash flow
Calculate total credits & debits
Identify large payments
Transaction analysis in seconds
Financial Statement Analysis
Upload P&L / Balance Sheet → Ask
Analyze financial performance
Calculate key ratios
Highlight major changes
Generate management summary
CFO-ready analysis instantly
Compliance Review
Upload Compliance Docs → Ask
Identify missing compliance items
Show all due dates
Generate compliance summary
List gaps & recommendations
Compliance gaps identified fast
Legal Document Analysis
Upload Contracts → Ask
Summarize key clauses
Identify obligations
Highlight risks & liabilities
Extract important dates
Legal review simplified
Internal Reports
Upload Internal Data → Ask
Summarize report highlights
Extract KPIs & metrics
Compare with previous period
Generate executive summary
Board-ready insights in minutes
Prompt Hub
Save & reuse document analysis prompts
Prompt Groups
Audit GST Finance Compliance Legal HR
Saved Prompts
Identify all audit observations and prepare a concise summary.
Analyze financial performance and highlight major changes from prior period.
List all compliance gaps with due dates and remediation recommendations.
Summarize key legal clauses and identify obligations and risk areas.
Prompt Hub

Save & Reuse Analysis Prompts

Stop retyping the same analysis instructions. Prompt Hub lets you save, categorise, and instantly reuse your most-used document review prompts — standardising your team's approach firm-wide.

Add Prompt

Save prompts with a title, group, and description for one-click reuse.

Group Management

Organise prompts into Audit, Finance, GST, Compliance, Legal, and HR groups.

Search & Filter

Find any saved prompt instantly by group filter or title keyword search.

Team Consistency

Approved prompts reused firm-wide ensure consistent, standardised document reviews.

Accessible via the Prompt Hub button at the top-right corner of the screen.

Data Masking

Your Documents Stay Confidential

Before sending any document content to the AI model, the system automatically masks all sensitive information — replacing real values with secure placeholders. The AI never sees actual confidential data.

Custom Masking Rules

Add your own custom words, names, project codes, or phrases to mask before sending to AI:

ABC Pvt Ltd, Project Falcon, Internal Audit FY2025…
Temp Save

Custom masking rules active for the current session only — ideal for one-time sensitive analysis.

Permanent Save

Rules stored permanently — applied automatically every time you use the Document Analysis Agent.

Client & Employee Information
Client NamePAN NumberGST NumberAadhaarEmail AddressMobile NumberEmployee NameContact Details
Banking & Financial Information
Bank Account No.IFSC CodeSWIFT Code
Business & Registration Information
Registration No.TRNFRNTIN
Security Information
UsernamesPasswords

Accessible via Masking Rules button at the top-right corner.

Benefits

Why Use the Document Analysis Agent?

Transform how your team reviews and understands documents — faster, smarter, and more securely.

Instant Understanding

Get document insights in seconds instead of spending hours reading lengthy reports manually.

Natural Language

No technical skills needed — ask questions in plain language and get structured, clear answers.

Auto-Generated Reports

AI generates summaries, sub-reports, and insights automatically — reducing manual drafting effort.

Secure Processing

Data masking ensures confidential client information is never exposed to the AI model.

Improved Productivity

Teams complete document reviews in a fraction of the time — more work done, less effort spent.

Better Decisions

Access key insights from large documents on demand — improving decision quality and speed.

Large File Support

Analyse large, complex documents — audit reports, financial statements, multi-page contracts — with ease.

Enterprise-Ready

Built for CA firms — audit, compliance, finance, legal, and HR document analysis all in one place.

Best Practices

Get the Best Results

Follow these tips for faster, more accurate document analysis.

Upload Complete Documents

Upload clear, complete files for the most accurate AI analysis and better quality results.

Ask Specific Questions

Specific, targeted questions produce more precise and actionable AI responses.

Save to Prompt Hub

Save frequently used analysis prompts for one-click reuse across the team.

Configure Masking Rules

Set masking rules before uploading sensitive client or financial documents.

Separate Conversations

Create a dedicated conversation thread for each document for clean, organised analysis sessions.

Review Before Using

Always review AI-generated summaries and reports before using them for final decisions.

Document Analysis Agent

Stop Reading Documents Manually.
Let AI Extract the Insights.

The Document Analysis Agent transforms how your firm reviews audit reports, financial statements, compliance records, and legal documents — delivering instant insights with complete data privacy.

Upload. Ask. Understand. Contact us today to see it in action.

Get Started All AI Agents

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