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.
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 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.
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.
Generate AI-powered document summaries, sub-reports, key insights, tables, and extracted information — all ready to download or share, without manual review effort.
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.
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.
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.
From standard files to specialised financial and compliance documents — all supported.
Five intuitive sections that guide you from upload to insight.
Click the "+" button to open a fresh document analysis session. Each document gets its own dedicated conversation thread — keeping your analyses separate and organised.
See how professionals use the Document Analysis Agent for real-world analysis tasks.
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.
Save prompts with a title, group, and description for one-click reuse.
Organise prompts into Audit, Finance, GST, Compliance, Legal, and HR groups.
Find any saved prompt instantly by group filter or title keyword search.
Approved prompts reused firm-wide ensure consistent, standardised document reviews.
Accessible via the Prompt Hub button at the top-right corner of the screen.
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.
Add your own custom words, names, project codes, or phrases to mask before sending to AI:
Custom masking rules active for the current session only — ideal for one-time sensitive analysis.
Rules stored permanently — applied automatically every time you use the Document Analysis Agent.
Accessible via Masking Rules button at the top-right corner.
Transform how your team reviews and understands documents — faster, smarter, and more securely.
Get document insights in seconds instead of spending hours reading lengthy reports manually.
No technical skills needed — ask questions in plain language and get structured, clear answers.
AI generates summaries, sub-reports, and insights automatically — reducing manual drafting effort.
Data masking ensures confidential client information is never exposed to the AI model.
Teams complete document reviews in a fraction of the time — more work done, less effort spent.
Access key insights from large documents on demand — improving decision quality and speed.
Analyse large, complex documents — audit reports, financial statements, multi-page contracts — with ease.
Built for CA firms — audit, compliance, finance, legal, and HR document analysis all in one place.
Follow these tips for faster, more accurate document analysis.
Upload clear, complete files for the most accurate AI analysis and better quality results.
Specific, targeted questions produce more precise and actionable AI responses.
Save frequently used analysis prompts for one-click reuse across the team.
Set masking rules before uploading sensitive client or financial documents.
Create a dedicated conversation thread for each document for clean, organised analysis sessions.
Always review AI-generated summaries and reports before using them for final decisions.
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.
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