Talk to your data.
Get answers instantly.
Upload financial statements, invoices, and contracts — then ask questions in plain English. Generate reports, visualise spending, and automate document workflows with AI agents.
What did I spend on software subscriptions in Q4? Break it down by vendor.
Based on your uploaded bank statements, here's your Q4 software spend:
Total Q4 software spend: $159. That's 12% lower than Q3 ($181).
Your documents, understood
Upload financial statements, bank exports, contracts, and invoices. Flow extracts structured data, answers questions across your documents, and generates new ones on demand.
Financial Statements
Upload balance sheets, P&L statements, and cash flow reports. AI extracts structured data from every line item automatically.
Invoice Generation
Generate professional invoices and receipts from natural language. Specify line items, taxes, and terms — get a formatted document.
Data Visualisation
Ask questions about your data and get charts, breakdowns, and visual summaries. See spending patterns, revenue trends, and category splits.
Talk to Your Data
Ask plain-English questions across all your documents. "What did I spend on software in Q4?" — answered instantly from your uploaded data.
Contracts & Documents
Generate contracts, SOWs, and formatted documents from templates or instructions. AI handles the structure, you review the output.
Financial Analysis
Spot trends, anomalies, and insights across transactions. Compare periods, tag spending categories, and surface what matters.
Just ask
Talk to your data like you would talk to a colleague.
"Show me my top 5 expenses last month"
"Generate an invoice for 40 hours of consulting"
"Compare Q3 vs Q4 revenue from my uploaded P&L"
"Summarise the key terms in this contract PDF"
"What percentage of spending went to SaaS tools?"
"Create a monthly financial summary report"
Built on a full agent platform
Document intelligence is powered by the same agent infrastructure that handles workflows, scheduling, Slack integration, and multi-agent orchestration.
AI Agents
Three execution modes — ReAct, Pipeline, and Gateway — cover every automation pattern from simple queries to multi-agent orchestration.
Workflow Pipelines
Define deterministic YAML workflows with priority-ordered steps. Agents execute tools in sequence, then synthesize a final answer.
Gateway Orchestration
Route requests across child agents with LLM routing, fan-out, or first-match strategies. Build hierarchical multi-agent systems.
Slack Integration
Trigger agents from messages, slash commands, and @mentions. Full bidirectional Slack communication built in.
Scheduling & Jobs
Run agents on cron schedules with concurrency-controlled queues. Monitor runs in real time with full observability.
Document Processing
Multi-phase PDF pipeline with page splitting, per-page extraction, date normalisation, and structured output across 4 extraction modes.
Saved Insights
Cache agent responses with confidence decay. Hybrid cached/fresh answers keep data relevant without redundant computation.
External API
Access agents programmatically with bot authentication. AG-UI streaming protocol for real-time responses over SSE.
Bot Users & Auth
Create bot users with rotatable API keys. Role-based access with admin controls and secure token exchange.
How it works
Upload documents
Drop in bank statements, P&L reports, invoices, or contracts. AI extracts and structures every data point.
Ask anything
Query your data in plain English. Get tables, summaries, trend analysis, and category breakdowns instantly.
Generate & export
Create invoices, reports, and contracts. Agents produce formatted documents ready to share.
Automate
Set up recurring agents, Slack triggers, and scheduled jobs to keep insights and documents flowing.
Start talking to your data
Upload your first document and ask a question. No setup, no configuration — just answers.