Document intelligence
Turn client documents into usable data
Turn statements, tax docs, and forms into structured client data in minutes. Extract fields, review changes, and sync approved updates to your CRM and planning tools.
Trusted by over 27,000 advisors at top firms.
Feature Overview
Save time on every document, for you and your clients
Document Intelligence pulls structured information from client documents and makes it ready for downstream work. Keep humans in control with an approval step, and push updates into connected tools without copy/paste.
Eliminate manual entry
Extract the details you need from common client docs, then reuse them everywhere.
Reduce back-and-forth
Capture complete information from the source document instead of chasing missing fields.
Speed up onboarding and servicing
Turn documents into ready-to-review updates so follow-up work starts faster.
Keep data consistent across systems
Standardize fields before syncing so records stay clean and usable.
Document workflows that actually move work forward
Documents should not be dead ends. Document Intelligence turns every upload into structured updates your team can review and send to the right destination.
Turn a pile of files into usable data
Upload client documents, extract key information, and turn it into action-ready updates. Route the same extraction into the systems you already use, with a clear review and approval step so nothing changes without confirmation.
Client-agnostic processing when you need it
Not every document arrives neatly tied to a client record. Extract and review first, then associate when it is ready from inside the Vault.
Audit-ready by design
Every sync should is observable and defensible. Document Intelligence is built for traceability and operational confidence.
