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AI-Powered Document Processing That Just Works

From scanned invoices to complex reports, it uses advanced AI to identify, classify, and extract key data.

Why Teams Choose CortexAI DocFlow

Turn document chaos into clean, usable data.
CortexAI DocFlow replaces manual document handling with intelligent automation.  From invoices to contracts, it classifies, extracts and routes critical data into your existing systems — securely and accurately.

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From intake to insight — faster than ever

Built for speed and precision, DocFlow cuts manual work and takes you from paperwork to productivity in minutes.

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Automated Intake & Classification

Capture documents via email, cloud or scans and let AI identify formats and understand content automatically.

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Extract & Integrate Data

Pull key fields (like names, dates or amounts) into structured formats and sync them with QuickBase, CRMs or other systems.

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Human‑in‑the‑Loop

Optional reviews allow human experts to edit and approve before submission, ensuring accuracy.

Extract Insights From Every Document 

CortexAI DocFlow lets your team move faster and turn unstructured paperwork into clean, actionable data — without templates or extra engineering.

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Reduce Manual Work

Eliminate tedious data entry and process documents in minutes instead of days.

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Secure & Compliant

Keep all processing private, maintain compliance and generate audit trails automatically.

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Smart & Accurate

AI learns with each document and delivers accurate data for better decisions.

Document AI That Understands the Details.

CortexAI DocFlow removes manual sorting, reduces errors and streamlines document‑heavy processes — all without relying on templates.

Precision Document Processing, Start to Finish 

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Data Confidence & Control

  • Built-in field validation for high-trust outputs

  • Optional human review before submission

  • Role-based permissions for sensitive documents

  • Transparent tracking from ingestion to delivery

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Seamless System Delivery

  • Imports documents from email, cloud, or scan

  • Supports complex file types like PDF, DOCX, XLSX

  • Exports structured data to CRMs, ERPs, or storage

  • Secure SSO and API-based delivery into your stack

Ready to Unlock Your Team's Full Potential?

Experience the power of a truly private AI assistant built for your enterprise. Schedule a personalized demo to see CortexAI Chat in action.

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