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Platform to build AI customer-service agents trained on your data that answer 24/7, take real actions and hand off to humans.
AI OCR tool that converts bank statement PDFs into clean, categorized Excel, CSV or JSON data for individuals and accounting firms.
AI PDF redaction tool that auto-detects and permanently removes PII, with a free tier and pay-per-page pricing.
Text-to-speech reader that turns PDFs, docs, and web pages into natural audio with highlighting, on web and mobile.
Well-known chat-with-PDF tool for summarizing and extracting; strong traffic.
Free trial available
No public pricing
Free trial available
- ✦AI agents trained on website/docs with auto-retrain
- ✦AI Actions (Stripe billing, Calendly booking, API calls)
- ✦Multi-channel embed (site, Slack, Notion and more)
- ✦Human handoff with context
- ✦Analytics on deflection and satisfaction
- ✦Multiple LLMs selectable per task
- ✦Multi-stage AI OCR pipeline that auto-detects bank statement formats
- ✦Automatic transaction cleaning, deduplication and categorization
- ✦Cloud document organization by client, account or tag
- ✦Team roles and shared workspaces for firms
- ✦Google Sheets and Microsoft Excel add-ons
- ✦Export to Excel, CSV, JSON or ZIP; integrations with QuickBooks and Xero
- ✦AI detection of PII, PHI and financial data
- ✦Permanent, irreversible redaction
- ✦OCR for scanned PDFs
- ✦Batch and bulk file processing
- ✦API access and custom integrations
- ✦Files never stored after processing
- ✦Natural AI voices for reading aloud
- ✦Supports PDF, Word, EPUB, and web pages
- ✦Synchronized text highlighting
- ✦Highlighting and annotation tools
- ✦Adjustable playback speed up to 3.5x
- ✦Apps for web, iOS, Android, and Chrome
- ✦Chat with PDF documents
- ✦Summarize PDF content
- ✦Extract information from PDFs
- ✦Source citation for answers
- ✦OCR support
- ✦AI Agents for document analysis
- ✦Capture & Ask feature
- ✦Chatbot widget (add-on)
- →Automate customer support
- →Book meetings and complete tasks in chat
- →Capture and qualify leads
- →Keep answers current via auto-retrain
- →Freelancers or bookkeepers digitizing personal bank statements
- →Accounting firms processing statements for many clients at once
- →Tax preparers converting PDFs into spreadsheet-ready transaction data
- →Finance teams syncing statement data into existing accounting software
- →Legal discovery and FOIA redaction
- →HIPAA-compliant healthcare records
- →Government public-records redaction
- →Financial document redaction
- →Listen to study material and documents
- →Boost focus for auditory learners
- →Read web articles hands-free
- →Get through reading backlog while multitasking
- →Analyzing legal documents
- →Summarizing financial reports
- →Extracting key information from books
- →Reviewing scientific papers
- →Understanding user manuals
- →Creating employee training materials