Add-on Module

DocuNeat:
AI-Powered Document Collection & Verification

Revolutionize customer due diligence by combining intelligent document requests with AI-powered verification and data extraction. Eliminate document chasing and streamline compliance with secure client portals.

Secure Client Portal

Passwordless authentication active

Bank Statements
VERIFIED
Payslips
VERIFIED
Tax Returns
PENDING
Utility Bills
REQUESTED
AI Verification Active
£45
/user/mo

Product Features

DocuNeat revolutionizes customer due diligence by combining intelligent document requests with AI-powered verification and data extraction. This comprehensive add-on module automates the entire document collection process.

Intelligent Requests

Automatically requests specific documents based on case requirements with smart follow-up scheduling.

AI Verification

Instantly verifies document authenticity and extracts key data from any document type.

Secure Portal

Passwordless login provides clients secure access for document submission and communication.

Smart Communication

Built-in commenting system for direct client communication within the secure portal.

How It Works

Seamlessly automates document collection from request to verification

1

Smart Requests

DocuNeat intelligently requests specific documents based on your case requirements with automated follow-ups.

2

Secure Access

Clients receive secure portal access through passwordless authentication for easy document submission.

3

AI Verification

AI immediately verifies document authenticity, extracts data, and flags inconsistencies or missing information.

4

ExactSum Integration

Verified documents automatically flow into ExactSum for comprehensive analysis and processing.

Why All ExactSum Users Benefit

DocuNeat enhances every ExactSum workflow by automating document collection across all use cases

For Lenders

Streamline borrower onboarding with automated document requests and AI verification. Reduce time-to-decision by ensuring complete, verified documentation from day one.

For Brokers

Present stronger applications to lenders with complete, verified documentation. Automated follow-ups ensure nothing falls through the cracks.

For KYC & Compliance

Ensure regulatory compliance with automated audit trails and systematic document collection. AI verification catches discrepancies early.

For Audit Professionals

Maintain comprehensive documentation trails with automated collection and verification. Perfect for regulatory examinations and internal audits.

For Application Packagers

Ensure complete documentation before packaging begins. AI verification guarantees data accuracy for lender presentations.

Universal Benefits

Eliminate Document Chasing

Smart follow-up system automatically reminds clients about missing documents, reducing admin burden by up to 70%.

Instant Document Verification

AI immediately validates document authenticity and extracts key data from utility bills, employment letters, tax documents, and more.

Streamlined Communication

Built-in commenting system allows clients to ask questions and provide context directly within the secure portal, reducing email volume.

Improved Compliance

Automated audit trails and systematic document collection ensure regulatory requirements are consistently met while maintaining secure data handling.

Enhanced Client Experience

Passwordless portal access and intelligent document requests create a professional, user-friendly experience that strengthens client relationships.

Complete Your Document Workflow

DocuNeat at £45 per admin user per month transforms document collection from a manual burden into an automated, intelligent process that enhances every ExactSum workflow.