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
/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
Smart Requests
DocuNeat intelligently requests specific documents based on your case requirements with automated follow-ups.
Secure Access
Clients receive secure portal access through passwordless authentication for easy document submission.
AI Verification
AI immediately verifies document authenticity, extracts data, and flags inconsistencies or missing information.
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.