GenXAI
DoxVera · Document Intelligence

Turn every document into an instant answer.

Ask DoxVeraReading 12 documents live

Vendor MSA.pdf

Q1 Spend.xlsx

NDA – Acme.docx

Invoice scan.png

What's the payment term in the vendor MSA?

Net 30 days per Section 4.2 of the agreement.

Vendor MSA.pdf · p.4
Which vendor has the highest Q1 spend?

Acme Corp, $142,000 — 34% of total Q1 spend.

Q1 Spend.xlsx · Sheet 1
Ask anything about your documents…
Trusted acrossLegalFinanceProcurementHRCompliance

THE PROBLEM

The answer exists. It's just buried on page 47.

Your documents contain everything the business needs to know. The problem is finding it in time to act on it.

Critical information buried in thousands of documents

Every organisation has a document estate that has grown for years without structure. Contracts, invoices, reports and correspondence pile up in folders, inboxes and shared drives where no one can find what they need without spending an hour looking.

Manual search wastes hours every week

When the answer to a business question requires reading through twenty documents, people stop asking the question. Time that should go into decisions goes into triage. The cost compounds across every team, every week.

Sensitive documents need tight, auditable access

Not everyone should see every document. Without granular access controls and a complete audit trail, organisations cannot demonstrate compliance, cannot investigate leaks, and cannot give regulators the evidence they need.

THE SOLUTION

From raw documents to instant, sourced answers

One AI layer that ingests everything you have, understands what it means, and makes it available to everyone who should have access.

Documents, any format

PDFs, scanned images, Word documents, spreadsheets and handwritten notes — every file type ingested at the point of upload or connection to your existing storage.

DoxVera AI Engine

Extraction, classification, semantic indexing and question-answering run in a single pipeline against your security and access policy, applied consistently to every document.

Instant answers & actions

Sourced answers for your team, structured data exports for your systems, and triggered workflows for your operations — all from the same document intelligence layer.

Phase 1

Ingestion & Extraction

Feed it anything. It reads everything.

DoxVera ingests every document type without configuration per format. PDFs are read whether native or scanned. Spreadsheets are parsed for structure. Handwritten notes are processed through OCR. Every file becomes structured, searchable data the moment it enters the system.

  • Native and scanned PDFs processed with the same accuracy
  • Structured data extracted from Excel and CSV without manual mapping
  • Handwritten notes and low-quality scans handled through OCR pipeline
Explore extraction capabilities

Extraction Preview

From Vendor MSA.pdf · Section 4

"...payment shall be due within thirty (30) days of invoice receipt. The Contract Value shall not exceed USD 248,000..."

Vendor

Acme Corp

Effective Date

1 Jan 2024

Contract Value

$248,000

Payment Terms

Net 30

Phase 2

Understanding & Classification

It doesn't just read. It understands.

Every document is automatically classified by type, its key entities are extracted, and it is tagged by topic, department and risk level. No manual filing, no keyword tagging rules to maintain — classification happens on ingestion and updates as your policies change.

  • Automatic document type classification across contracts, invoices, reports and correspondence
  • Entity extraction for names, dates, values and obligations without schema definition
  • Topic and department tagging for permission-aware access and reporting
Explore classification accuracy

Classification Queue

Vendor MSA.pdf

Contract

Q1 Spend.xlsx

Financial

NDA – Acme.docx

Legal

Invoice scan.png

Invoice

03

Semantic Search & AI Chat

Ask your documents a question. Get an answer with receipts.

Your team asks questions in plain language. DoxVera searches across every document in the collection, synthesises an answer from the relevant passages, and attaches a citation to the source so anyone can verify. No black-box responses — every answer is traceable.

  • Natural language queries across all connected document sources simultaneously
  • Answers synthesised from multiple documents with individual source citations
  • Multi-document reasoning for questions that span contracts, reports and data files
Explore semantic search

Semantic Search

payment terms longer than 60 days

Vendor MSA.pdf · p.4

Payment shall be due within thirty (30) days of invoice receipt.

Supplier B Contract.pdf · p.8

Outstanding amounts are subject to sixty (60) day net payment terms.

Framework Agreement.pdf · p.12

Invoices are payable on a ninety (90) day deferred schedule.

Phase 3

Action & Integration

Insights that flow straight into your systems.

Document intelligence is only useful when it reaches the systems where decisions get made. DoxVera pushes extracted data, triggered alerts and structured exports directly to your ERP, finance platform and workflow tools — closing the loop from document to action without a manual step.

  • Direct integration with ERP and finance systems via API-first architecture
  • Configurable workflow triggers based on extracted values, dates and classification
  • Structured data exports on schedule or on trigger for downstream processing
Explore integrations

Workflow Triggers

TriggerInvoice extracted
Posted to AP systemDone
TriggerContract expiry detected
Alert sent to legal teamDone
TriggerSpend threshold exceeded
Finance team notifiedReview

ACCESS & PERMISSIONS

The right access for every team member

Five role levels that give every person exactly what they need and nothing more, with every action logged.

Complete system-wide control.

Super Admins configure the entire DoxVera environment — integrations, access policies, retention rules and audit settings. They have unrestricted read access to all documents and all activity logs across the organisation.

Configure all system integrations and connections
Define and enforce organisation-wide access policies
Access all audit logs and activity reports
Manage all user accounts, roles and permissions

TECHNOLOGY

Connects to the systems your documents already feed

Pre-built connectors for the enterprise platforms your documents live alongside. API-first for everything else.

Enterprise Systems

Kennect
CCH Tagetik
SAP

Cloud & Infrastructure

Microsoft Azure
Google Cloud

Don't see your stack? We integrate with custom and legacy systems too.

TRUST & SECURITY

Built for the world's most sensitive documents

Security and compliance are architecture decisions, not features bolted on after deployment.

Enterprise-Grade Encryption

Documents are encrypted in transit and at rest. Every file stored in DoxVera is protected with AES-256 encryption and accessed only through authenticated, role-verified requests.

Granular Access Controls

Document-level, collection-level and field-level access permissions ensure every user sees exactly what their role permits. Access is configured centrally and enforced consistently across every query.

Full Audit Logging

Every document access, query, export and administrative action is logged with timestamp, user identity and outcome. The audit trail is immutable and exportable for compliance reviews or legal holds.

Compliance-Ready

DoxVera's architecture supports GDPR, SOC 2 and sector-specific regulatory frameworks. Data residency configuration keeps documents in your chosen region, and retention policies are enforced automatically.

Intranet Deployment Option

For organisations with strict data privacy and security requirements, DoxVera can be deployed entirely within your organisation's intranet using open-source LLM models — keeping all document processing on infrastructure you control, with no data ever leaving your environment.

HOW IT WORKS

From a pile of files to instant answers, in five steps

01

Connect your sources

Upload documents directly or connect DoxVera to your existing storage — SharePoint, Google Drive, network drives or document management systems. Existing libraries are indexed in the background without disrupting access.

02

AI extracts & classifies

Every document is read, its key entities extracted, and it is classified by type, department and topic. This happens on ingestion and updates automatically when classification rules change.

03

Index for search

A semantic index is built across all documents, enabling natural language queries that find meaning rather than matching keywords. The index updates continuously as new documents are added.

04

Ask questions

Your team queries in plain language from a shared interface or from within connected applications. Answers arrive with source citations and direct links to the relevant passage in the original document.

05

Insights flow to workflows

Extracted values and document events trigger downstream actions in your ERP, finance platform or workflow tools. Structured exports run on schedule or on trigger without manual intervention.

Most teams are searching their first documents within days

OUTCOMES

What changes once it's running

Seconds

To find an answer that used to take a manual search through dozens of files

Any format

PDFs, scans, spreadsheets and handwriting, all read by one engine

100%

Of access and activity logged for compliance and audit readiness

Connected

Insights flow directly into ERP, finance and workflow systems

Role-aware

Every team member sees exactly what they need, nothing more

Trusted

Every answer comes with a citation back to the source document

FAQ

Questions worth asking before you switch

Ready to make every document instantly accessible?

We'll load a sample of your documents, run the full pipeline, and show you what DoxVera extracts, classifies and answers in a live session — no preparation required on your side.

Live in daysRole-based accessSourced answers