Doclay

Operations

Import Agent

Extracts relevant information from documents and unstructured data, transforming it into organized, actionable content and store them to various systems.

Billay

Accounting

Invoice Agent

Automates invoice and expense processing from capture to booking suggestion — ready for approval and export to your ERP tool.

Charlay

Operations

Business Navigator

Connects your business data, tracks KPIs, uncovers patterns and relationships, and delivers real-time insights and forecasts for better decisions.

Automatically generates tailored, error-free reports in minutes and makes them ready to share.

Automates identity verification and real-time KYC & AML checks to ensure compliance and audit readiness.

Automates payment runs, team approvals, receivables tracking, and complex payout calculations including interest and waterfalls.

Instantly communicates in a personalized way and provides transparent access to client data and updates.

Manages contracts end-to-end with compliant e-signatures and execution for subscriptions, NDAs, and resolutions.

Aggregates market data, filings, web sources, and internal knowledge to deliver deep research, deal intelligence, and faster due diligence workflows.