Solution introduction

Build a Complete Client Picture in Days

Flextract automates document collection, data extraction, and organization—so your team can start planning faster and keep client data current

Gather
Collect documents with Smart Checklists. Share a branded portal with clients. Match uploads automatically.

Analyze
Our AI reads and extracts data in seconds. Generate reports. Ask questions with Deep Dive.

Integrate
Use the Chrome Extension to bring extracted data into any web-based tool.

 

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