Document AI
Scan documents and files for completeness and accuracy, and request missing information automatically.
Export client data directly into your CRM and financial data into analysis-ready spreadsheets.
Risk
Summary credit reports; Payment data, Secretary of State, UCC, bankruptcies, judgments, and liens provided by default.
Compute
Highly constrained environments ensure your data remains compliant at-rest and in-transit, and now in-use.
AI-based document collection and data validation. Embed in your product directly instead of emailing separate client file invitations.
Automatically export data into spreadsheets from structured and unstructured files during the document collection process.
Trade payments and legal events data included within seconds of submission for more comprehensive pre-qualification at the top of the funnel.
Highly constrained environments ensure your data remains compliant at-rest, in-transit, and in-use. Optionally integrate with your existing data storage.
As soon as files are uploaded Harbr will search for keywords and match required document types to trigger follow-up conditions or data extraction processes.
Harbr will identify and extract data from uploaded files such as business details for your CRM, tables for financial spreading, and criterea for decisioning requests.
Exclusive to Harbr, globally trusted decisioning data including trade payment quantities, credit score, UCC filings, and other legal events are delivered automatically on every successful _Extract process.
Join the Harbr _Beta today. Jump into the sandbox, try out the tech and compare our data.
API Integration
Automatically run Harbr processes based on your custom triggers. Jump into the sandbox to learn more.
_Evaluate Files
Scan all documents for context, completeness, and accuracy. Validate required files and prepare for data extraction. More...
Auto-Chase Documents
Request missing client information automatically via email, text-message, or phone call sequenced reminders. More...
_Extract Data
Export analysis-ready datasets. More...
_Decide
Credit and legal data requests. More...
Financial Data
Extraction includes transforming aging reports, balance sheets, income statements, and financial reports into analysis-ready spreadsheets.
Client Data
When integrated with your CRM or database extracted client data is pushed to your record keeping systems automatically.
Prospect Decisioning
Search prospect risk data including UCC, lien, suits, and judgments from integrated filing sources.
A/R Decisioning
Retrieve trade payment data on your prospects receivables aging from globally trusted sources.
Harbr's Document AI platform scans and extracts data from documents and files, adding the information back into your workflow and offering financial data exports. With options to integrate directly with your product, CRM, and data store for fast, automated organization and prioritization.
Required Data
By automatically requesting updates from prospects and scanning for necessary data and files, Harbr eliminates the need for human document chasing.
Integrations
Work directly from your CRM, you don't need to change your workflow and there's no need to learn any Harbr software.
Secure Upload
Upload from your existing data storage securely, manually upload via embedded portal, or email upload files and documents.
Data Compliance
Isolated compute environments ensure the highest level of protection with zero human or unauthorized machine access to your data, documents, and files.
Harbr delivers comprehensive decisioning data from globally trusted sources automatically on every eligible Document AI process.
Business decisioning data and analytical insights from over 455 million entities to support comprehensive due diligence.
Increase operational efficiency and reduce cost. Bankruptcies UCC Filings Liens Suits Judgments
Complete single-source credit reports delivered when you need it with self-service optionality to enrich and monitor data in your systems of record.
Client _Portal
Drag and drop multiple document sets at once to automatically sort and organize files for processing.
Document AI _Evaluate
Scan all documents for context, completeness, and accuracy. Validate required files and prepare for data extraction.
Request missing client information automatically with email, text-message, and phone call sequenced reminders.
Document AI _Extract
Export analysis-ready datasets.
Risk_Decide
Credit data requests.
Transformations
Search prospect risk data including UCC, lien, suits, and judgements from integrated filing sources.
