Document AI _Extract

Scalable AI-powered document data extraction.


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.


Summary credit reports;  Payment data, Secretary of State, UCC, bankruptcies, judgments, and liens provided by default.


Highly constrained environments ensure your data remains compliant at-rest and in-transit, and now in-use.

Export client and financial data with specialized AI models.

 Financial Data Aggregation

Harbr's specialized models are purpose built for financial data extraction into analysis-ready spreadsheets.

 Customer Data Aggregation

Harbr exports all client data directly into your CRM for complete automation at the requirements gathering stage.

 Financial Data Monitoring

Harbr provides client opt-in bank account aggregation for detailed financial data, history, monitoring, and identity verification.

 ACH & EFT Payment Gateway

Harbr's embedded bank connection tools provide seamless pre-authorized debits and funds movement in a single step.

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