Document AI _Extract

Scalable AI-powered document data extraction.

Evaluate

Scan documents and files for completeness and accuracy, and request missing information automatically.

Extract

Export client data directly into your CRM and financial data into analysis-ready spreadsheets.

Decide

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

Protect

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.

Get a Demo

Your needs are unique. Work with us to enhance your workflow.

Schedule a demo

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