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The fastest way to assess deals

Spend your time building relationships and doing financial analysis, instead of manual data entry.

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How it works

Allowing you to focus on what matters
Customer relationships and deeper analysis

  • Show

    Simply show the copilot your current process and what data you need to capture, it quickly learns and replicates.

  • Refine

    Flexibility to customise, standardise and structure data received.

  • Extract

    Powerful tools to extract data and insights, and export to Excel to keep the analysis going.
Benefits

Move faster, with precision
Automated data extraction to accelerate growth

  • Increased conversion

    Spend more time sourcing deals and less time on manual data entry.

    Increased conversion

  • Reduced friction

    Prevent endless follow-ups with automated assistants.

    Higher quality

  • Higher quality

    Maximise the lead quality sent to your CRM with powerful data capture.

    Reduced friction
Frequently asked questions

Empowering businesses to automate and analyze, for smarter decisions and better outcomes.

We've built a better way to capture and structure data. You can then download this data as an excel or word doc and/or send it straight to your internal databases or CRM as a JSON. This increases the quality of data sent to your CRM and reduces the time it takes from first contact to closing.

Popular use-cases this has enabled:

  • Automate data collection from unstructured data received from leads via PDFs or Excel to create a first version of a completed application that you can refine with your lead
  • Automate collection of follow up data from your leads by sending automated follow up emails with a link to complete the data submission
  • Automate the generation of summary reports from the captured data

We can cater to data in any format, PDF, Excel, Powerpoint. We can even extract data from website URLs or capture data from audio.

Yes, we take data security very seriously. We will never use your data to train models, maintain strict access controls, and comply with major data protection regulations to ensure your information is always protected.

Yes, we are releasing an API soon, please get in touch if you want early access.