Document AI Agent

Turns your data and files into polished reports and decks.

What it does

Builds client- and committee-ready deliverables — downloadable reports, slide decks, or on-screen analyses — from your underlying data and documents. It confirms the format you want, assembles the finished piece, and then answers follow-up questions about anything inside it.

The last mile of analysis is usually writing it up — turning your numbers and files into something a client or committee can actually read. Document AI handles that step end to end, assembling formatted deliverables from your data and then staying available to answer questions about the finished piece so nothing gets lost in translation.

What it can do

• Generate downloadable reports and slide decks
• Build on-screen analyses from your data and documents
• Match the format and structure you ask for
• Answer follow-up questions about the finished document

Example