AI Driven Analyzer

AI that analyzes your files and gives clear, sourced answers

Ask a question and let AI analyze your documents — answers always include sources for verification.

Let’s get started See how it works

PDFs Excel CSV Scanned files

Black edition

Question

Answer

Sources: HR-Policy.pdf Employee-Handbook.pdf

Find answers fastNo manual searching

Stop scanning long PDFs and folders to find one detail.

Trust the resultWith references

Answers include sources so teams can verify quickly.

Built for teamsNo training

A clean experience for finance, HR, operations and management.

Common use cases

Everyday business questions — answered quickly, with references.

Finance & payments

Outstanding payments, invoice details, approvals and payment notes across PDFs and sheets.

HR & policies

Policy questions like leave, benefits and procedures answered with clear source references.

Compliance & audit

Locate the exact clause/page quickly and respond confidently during audits.

Sales & reporting

Totals and summaries like “last quarter sales” without complex filtering or repeated reports.

Onboarding

New team members get answers from your internal documents with minimal support overhead.

Contracts

Summarize agreements and highlight obligations, dates and key terms for fast review.

How it works

Upload documents, ask a question, and get a trustworthy answer — with references.

Add documents

Bring in the files your teams already use.

PDFs, Excel, CSV and scanned files
Organize by department or folder
Scales to large libraries

Ask in plain language

Write the question exactly as you think it.

No training required
Fast answers for daily work
Great for repeated questions

Get a clear answer

Receive a concise response that’s easy to use.

Summaries for long PDFs
Insights from spreadsheets
Useful for audits and reporting

Verify with sources

See exactly where the answer came from.

Source references for trust
Open supporting documents fast
Confidence for compliance work

Request a demo Who it’s for

Who it’s for

End users see a simple experience. Admins manage access and document sources separately.

Business users (non-technical)

Ask in plain language. AI analyzes and returns clear answers with sources.

Fast answers With sources No training

Finance — payments, invoices, approvals
HR — policies, procedures, employee handbooks
Operations — SOPs, checklists, vendor docs
Sales & admin — quick totals and summaries
Management — answers in seconds, no training

Admin / IT users

Control access, organize document libraries, and keep results reliable.

Access control Separate libraries Privacy-first

Control access — keep the right docs with the right teams
Keep it reliable — maintain document availability
Support growth — designed for large internal libraries

Privacy-first deployments

Designed for desktop apps, internal web apps, on‑premise, or private cloud.

Deployment models

Choose cloud, fully on‑premise, or a controlled hybrid approach — designed for security, compliance, and data ownership.

SaaS — Hosted on our cloud

Fastest start

DocPilot is hosted and managed by us. Ideal when you want speed, simplicity, and predictable operations.

AI model: Cloud AI APIs (token‑based pricing; monthly quota + pay‑as‑you‑go)
Data handling: Documents are processed in the hosted environment
Best for: Most commercial teams and multi‑site organizations

Fully on‑prem — Installed on client infrastructure

Regulated

Designed for banks, financial institutions, government, healthcare, and other regulated industries.

Client data ownership: In on‑prem mode, client data never leaves the client environment
AI model: Local on‑prem AI (installed locally; unlimited usage; no token/request limits; works offline)
Best for: Strict compliance, data residency, and isolated networks

Optional hybrid — Local AI with controlled cloud fallback

Flexible

Run on‑prem by default, with an optional, policy‑controlled cloud AI fallback for specific use cases.

Primary AI model: Local on‑prem AI (offline‑capable, unlimited usage)
Fallback AI model: Cloud AI APIs (token‑based; charged per request)
Control: Cloud fallback can be enabled/disabled based on policy and workload

License packages

Clear options for SaaS or on‑prem deployments — with defined limits, support levels, and compliance alignment.

SaaS Basic

Small teams

Target customer: Business owners and small teams starting with document Q&A
Deployment type: SaaS — hosted on our cloud
Document limits: Up to 5,000 documents indexed
User limits: Up to 25 named users
AI model type: Cloud AI (token‑based; monthly quota + pay‑as‑you‑go)
Security & compliance level: Standard business security controls
Support level: Email support (business hours)

Contact Sales See how it works

SaaS Professional

Departments

Target customer: HR, finance, operations, and multi‑team departments
Deployment type: SaaS — hosted on our cloud
Document limits: Up to 25,000 documents indexed
User limits: Up to 150 named users
AI model type: Cloud AI (token‑based; monthly quota + pay‑as‑you‑go)
Security & compliance level: Enhanced controls for departmental workflows
Support level: Priority email + assisted onboarding

Contact Sales Who it’s for

SaaS Enterprise

Organization

Target customer: Larger organizations needing governance and scaling
Deployment type: SaaS — hosted on our cloud
Document limits: 100,000+ documents indexed (custom)
User limits: 500+ users (custom)
AI model type: Cloud AI (token‑based; negotiated quotas + pay‑as‑you‑go)
Security & compliance level: Enterprise governance and audit readiness
Support level: 24/7 support options + rollout planning

Contact Sales Talk to sales

On‑Prem Standard

Private

Target customer: Security‑conscious organizations with internal infrastructure
Deployment type: Fully on‑prem — installed on client infrastructure
Document limits: Up to 100,000 documents indexed (scales by infrastructure)
User limits: Up to 500 users
AI model type: Local on‑prem AI (unlimited usage; no token/request limits; works offline)
Security & compliance level: High — data stays inside your environment
Support level: Business hours + guided deployment

Contact Sales Compare plans

On‑Prem Enterprise