Handle contracts, invoices, onboarding packets, and compliance docs with audit-ready accuracy—no engineering required.
Build the document processing system of your dreams — no technical expertise needed
Connect Gmail, Drive, Dropbox, SharePoint, or direct uploads. New contracts, invoices, and packets are captured the moment they arrive.
AI applies your business rules to interpret nuanced requirements, verify completeness, and flag compliance risks—improving with every review.
Generate approval memos, client emails, or system updates automatically. Every action is logged so the audit trail is always ready.
How a mortgage brokerage firm automated verification with audit-ready reports
A mortgage brokerage firm was drowning in document review - manually checking bank statements, tax returns, employment verification, and other client docs against nuanced lending requirements. Each loan took hours of back-and-forth with clients to fix missing or incorrect documents.
They deployed a Nuvi document review agent that lives directly in their email system. The agent automatically checks client documents against specific requirements, flags issues instantly, and generates both detailed broker reports and client-friendly action items.
Zero technical skills needed
Describe document tasks like processing invoices, reviewing contracts, or validating compliance — or upload existing docs.
Describe document tasks like processing invoices, reviewing contracts, or validating compliance — or upload existing docs.
Eliminate tedious manual review work and focus on high-value decision making
Transform hours of manual document review into minutes of automated processing with intelligent validation
Nuvi adapts to your exact document rules and workflows — no matter how complex or unique your requirements
Simply review Nuvi's process plan and approve it. Nuvi builds your custom agent automatically — no coding required
Create and manage document workflows yourself without waiting on IT or technical teams
Process unlimited document volumes without adding staff — perfect for growing businesses
AI follows your rules precisely every time with full audit trails — no more wondering if something was missed or done incorrectly
Discover insights, tutorials, and case studies on building AI agents that transform your business
See how your document review process can be transformed with AI. Book a demo and watch your agent get built live.
