Feature
Document IntelligencePowered by Doxi
Upload your financial documents. Doxi reads them, extracts structured data, and syncs it to your CRM. Then it permanently deletes the source files.
How Doxi Works
Upload
Drag and drop your financial documents: PDFs, statements, policies, and case notes. Doxi handles the rest.
Extract
Our patented engine reads the document and pulls structured data: accounts, values, dates, names, policies.
Sync & Delete
Extracted data pushes to your CRM fields. The document and all extracted data are permanently deleted.
What Doxi Reads
Upload any of these document types.
Structured Data, Not Text Dumps
Doxi extracts specific, CRM-ready fields — not paragraphs.
Account Values
$742,300 in 401k
Beneficiaries
Sarah (spouse, 100%)
Income Sources
$285,000 W-2 + $45,000 rental
Policy Details
MetLife Term, $1M, exp 2031
Risk Profile
Moderate-Aggressive, 7/10
Key Dates
Retirement target: 2029
Zero-Retention Architecture
Every document uploaded to Doxi is processed in an isolated environment, data is extracted and synced to your CRM, then the document and all associated data are permanently deleted. We never store, archive, or use your documents to train our models.
What used to take an hour now takes seconds.
Processing time dependent on bandwidth. Start your 14-day free trial. No credit card required.
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