Corporate Knowledge
Enterprise Search
Agents
Document Insights
Document Templates
WhatsApp Integration

Enterprise Document IntelligenceIntelligence

Transform your enterprise knowledge into intelligent automation that scales with your business.

Docana is an enterprise AI platform that turns your documents, contracts, policies, and knowledge base into intelligent agents. Automate workflows, make context-aware decisions, and deliver deterministic results your teams can trust.


Solutions

Start with out-of-the-box solutions or build automations. As the first platform to automate business decisions with LLM evals, Docana enables your agents to evaluate and validate their outputs, ensuring deterministic results from customer service to contract review to document drafting.

Customer Stories

Global organizations use Docana to drive transformative results and achieve measurable ROI. Our customers compress project timelines from months to minutes, eliminate costly human errors, and reallocate resources from manual tasks to strategic growth initiatives. Explore use cases

moura dubeux
scan global logistics
amigo tech
skolar
doccas
calango
lvf
urbano vitalino
itsedu
patentvest
mdb capital
shopping difusora
Alan Aquino

Alan Aquino

IRC at Moura Dubeux

In Moura Dubeux's daily operations, the platform has proven to be essential. It organizes strategic information intelligently and ensures faster, more reliable analyses, delivering relevant insights across different areas of the company.

Pedro Brasil

Pedro Brasil

CEO at Doccas Design

Docana completely changed how we handle UX at Doccas. It helped us refine our user research, improve heuristic analysis, and even generate proposals using AI-driven document templates.

Guilherme M.

Guilherme M.

CEO at Skolar

Ever since we started using Docana as the AI platform behind Skolar, analyzing student data has been so much easier. Daily activity reviews and report generation happen automatically, saving us time and helping us improve our core product.

Hermon Augusto

Hermon Augusto

CEO at Calango

Implementing AI seemed like a big challenge, but with Docana's support, we made a giant leap, now our outlook is to substantially increase our productivity.


Last News & Updates

See why analysts and industry press are taking note of our unique approach to transforming unstructured enterprise data into strategic intelligence.

AITECH

August 28th, 2025

“Docana represents the next wave of enterprise AI, and we’re thrilled to support their journey with strategic IP guidance. This partnership also gives us a unique opportunity to see how AI can elevate the way IP strategy is built and delivered.”
— Javier Chamorro, COO, PatentVest

Read more

AITECH Logo
GlobeNewswire

August 27th, 2025

PatentVest, Inc., a leader in intellectual property strategy and prosecution, announces a strategic partnership with Docana, Inc., an emerging innovator in AI-powered enterprise knowledge extraction. This collaboration represents a shared commitment to advancing scalable innovation through the integration of robust IP frameworks and cutting-edge artificial intelligence.

Read more

AITECH Logo

The Enterprise Knowledge Gap

Turn everyday data into powerful business automation. The volume of unstructured data is growing, but tools to leverage it haven't kept pace, creating a widening gap between data assets and business intelligence.

Teams Waste 45% of Time on Manual Tasks

Highly-skilled professionals spend up to 45% of their day on repetitive tasks like searching for information and manually processing documents, a significant operational cost that drains innovation.

Manual Reviews Create Compliance Gaps

Manual review processes are prone to error. An overlooked contract clause or policy misinterpretation can lead to financial penalties and legal exposure. Traditional automation solutions often fail because they can't understand business context.

Slow Access Hurts Business Agility

Speed is paramount in competitive markets. The inability to rapidly access and reason over business-critical information creates decision delays, leading to missed opportunities and a reactive business posture.

Enterprise Knowledge Gap: Unstructured data volume growing faster than tools to leverage it, creating a gap between data assets and business intelligence

Docana Logo

Industry Solutions

Docana provides a scalable platform to build and deploy intelligent applications across industries. Our clients leverage custom Automation Models to power high-value solutions tailored to their specific vertical needs. See how Docana transforms operations in your industry.

Real Estate industry solution icon

Real Estate

Help real estate companies integrate data for enhanced property management, client engagement, lead qualification, and market insights. Automate document processing for leases, contracts, and property documentation.

Healthcare industry solution icon

Healthcare

Transform healthcare operations with integrated data for patient care, operational efficiency, and regulatory compliance. Automate medical record analysis, insurance processing, and compliance documentation.

Construction industry solution icon

Construction

Integrate project data seamlessly to optimize construction timelines, resource management, and collaborative progress tracking. Automate contract reviews, change orders, and safety compliance documentation.

Consulting industry solution icon

Consulting

Extract insights from reports, research, and client materials to deliver higher-value recommendations. Automate proposal generation, client documentation analysis, and knowledge synthesis across projects.

Legal industry solution icon

Legal

Support legal operations with secure data management, fraud detection, compliance monitoring, case tracking, and efficient document generation. Automate contract review, due diligence, and legal research.

Financial Services industry solution icon

Financial Services

Enable agile decision-making with real-time data integration, improving client service and regulatory adherence. Automate loan processing, risk analysis, compliance reporting, and fraud detection.

Education industry solution icon

Education

Validate candidate exam curricula, review student records and GPAs, and gain institutional insights. Automate academic document processing, curriculum analysis, and student assessment reviews.

Logistics industry solution icon

Logistics

Optimize logistics operations by integrating data to improve real-time tracking of containers on ships worldwide, reduce delays, and enhance supply chain efficiency. Automate shipping documentation and customs processing.

Retail industry solution icon

Retail

Elevate retail operations by centralizing data on inventory, product recommendations, customer insights, and market trends. Automate product documentation, supplier contract reviews, and customer service workflows.

Docana industry solutions: Real Estate, Healthcare, Construction, Consulting, Legal, Financial Services, Education, Logistics, and Retail

Use Cases

Transform your enterprise knowledge into powerful solutions that automate workflows and drive business value.

Docana use cases: Customer Service, Document & Contract Review, Document Drafting, Enterprise Search, Fraud Detection, and Intelligent Recommendations

Conversational AI & Customer Service

Go beyond simple chatbots

Docana automatically creates sophisticated reasoning abilities from your existing documents and product specifications. We map the decision-making process of your best human experts into a dynamic Automation Model that powers your conversational AI agents. In seconds, these agents can serve users with nuanced, context-aware support based on your organization's unique knowledge.

Example: A major global logistics company integrated Docana with their ERP system to deploy a conversational AI agent that provides customers with instant, 24/7 access to real-time shipping and container information. The agent transformed their customer service from a reactive cost center into a proactive, automated asset, significantly improving customer satisfaction while reducing support team burden.

Deploy these intelligent agents across your website, WhatsApp, Slack, and text message channels to meet customers wherever they are.

Document & Contract Review

Automate contract review for critical insights

Your legal, finance, and compliance teams can build custom Automation that reviews any document against your organization's unique standards. The platform acts as an expert, instantly highlighting issues, flagging risks, and suggesting compliant rules. You can train a model simply by providing a video of a lawyer explaining how to review a contract for your company. Docana ingests this explanation, automatically creating a reasoning workflow that reviews future contracts using your expert's exact criteria, all without writing a single line of code.

Example: A major educational and governmental exam authority automated candidate verification for hundreds of thousands of applicants. What previously required a 200-person team working for months was reduced to minutes. The platform automatically validates thousands of candidate documents against complex compliance rules, performing all data extraction and calculations instantly, eliminating the average of 400 legal challenges per cycle caused by human error.

Document Drafting

Create and customize Document Templates

Create and customize Document Templates that use AI to extract insights, ensure consistency, and streamline workflows. Docana allows you to generate documents using your library of approved templates. It automatically creates new clauses or full documents that match your established style, leveraging your entire knowledge base, including images, spreadsheets, and content from existing documents, to produce accurate and consistent results.

Example: A major environmental and sustainability consulting firm reduced the time to generate a complete, expert-level environmental study from one month to minutes. After creating a Corporate Knowledge Layer from their entire research library, their agents synthesize all relevant information from thousands of dense scientific papers and reports, generating comprehensive, data-backed studies that enable faster client delivery and empower experts to focus on strategic analysis rather than manual data compilation.

Enterprise Search & Discovery

Find precise answers buried within hours of content

Docana offers an AI-based multi-modal search that understands your entire business, not just keywords. With Docana, you can find precise answers buried within hours of long-form video, educational audio, images, PDFs, and technical documents. This is more than just powerful search. Every piece of information discovered enriches your Corporate Knowledge Layer, making it instantly available as fuel for your custom Automations.

Example: One of Brazil's largest real estate developers used Docana's Enterprise Search to break down critical data silos across investor relations, customer support, and engineering. Field engineers now have instant access to technical manuals, while executives gain unprecedented, real-time visibility into operations for enhanced strategic decision-making, all from a centralized Corporate Knowledge Layer.

Fraud Detection

Build Automations that learn from your historical data

Build Automations that learn from your historical data or documents to identify patterns associated with fraud or operational risk. Docana can monitor new transactions and events in real-time, providing early warnings on subtle anomalies that would otherwise go undetected. This capability goes beyond text analysis. The platform's advanced vision capabilities can compare signatures across a set of documents and instantly flag a potential mismatch.

Example: Financial services organizations use Docana to automate fraud detection by analyzing historical transaction patterns, document inconsistencies, and signature mismatches. The system monitors transactions in real-time, comparing signatures across documents and flagging potential fraud before it causes financial damage, providing a powerful, automated tool to prevent fraud and reduce operational risk.

Intelligent Recommendations

Leverage your Corporate Knowledge to power recommendation engines

Leverage your Corporate Knowledge to power a new class of recommendation engine. Docana goes beyond keywords to understand the deep context within your documents, images, and data. This allows you to build Automation that can recommend related documents for a project, surface similar contracts during a legal review, or power a sophisticated e-commerce engine by suggesting products based on a nuanced understanding of their features and visual attributes.

Example: A patent analysis firm serving public capital markets in the USA built a knowledge layer of over 100,000 patents using Docana. Their system now performs deep-level correlation analysis against the entire database in real-time, replacing a weeks-long manual process with instantaneous, AI-driven analysis. This provides clients with unparalleled speed and accuracy to make faster, more informed IP strategy decisions by automatically recommending related patents and identifying prior art.


The Docana Platform

Docana bridges the enterprise knowledge gap with a simple two-stage architecture that activates your data and enables intelligent automation at scale.

The Corporate Knowledge Layer

Docana ingests your complete library of unstructured and semi-structured documents, deconstructing everything including text, tables, charts, images, videos, and audio into a unified, intelligent knowledge base. This becomes your single source of truth and the foundation for all automation and analysis.

The Reasoning Engine

Docana's patent-pending Adaptive Reasoning Engine lets your subject matter experts build intelligent automation in seconds. Upload a video of your expert explaining a process, and Docana automatically converts it into a sophisticated reasoning model that replicates their decision-making approach.

Why Docana?

The future of enterprise software converges three powerful movements: Low-Code Application Platforms (LCAP), AI-Driven Automation, and Knowledge Management.

Competitors typically focus on one or two of these areas. Docana is the first and only platform architected to holistically unify all three.

Deterministic AI for Enterprise Trust

Our approach ensures every automated decision is transparent, auditable, and predictable, meeting the rigorous demands of enterprise compliance.

Horizontal Platform, Vertical Expertise

Our flexible architecture seamlessly adapts to your unique business context, allowing you to solve for any use case without being locked into a rigid point solution.

Democratized Automation

We empower your non-technical experts to build and manage powerful automation, reducing reliance on specialized IT resources and lowering total cost of ownership.

Measurable, Accelerated Timelines

Our customers consistently achieve order-of-magnitude improvements in efficiency, transforming month-long processes into workflows that run in minutes.

Venn diagram showing how Docana unifies three enterprise software movements: Low-Code Application Platforms (LCAP), AI-Driven Automation, and Knowledge Management
Corporate Knowledge

Corporate Knowledge

Docana ingests your complete library of unstructured and semi-structured documents, creating a single source of truth.

Using advanced AI, Docana deconstructs everything including text, tables, charts, images, videos, and audio, transforming thousands of disconnected files into a unified, intelligent Corporate Knowledge Layer. This centralized, queryable knowledge base becomes the trusted foundation for all automation and analysis.

Why Corporate Knowledge is essential: To build context-aware, multi-modal agents that truly understand your business, you need a unified knowledge foundation. Without this layer, agents lack the contextual understanding to make intelligent decisions across different data types, from text in contracts to images in reports to audio in training materials. The Corporate Knowledge Layer enables agents to reason across all your data simultaneously, providing accurate, context-rich responses that reflect your organization's unique expertise.

  • All unstructured text content is indexed and made searchable
  • Visual tables are transformed into queryable, structured databases
  • Visual elements are extracted and cataloged as distinct assets
  • Critical business entities and legal clauses are identified and tagged
Request a Demo
Agents

Agents

Build intelligent agents and automations that understand your business context, powered by your Corporate Knowledge Layer and Adaptive Reasoning Engine.

As the first platform to automate business decisions with LLM evals, Docana enables your agents to evaluate and validate their own outputs, ensuring reliable, deterministic results. This breakthrough approach allows your automations to make complex business decisions with confidence, continuously improving through self-evaluation against your established standards and knowledge base.

Docana's patent-pending Adaptive Reasoning Engine lets your subject matter experts build intelligent automation in seconds, no coding required. Upload a video of your team explaining a process, and Docana instantly converts it into reasoning models that replicate your experts' decision-making, making hundreds of complex decisions in seconds based on your Corporate Knowledge Layer.

These agents are context-aware and multi-modal, understanding text, images, video, and audio simultaneously. Configure them through a no-code interface for customer service, contract review, document drafting, fraud detection, and more. Deploy across your organization to automate workflows with deterministic, fully auditable results that adapt like a person would.

Request a Demo
Document Insights

Document Insights

Use intelligent agents and automations to analyze contracts, policies, and reports, extracting key points and actionable guidance automatically.

Document Insights uses the same agent and automation technology that powers conversational AI, applied specifically to document analysis and review tasks. These automations leverage your Corporate Knowledge Layer to understand the full context of each document, ensuring that analysis is grounded in your organization's actual data and standards. Unlike standard LLMs that produce inconsistent or hallucinated outputs, Docana's patent-pending AI offers a deterministic, reliable approach.

Build custom automations that extract insights, perform document reviews, analyze compliance risks, identify gaps in policies, or extract key metrics from reports. Generate consistent and accurate insights for real business needs, from legal contract analysis to RFP responses, with confidence. These context-aware agents deliver trustworthy, auditable results that your team can act on immediately, just like conversational AI agents provide intelligent support, but specialized for document intelligence.

Request a Demo
Document Templates

Document Templates

Create and customize Document Templates ideal for contracts, structured documents, and long reports that need to follow specific formats and structures.

Document Templates use AI agents with full knowledge context and multi-modal capabilities to generate document parts. Imagine a team of experts writing for you using your company knowledge. Generate documents using your library of approved templates, perfect for contracts that require specific clauses, structured reports that must follow compliance formats, or lengthy documents that need consistent organization.

These agents leverage your Corporate Knowledge Layer to understand context across text, images, tables, and other data types, automatically creating new clauses or full documents that match your established style and structure. Whether you're drafting a complex legal contract, creating a structured compliance report, or generating a multi-section business document, Document Templates work like your expert team, drawing from your knowledge base to produce accurate, consistent results that follow the exact format and structure your organization requires.

Request a Demo
WhatsApp Integration

WhatsApp Integration

Docana exposes different ways to interact with your automations and agents. WhatsApp is one of the most popular channels, allowing you to deploy your intelligent agents where your customers already are.

Extend Docana's intelligence to the world's most popular messaging platform. Integrating Agents with WhatsApp provides efficient customer service, allowing clients to make inquiries conveniently, using an app that's already part of their daily routine. Deploy your intelligent agents and automations through WhatsApp to reach customers wherever they are, transforming the support experience with instant, context-aware responses powered by your Corporate Knowledge Layer.

Request a DemoWhatsApp Integration
Connectors

Connect Your Applications

Integrate your company's information by incorporating Docana across various third-party platforms. Connect to your Corporate Knowledge Layer from anywhere.

Power BI

Power BI

Gmail

Gmail

Google Drive

Google Drive

Google Calendar

Google Calendar

Dropbox

Dropbox

One Drive

One Drive

Salesforce

Salesforce

Slack

Slack

Liferay

Liferay

Nuxeo

Nuxeo

Jira

Jira

Trello

Trello

Notion

Notion

Evernote

Evernote

Wordpress

Wordpress

Github

Github

Don't see what you need?

Request a Demo

High-Level Security and Compliance to Protect Your Data

We are currently in the process of obtaining security certifications, and ensuring GDPR compliance, demonstrating our commitment to achieving the highest standards of security and privacy. These efforts are designed to provide you with complete peace of mind for your business operations once finalized.


Partners

We collaborate with a global network of certified system integrators and technology leaders to ensure seamless deployment and accelerate your time-to-value.

VP Tech SoluçõesPartner FastPartner InsightsPartner Roan Consulting

Begin Your Automation Journey

Intelligently automating knowledge-based work is the next frontier of digital transformation. Docana provides a secure, scalable platform to turn your most valuable asset, your knowledge, into a durable competitive advantage.

Schedule a personalized demo to see how Docana can accelerate your business outcomes.

Request a Demo
Docana - Enterprise Document Intelligence Platform

San Francisco, CA | Faria Lima, São Paulo

LinkedInGitHubTwitter

Docana is the AI-Driven Decision-Making Engine and Solutions Platform built for enterprises. We transform your enterprise knowledge into intelligent automation that scales with your business.

© 2025 Docana, Inc. All rights reserved.