Patent-Pending Enterprise Reasoning LayerIntroducing Docana^TM — Patent-Pending Enterprise Reasoning Layer

AI super employees that work while you sleep, inside the tools you already use, grounded in your company data

Super employees for the enterpriseenterprise.

Design your employee. Plug it into your existing systems.

Do more without hiring. Docana deploys super employees that work inside the tools your team already uses. They read your systems and documents in real time. No new system to learn. No data migration. From day one, they handle the analytical and operational work that currently takes your team days. Train one the way you'd train a new hire. Docana's patent-pending engine turns that into a reasoning model grounded in your company's actual data, not a generic AI guess.

No migration·No new portal·No per-seat cost·Live in days·Your data, your rules

Docana is built on the world's most advanced AI: Anthropic's Claude, Google Gemini, and OpenAI GPT.

Anthropic Claude

Google Gemini

OpenAI GPT

Vercel

Out of the box, they know nothing about your company, your contracts, your vendors, or your history. Docana picks the right one for each task and teaches all of them the full context of your business, so every answer comes back grounded in your reality, not a generic guess.

It works both ways

Use Docana from inside the chat your team already opens. Query your enterprise knowledge directly from Claude, ChatGPT, or Gemini, and get back answers grounded in your ERP, CRM, contracts, and history, with the same audit trail every Docana response carries.

Native in Claude

Native in ChatGPT

Native in Gemini

“The smartest models in the world. Trained on what only you know, with Docana's reasoning layer orchestrating.”

See the full architecture

What are we solving?

The answers your team needs already live across your stack: SAP, ERP, CRM, contracts, inboxes, spreadsheets. But the answers don't live in any one of them. They live in the connections between them. Any AI can read a document. None of them can reason across every pillar of your business at the same time, trace the answer back to its source, and actually do the work. Docana lets you build AI super employees that do exactly that. You decide what jobs they have. A Finance Analyst that reconciles your books every night, reading your ERP, vendor contracts, and bank records as one. A Legal Reviewer that flags risky clauses the moment a contract lands, cross-referencing your policy library and prior agreements. A Customer Support agent that handles support 24/7 in Slack, WhatsApp, or Teams, grounded in your CRM, product docs, and transaction history. Each super employee reads across all your pillars, not just one. And every answer traces back to a source record: defensible, auditable, and yours. Three things make this impossible for regular AI: speed, completeness, and trust.

Problem 01

Simple questions take days to answer

A question from leadership has to travel through a director, then a manager, then an analyst, and back up. By the time the answer lands, the moment to act has already passed.

Problem 02

Most AI only sees one corner of your business

Microsoft's AI sees Microsoft. Salesforce's AI sees Salesforce. ChatGPT and Claude are smart, but they don't know your customers, your contracts, or your vendors. So when you ask something that touches your whole company, no single tool can answer it.

Problem 03

Real work needs proof, not guesses

Regular AI can hallucinate. That's fine for brainstorming. It's a disaster on a contract, a tax filing, or a balance sheet. Finance, legal, and compliance need every answer to show exactly where it came from: which document, which record, which line. Docana's reasoning engine lets you build deterministic workflows for these tasks, so every answer is reproducible and sourced.

Docana fixes all three. It plugs into the systems your team already runs, never sleeps, picks the right model for every question, and answers fast, in full, with the source attached.

Already in Production

Logistics giants, public-company real estate developers, IP strategy firms, and education leaders run Docana every day. None of them ripped out their SAP, Salesforce, or NetSuite to do it. Docana is Silent AI. It integrates into the systems and workflows your team already trusts, absorbs the work alongside them, and stays out of the way. The result: month-long processes collapsed into minutes, entire categories of human error eliminated, and expert teams freed from data plumbing for strategic work.

Healthcare Tech · Customer Support

50,000

client messages handled monthly

written and spoken, across every channel

55%

reduction in human escalations

from 100% human-handled to 45%

Estimated US-market impact

$1M+ saved annually

~13 US support FTE displaced (27,500 messages now resolved without a human)

Integrated Docana with the ERP and CRM. A branded AI support agent went live across WhatsApp and the website in days. Customers get instant answers on tax documentation, invoices, and appointment scheduling, written and spoken, in any channel. Support shifted from a reactive call queue to a proactive agent that already knows the customer's record.

See full case →

Real Estate Construction · Site Engineer

500

engineers and foremen answered live each month

across dozens of active construction sites, in WhatsApp

20,000+

pages of technical specs reasoned in real time

drawings, installation procedures, materials standards, code requirements

Estimated US-market impact

~$1.5M+ saved annually

Central engineering capacity freed up plus compressed schedules across 500 field staff

Deployed a Site Engineer agent on top of the company's full technical specification library: drawings, procedures, materials standards, code requirements. Engineers and foremen ping the agent on WhatsApp using text, audio, photos, or video. A foreman snaps a photo of an electrical panel and gets the exact installation sequence back, with the source page attached. What used to be a phone call to the central engineering office and a one-hour wait for a manual document lookup is now an instant grounded answer at the edge of every site.

See full case →

Construction Procedures: AI assistant on WhatsApp for engineers and foremen

Public Company · Finance Analyst

90%

reduction in analyst hours on fiscal review

proven across 3 months in production

1,500/mo

documents no software could parse

four full-time analysts redeployed to higher-value work

Estimated US-market impact

~$400k saved annually

4 US finance analyst FTE redirected from manual processing to analysis and reporting

Every month, 1,500 fiscal documents arrived that no software in the stack could touch. Their ERP couldn't parse them. Their tax compliance tool couldn't categorize them. So four full-time analysts handled the entire backlog by hand, as their only job. Docana reads, categorizes, and cross-checks every document against valid purchase orders and Brazilian tax rules. 90% of that manual work disappeared, proven across three months in production. The four analysts moved to higher-value work.

See full case →

Government · Legal Reviewer

400

potential litigations avoided per cycle

every decision now defensible with deterministic audit trail

20,000

curricula reviewed in hours

work that used to take a specialist panel 2 to 3 months

Estimated US-market impact

~$2.1M annual value

Operational savings plus ~2,000 legal challenges eliminated annually across 5 cycles

The exam authority ran an outsourced specialist review panel for every cycle, with each cycle running 2 to 3 months. At that volume, applying an identical standard to every candidate was structurally impossible, and the process exposed the authority to roughly 400 legal challenges per cycle. Docana reviewed 17,000 curricula in 48 hours with a deterministic audit trail behind every outcome; the panel handled the remaining 3,000 cases that needed human judgment. Candidates received clear, data-backed reasoning for each result, which removed the grounds for those 400 disputes.

See full case →

Real Estate · Revenue Strategist

1,000s

brokers with instant portfolio access

live CRM and portfolio data, in seconds, no calls to marketing

active Docana deployments across the company

Revenue Strategist for brokers, Customer Support for field, Business Analyst for IR

Estimated US-market impact

0 systems modified

CRM, portfolio system, and marketing library all connected without changes; live in days

A publicly listed real estate developer with a network of thousands of independent brokers. Brokers used to call or message the marketing team for every portfolio question, payment table, or marketing asset. Docana deployed a Revenue Strategist in the broker portal that reads across the CRM, portfolio system, and marketing library and answers in seconds. Three Docana super employees now run at the company, with nothing in the existing stack modified.

See full case →

IP Strategy · Strategic Partnership

AI meets IP

patent strategy, accelerated

PatentVest is a division of MDB Capital Holdings (Nasdaq: MDBH)

Two-way

a strategic exchange between the two firms

PatentVest protects Docana's IP. Docana powers PatentVest's research.

Estimated US-market impact

Active partnership

PatentVest manages the Docana IP portfolio; Docana powers PatentVest research workflows

Docana and PatentVest formed a strategic partnership to bring enterprise AI into intellectual property strategy and patent prosecution. PatentVest provides strategic legal and IP consulting services that protect the patent-pending Enterprise Reasoning Layer architecture; Docana powers the research-intensive phases of PatentVest engagements so partners can spend their time on strategy, not paperwork. Covered across Yahoo Finance, GlobeNewswire, and TechnologyAIInsights.

Public-company customers

Nasdaq: MDBH

“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 shape how AI can elevate the way IP strategy is built and delivered.”

Javier Chamorro

COO, PatentVest

PatentVest is a division of MDB Capital Holdings

B3: MDNE3

“Docana is now embedded in three different parts of our organization, from field engineers consulting internal technical guidelines on WhatsApp to brokers getting instant recommendations in our sales portal. Each deployment went live in days. Nothing in our existing stack changed.”

Alan Aquino

Coordinator, Moura Dubeux

Moura Dubeux is a publicly listed real estate developer

U.S. patent pending

Build your employee in seconds

Feed the engine your documents, databases, live voice, videos, or just a few examples. The Adaptive Reasoning Engine models the brain in seconds, then exposes the same employee across Slack, WhatsApp, email, your website, and an API.

Documents

Drop in PDFs, contracts, decks, or recordings. The agent ingests the content, the structure, and the figures.

Databases

Point the agent at your ERP, CRM, HRIS, or warehouse. It reasons against live records, not snapshots.

Live voice + TTS

Walk through the workflow live, the way you would with a new hire. Docana turns it into a reasoning model. The agent talks back via TTS for hands-free workflows.

Video

Record your expert reviewing a real document or contract. Docana captures the decision logic frame by frame.

Examples

Drop in a few good and bad cases. The Adaptive Reasoning Engine learns the pattern and the boundary.

No prompt engineering. No ML team. No code. Your subject matter expert teaches the agent the way they would teach a new hire, and the deterministic core handles the rest.

Compose your team

Docana started as a tiny team. Too many jobs for too few people. So we built agents to do the work, gave each one a role, and started calling them super employees. They scaled us into a high-output, high-velocity company. Now you can hire the same six inside your enterprise: finance, sales, support, legal, ops, and a Business Analyst on top. Each one absorbs the work that today sits in your analyst chain, your legal queue, or your customer support backlog, bounded to the data you decide and validated by deterministic LLM evals before it acts.

Business Analyst

For the leadership team. Reads SAP, ERP, HRIS, CRM, and VMS as one and answers "why are our costs up?" with the actual cause, not a dashboard.

Finance Analyst

Lives in Excel. Reconciles the ledger, flags variance the analyst chain would smooth over, and trails back to the source record.

Revenue Strategist

Lives in Slack and the CRM. Tells the sales director what closing a deal will do to cash flow before it lands.

Legal Reviewer

Reviews contracts in minutes. Drafts clauses in your style. Flags obligations buried in attachments before they cost you.

Operations Sentinel

Monitors transactions in real time. Catches vendor leakage, signature mismatches, and anomalies before they hit the P&L.

Customer Support

Answers customers on your website, WhatsApp, Slack, or SMS. 24/7, multilingual, grounded in the same knowledge your best human reps use.

Every conversation becomes a data point

Define the KPIs your business actually cares about. Every conversation runs through deterministic LLM evaluations that extract sentiment, intent, resolution status, escalation needs, and any custom field you define. The result is a live dashboard your team actually reads, and an agent that learns from every interaction.

platform.docana.com / agents / customer-support / stats

7 DAYS30 DAYS90 DAYSLIVE

Total executions

12,847

+18%

Success rate

99.1%

+0.4%

Avg duration

17.8s

−2.1s

Error rate

0.9%

−0.3%

Customer sentiment

Extracted on 12,847 of 12,847 conversations

Neutral53%

Positive36%

Negative11%

User intent

Top reasons users reached out

Pricing inquiry

38%

Product information

24%

Schedule a viewing

16%

Status update

12%

Cancellation

Other

Insight extracted · today

User asked about beach-property investments in coastal states served by Moura Dubeux, specifically about projects in Praia dos Carneiros. The assistant listed line options.

Sentiment:NeutralIntent:Pricing inquiry

Define your KPIs

Sentiment, intent, resolution, escalation, urgency, custom fields. Whatever your business measures, the agent learns to extract it.

Auto-extract via LLM evals

Every conversation runs through deterministic LLM evaluations that pull structured data points back, scored and ready to query.

Dashboards your team reads

Distributions, trends, drill-downs, and per-conversation traces. Filter by any KPI to find exactly what your customers asked yesterday.

Agents that learn over time

Insights from past conversations carry forward. The next time a customer reaches out, the agent already knows what happened last time.

Insights flow back into the agent's memory. The next conversation knows what happened in the last one, across users, channels, and time.

Build once. Show up everywhere.

Built once. Exposed everywhere. Same agent, same memory, every channel your team and customers already use.

Slack

@docana, in any channel

Mention an agent in a thread or DM. Answers cite the source record and stay private to the channel members.

Microsoft Teams

The same agent, inside Teams

Add Docana as a Teams app. Same memory, same audit trail, same outputs, exposed to the workforce already living in Microsoft 365.

Where customers (and the field) live

Customer support and frontline ops on the channel they actually open. The agent reasons across your knowledge, multilingual, 24/7.

Instagram

DMs at the speed of your brand

Plug Docana into Instagram Direct so your brand answers DMs and story replies the same way your best human rep would, around the clock.

X

Replies and DMs, on-brand

Triage mentions, draft replies, and respond to DMs on X with the same agent that runs every other channel. Same memory, same tone, same audit trail.

Email

Forward an inbox, get answers

Route a shared inbox through Docana. The agent triages, drafts replies, escalates edge cases, and threads context back to your team.

Web Widget

Embed on your site in one line

Drop the widget into any page. Visitors get the same agent that powers your internal teams, branded as yours.

API

Programmatic, for any app you build

Call any agent from your own product, internal tool, or workflow engine. Same auth, same audit trail, same deterministic outputs.

Excel

=DOCANA() in any cell

Finance, ops, and planning teams stay in the grid they already live in. Custom functions pull deterministic answers straight from the reasoning layer.

Web App

The full Docana workbench

For builders and admins. Compose new agents, wire connectors, define guardrails, and review every action across the org.

Claude

Native, across Claude.ai, Code, and the API

Pull the full power of Docana into Claude. Native integrations for Claude Code, Claude.ai chats, and the Anthropic API. Query agents, surface insights, and trigger automations without writing glue code.

Build the agent once. Govern it once. Expose it everywhere. No new portal to teach. No per-seat license capping who gets answers.

One brain, every system

Most enterprises run a Frankenstein stack: Workday, SAP, Salesforce, HubSpot, NetSuite, a separate VMS, and a thousand spreadsheets. Docana™ is the agnostic layer that wires all of it into your Enterprise Reasoning Layer, without forcing a single migration.

Power BI

Gmail

Google Drive

Google Calendar

Dropbox

One Drive

Salesforce

Slack

Liferay

Nuxeo

Jira

Trello

Notion

Evernote

Wordpress

Github

Run on something we don’t list?

We add new connectors every month. Tell us what you use and we’ll wire it in.

Request a Demo

One brain, every industry

The pillars are the same everywhere (ERP, HRIS, CRM, VMS, knowledge), but the rules differ by industry. Docana™ already speaks the language of these verticals, so your super employees arrive trained on day zero.

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

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

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

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

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

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

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

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

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.

Engineered for the strictest security review

Two things kill enterprise AI deals: security and audit. Docana™ was architected for both from day one. Single-tenant by default. Deterministic by core. Read-only until you grant otherwise.

Single-tenant, isolated VPC

Each customer runs in a dedicated VPC on Google Cloud, connected via Private Service Connect. Your data never touches the public internet, only the Google backbone.

Read-only by default

Agents get read-only access to your systems of record. Any write or action requires an explicit, human-defined guardrail. Docana is an observer that becomes an actor only on your terms.

Deterministic audit trail

Every answer carries a deterministic trail back to the source record. Defensible in front of the SEC, financial regulators, or internal audit. Not a probabilistic guess wrapped in confidence.

Battle-tested at public-company grade

Stress-tested against the most demanding fiscal jurisdictions on earth: complex indirect tax regimes, strict labor codes, and public-company audit. If it holds up there, US GAAP is a breeze.

Built on a Secure by Design architecture with AES-256 encryption, Row-Level Security, and 99.95% availability. SOC 2 Type II and ISO 27001 certification in progress. Hosted on Google Cloud with Vertex AI for customers in regulated environments. U.S. patent pending on the cross-pillar reasoning architecture.

See the full architecture

Deploy on your terms

Most enterprise AI is take-it-or-leave-it SaaS. Pick the deployment model that fits. The contract follows.

Hosted by Docana

Default. Live in days.

Single-tenant VPC on Google Cloud, managed by us. Connected via Private Service Connect, deterministic core, read-only by default. Zero infra for you to run.

Your Private Cloud

BYO GCP, AWS, or Azure

Deploy Docana into your own cloud account. Your IAM, your VPC, your egress controls. Same product, same updates, none of your data leaves your tenancy.

On-Premise

In your data center, air-gapped if needed

For regulated industries and sovereign deployments. Run the entire reasoning layer inside your perimeter, with frontier model access via your approved endpoints.

White Label / OEM

Ship Docana as your product

Embed the Adaptive Reasoning Engine into your own enterprise product, with your name on the box. We provide the engine and the SLA, you own the customer relationship.

Same Adaptive Reasoning Engine in every deployment. Same API surface. Same auditable trail. The only thing that changes is who owns the infrastructure and whose name is on the product.

Partners

Certified system integrators and technology leaders who deploy Docana™ alongside us, so your Enterprise Reasoning Layer is live in days, not quarters.

News & Recognition

Analysts and industry press are taking note of how Docana™ turns fragmented enterprise data into one deterministic brain, and what that means for everyone shipping AI agents into production.

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

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.

Yahoo Finance

August 27th, 2025

"PatentVest, Inc. announced a strategic partnership with Docana, an emerging innovator in AI-powered enterprise knowledge extraction, to accelerate IP strategy and AI innovation." Coverage on Yahoo Finance highlights Docana's growing presence in the enterprise AI category.

Yahoo Finance

Your AI workforce. Live this week.

In a 30-minute demo we'll wire Docana™ into a sample of your data and show you what the Enterprise Reasoning Layer surfaces in the first hour: leakages, anomalies, missing controls, and the work your first agent can absorb on day one.

Scale output, not headcount.

Request a Demo