Finance
When an invoice arrives
Check every incoming invoice.
Read the invoice, compare it with your purchasing policy, and flag missing details or amounts that need finance review.
What you get
A review report with exceptions and sources
Introducing Docana
Your AI workforce, built around your work.
Create AI employees by describing the job in Docana, Claude, or ChatGPT. Automate the work of a person or a whole team with your company knowledge. Work together through the tools your team already uses.
- Terabytes of company knowledge
- Deterministic automations
- Human review
Your AI workforce, in actionNarrated product tour
Read the video transcript
Meet Docana. Your AI workforce, built around your work.
Start with a role, or describe the job in your own words. Add a file, or record a brief.
Give your employee a name, a personality, and the knowledge it needs. Shape the workflow together in a conversation.
Smart models need consistent execution. Our patent-pending technology powers deterministic workflows.
Build in Docana, connect from Claude or ChatGPT, or use your own code. Your workforce stays together.
Bring terabytes of company knowledge into Docana, with the access each employee needs.
Work together in chat, on WhatsApp, or through your other connected channels. Review the work as it happens.
Your employees. Your knowledge. Your tools. Build once. Work together, everywhere.
Start with one job. Build the team you need.
From a job brief to a tested employee. Real product screens, AI narration, and original music.
Putting AI to work across industries
Work you can hand over
Work gets done between conversations.
Docana connects AI employees to your company knowledge and business systems to automate recurring work. You define the workflow and approval steps. Your team works with them through the tools they already use.
Legal
When you request a review
Prepare the contract review.
Compare clauses with your playbook, extract obligations, and draft suggested changes for your legal team to check.
What you get
A review brief and proposed revisions
Operations
Every Monday morning
Deliver the weekly briefing.
Gather updates from connected sources, highlight changes and open issues, and send the summary to your team.
What you get
A scheduled briefing, ready to share
The knowledge behind the work
From a first folder to terabytes of company knowledge.
Bring documents, spreadsheets, images, audio, and video into a shared, searchable knowledge base. Keep linked folders in sync and choose which collections each employee can use.
Explore enterprise knowledgeFrom a job brief to a working employee
Give the job to someone you can work with.
Start with a role or a brief. Add your knowledge, prepare the workflow in a conversation, and test the work before you publish. Here is what that looks like with Robin.
Meet Robin · Invoice review
Start with the work.
Choose a role, attach a job description, or explain it in your own words. Robin starts with invoice review and the details that matter to your finance team.
- 20 role starters to make it your own
- Written, file, or voice briefs
- A name, portrait, and tone of voice
Meet Robin · Invoice review
Teach it your way of working.
Start with a few files or connect an enterprise knowledge base spanning terabytes. Choose the sources and tools this employee can use, then prepare the workflow together.
- Drop files and whole folders
- Connect company knowledge and tools
- Refine the workflow by talking it through
Meet Robin · Invoice review
See what it can do.
Try the situations your team actually faces. Check a missing purchase order, a complete invoice, and an amount that needs a person’s approval. Review the results before publishing.
- Test your own expectations
- Inspect results and exceptions
- Improve, test again, then publish
Meet Robin · Invoice review
A new teammate. Familiar tools.
Once you have reviewed and published the workflow, work with Robin in chat or connect the channels your team uses. Return to the profile to review work and improve it.
WhatsApp
Slack
Claude
ChatGPT
- Chat with the employee you prepared
- Add the channels your team uses
- Review work history and performance
Docana
Create in Docana
Choose a role or bring your own brief. Give the employee an identity, prepare it in a conversation, and open the advanced workspace whenever you need more control.
ClaudeChatGPTMCPAPICLI
Build from your AI client
Create and prepare the same employees from Claude or ChatGPT through MCP, or from your own code with the API and CLI. Continue in Docana with the same knowledge, access, and saved preparation conversation.
Built in your preferred tool. Managed together in Docana. Available wherever your team works.
Powered by our patent-pending technology
Smart models. Consistent execution.
As models get smarter, the challenge is making them follow your business process consistently. Docana’s Adaptive Reasoning Engine models that process as a deterministic workflow. Define the steps, rules, and human review points, then test behavior and inspect each run.
Explore testing and insightsTest your expectations
Try real examples and edge cases.
Inspect each result
Review the work and follow its sources.
Improve the workflow
Adjust, test again, and publish when ready.
Your workforce, connected
Create anywhere. Work as one.
Turn the work of a person or an entire team into AI employees. Build in Docana, Claude, or ChatGPT. Keep the workflows, enterprise knowledge, and access together in Docana.
Create and improve
Choose where you build.
- Docana Workforce Builder
- Claude + ChatGPT
- Your code + cloud
AI clients connect through MCP. Your systems can use the API or CLI.
Your AI workforce
One home in Docana
- Customer support
- Finance analyst
- Operations team
WorkflowsTests + versionsAccess controls
Work from anywhere
Keep your preferred interface.
- Slack + Teams
- Claude + ChatGPT
- Web + API
Talk to an employee, trigger a workflow, or coordinate work across your team.
Connected to your enterprise
- Files + company knowledge
- ERP + CRM + databases
- Tools + external MCP servers
Real teams. Real results.
Already in production
From frontline support to finance and legal, teams use Docana to turn everyday work into measurable results. See how they do it.
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 →
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
Your systems know the pieces. Docana connects them.
Your answers are spread across contracts, spreadsheets, inboxes, and business systems. Docana brings that context together so your AI employees can answer questions and do the work, with the source attached.
Three challenges to solve: speed, context, and trust.
Problem 01 · Speed
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 · Completeness
Most AI only sees one corner of your business
Questions about customers, contracts, and vendors often span several systems. An assistant needs access to the relevant records and documents to give your team useful context.
Problem 03 · Trust
Real work needs proof, not guesses
Finance, legal, and operations teams need to check the basis for an answer. Build workflows that retrieve source documents, apply evaluation criteria, and route decisions for human review when needed.
Connect the systems your team already uses, define how the work should happen, and review the results with their sources. Start with one workflow and expand as you learn.
Explore employee roles →Build once. Show up everywhere.
Start with your employee’s workspace. Connect other channels when it is ready, with the knowledge, workflows, and access you have configured.
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.
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.
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.
SMS
Reach customers without an app
The same agent answers over plain text messages, so customers without WhatsApp or a smartphone app still get instant, grounded answers.
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, the workflows you configure.
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
Your employee’s everyday workspace
Create an employee, prepare its work, and switch to its working chat. Return to conversations, review results, and open the advanced workspace when you need more control.
Claude & ChatGPT
Your AI client, connected via MCP
Create and prepare employees from Claude or ChatGPT through MCP. Continue in Docana with the same employee profile, knowledge, and saved preparation conversation.
Prepare and test your employee first. Publishing and connecting channels are explicit steps, so you decide when and where it starts working.
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 DemoEmployees prepared for your industry
Every organization has its own documents, systems, and rules. Prepare your AI employees with that context, then test the work against examples that matter to your team.
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.
See a similar case in production
Healthcare
Transform healthcare operations with integrated data for patient care, operational efficiency, and regulatory compliance. Automate medical record analysis, insurance processing, and compliance documentation.
See a similar case in production
Construction
Integrate project data seamlessly to optimize construction timelines, resource management, and collaborative progress tracking. Automate contract reviews, change orders, and safety compliance documentation.
See a similar case in production
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.
See a similar case in production
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.
See a similar case in production
Education
Validate candidate exam curricula, review student records and GPAs, and gain institutional insights. Automate academic document processing, curriculum analysis, and student assessment reviews.
See a similar case in production
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.
See a similar case in production
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.
See a similar case in production
Government
Unify institutional knowledge, automate administrative routines, and serve citizens on the channels they already use. Every answer carries a deterministic audit trail, defensible before oversight bodies, with no system replaced.
Explore Docana for GovernmentOne foundation for every industry
Knowledge, workflows, and access stay in Docana. Each employee brings the context of its role.
- Files + company knowledge
- ERP + CRM + databases
- Tools + external MCP servers
AI in the service of public administration
Connect your agency’s systems, documents, and databases to AI employees prepared for its work. Define the task, add institutional knowledge, and test examples before publishing a workflow for staff or citizens.
Unified institutional knowledge
Letters, contracts, terms of reference, spreadsheets, images, audio, and video become searchable in natural language, with answers in seconds and the source always indicated.
Project management and monitoring
Individualized environments per project or program, with automated identification of deadlines, risks, deliverables, and pending items, plus integrated tracking of targets and indicators.
No-code automation
Civil servants without technical training build automated workflows: data consolidation, status updates, deadline checks, and responses to recurring requests.
Service on the channels that already exist
The same agent answers on institutional WhatsApp, on the portal, by e-mail, or via API, for authorized staff or for citizens, 24 hours a day.
Results in production
20,000
resumes screened in 48 hours
Work that required an outsourced review board for 2 to 3 months, now with a deterministic audit trail per result.
400
legal challenges per cycle lost their grounds
Every candidate receives a clear, data-based justification for each screening decision.
50,000
messages handled per month
A service agent integrated with the ERP and CRM, a model that applies directly to citizen services.
Built to pass the most demanding oversight review
Read-only by default
Agents access the agency’s systems for queries only. Any write action requires an explicit rule defined by the Administration.
LGPD and GDPR compliance
Encryption in transit and at rest, two-factor authentication, and a contractual ban on using data for any purpose beyond the contract.
Deterministic audit trail
Every answer is reproducible and traceable to the source document and record, defensible before internal and external oversight bodies.
The data belongs to the Administration
At the end of the contract, all databases and content are returned in an open, structured, interoperable format.
Runs in the Docana-managed cloud, in the agency’s own private cloud (GCP, AWS, or Azure), or on-premise for environments that require full isolation.
Engineered for the strictest security review
Two things kill enterprise AI deals: security and audit. Docana™ was architected for both from day one. Deterministic by core. Read-only until you grant otherwise. Single-tenant isolation available when your review demands it.
Single-tenant, isolated VPC
Available when your security review demands it: run in a dedicated VPC on Google Cloud, connected via Private Service Connect, so 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.
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.
Managed by us on Google Cloud. Deterministic core, read-only by default, zero infra for you to run. A dedicated single-tenant VPC with Private Service Connect is available when you need it.
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
Read more
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
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.
Read moreYahoo FinanceStart with one workflow
Meet your next AI employee.
Bring a job your team wants help with. Explore the employee creation walkthrough and see how a brief becomes work you can test, review, and publish.
What we’ll explore together
- Define the role and connect your knowledge
- Prepare together and test real examples
- Publish, choose channels, and review the work