The Enterprise Reasoning Layer
Docana™ connects the four pillars of your business (ERP, HRIS, CRM, VMS) together with your corporate knowledge, into a single deterministic brain. Then you deploy super employees that reason across all of it, validating their own work with deterministic LLM evaluations before they act.
Start with one role. Stand up a super employee for it. Add the next. Within a few weeks you have a small team of digital experts handling the work you would otherwise need ten new hires to absorb. Scale output, not headcount.
Departmental Super Employees
Bounded experts for Finance, HR, Sales, Operations, and Legal. Each one knows its domain inside out (IFRS rules, labor law, compensation policy, vendor contracts) and only sees the data and authority you give it. Built-in governance, not bolted on.
The Business Analyst
For the leadership team. The trusted right hand that synthesizes every pillar into a single strategic answer. Ask "why are our costs up?" and get the actual cause: a 15% AWS spike, a recruiting fee surge, and a Q2 renewal slip. Not three dashboards and a meeting.
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
Enterprise Search
Find precise answers buried within hours of video, audio, images, PDFs, and technical documents, not just keyword matches.
Docana's AI-based multi-modal search understands your entire business context. Ask questions in natural language and get instant answers. Unlike traditional search that relies on exact keyword matching, Docana comprehends the meaning and context of your query, searching across all data types simultaneously.
Powered by the Corporate Knowledge Layer, every search discovery enriches your knowledge base, making information instantly available for your custom automations. Whether you're looking for a specific clause in a contract, a procedure mentioned in a training video, or data points in a spreadsheet, Enterprise Search delivers accurate, context-aware results that help your team make faster, more informed decisions.
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Agents
Super employees that reason across every pillar of your business, validate their own work before they act, and live inside the tools your team already uses.
Each agent is a bounded expert: the Finance one knows IFRS and your tax codes; the HR one knows your labor policies; the Legal one knows your contract templates and exceptions. They only see the data and authority you grant them. Built-in governance, not bolted on. Together they form the same reasoning layer the Business Analyst draws from to answer cross-pillar questions for the C-suite.
As the first platform to automate business decisions with LLM evals, Docana lets every agent evaluate and validate its own output against your standards before it commits to an action, producing deterministic, auditable results that hold up in front of finance, legal, and compliance.
Build a new agent in seconds. Upload a video of your subject matter expert explaining a process, and Docana's Adaptive Reasoning Engine (covered by a pending U.S. patent) converts it into a reasoning model that replicates their decisions, grounded in your Corporate Knowledge Layer. No code required.
Deploy them where your team works: a finance analyst writes =DOCANA() in Excel, a sales director @-mentions Docana in Slack or Teams, an operations lead pings it on WhatsApp. No new portal. No per-seat license capping who gets answers.
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.
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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.
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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.
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Why this works where everything else stalls
Microsoft Copilot is great if you live entirely in the Microsoft stack. Salesforce Agentforce is great if you only care about CRM. Vertical tools like Ramp and Brex own ERP + VMS for the SMB. Glean and Hebbia retrieve documents, but cannot act on them.
Docana™ is the agnostic intelligence layer that unifies all of them, without forcing a migration, and reasons deterministically across every pillar.
Cross-Pillar Reasoning
We do not force you onto one vendor stack. ERP, VMS, HRIS, and CRM all feed one brain, so "why is our burn up?" finally has one whole answer.
Auditor-Grade Determinism
Every answer carries a deterministic trail back to the source record. Defensible in an audit, in a courtroom, and in a CFO’s monthly review.
Lives Where Work Happens
=DOCANA() in Excel. @docana in Slack and Teams. WhatsApp on the floor. No new portal to teach. No per-seat cost gating who gets access.
Day-Zero Onboarding
Live in days, not months. Docana already understands enterprise structure, so it crawls your systems and surfaces leakages, anomalies, and missing controls in the first hour.
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.