“We were up and running from day one. The best part has been hearing from our construction customers about how much easier and faster their workflows have become.”
Generative AI for Finance
Unlock your business's full potential. Solve Complex Financial Processes with Next-Gen AI.

Trusted by Leading Financial, Legal and Real Estate firms


















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Accounting Firm automates their clients invoice collection

Real Estate Agency enhances market research (changes tracking)

Legal Team streamlines their due diligence workflows

Construction company accelerates the way they negotiate with suppliers

In-House Finance Team automates expense tracking

Real Estate Developer reshapes contractor bidding process

Real Estate Investment Firm transforms portfolio monitoring

Construction company augments visibility on project cost analysis

Financial Services Firm streamlines compliance reporting
100+ Use Cases. Infinite Possibilities.
Explore our use cases and see how AI can transform your workflows.

Finance
Collect, process and upload into your accounting software all your invoices on autopilot.

Legal
Rapid Contract Review to Identify Key Terms and Risks.

Real Estate
Investment Research and Market Analysis.

Construction
AI-powered Supplier Benchmarking Analysis.
Solve Complex Financial Workflows 
 with the Power of AI.
Deep, accurate and actionable AI insights — turning weeks of work into minutes.

Upload
Upload your documents to Elevate AI, and let the magic happen. The AI will collect and parse all of your documents.

Analyze
AI-powered Analysis that turns your docs into actionable insights. A system that can handle complex edge cases.

Excel
Spreadsheets

ERP
Systems

Accounting
Software

CRM
Systems
Export
Easily export the data you need into spreadsheets, perfectly formatted the way you want. Simplify your workflow by organizing information in a way that works best for you.
Our advantage,
your competitive edge
Save 85% of time on your document workflows, guaranteed. Avoid paperwork, forever.
Without Elevate
An Average Estimate For Real Estate Or Construction Firms Relying On Manual Workflows.
- —Accuracy: < 80%
- —Total Process, Including All Steps, Takes 20-25 Hours.
- —Costs $250 Per Workflow Done.
- —Over 80% Of Manual Document Workflows Have Mistakes Or Outdated Data.
With Elevate
Streamline Your Document Workflows With Elevate To Eliminate Errors, Save Time, And Maximize Your ROI.
- Accuracy: > 95%
- Total Process, Including All Steps, Takes Up To 5 Hours. Over 80% Of Time Saved.
- Costs $20 Per Workflow Done.
- Ensure Instant Access To Accurate And Up-To-Date Document Workflows At All Times.
Powerful Impact. Real Outcomes.
Tailored solutions for firms that don’t wanna be left behind.
Automated Invoice Collection and Processing
Collect, parse, and post invoices to your ERP automatically with high accuracy.
Due Diligence for Mergers and Acquisitions (M&A)
Centralize deal docs, extract risks and KPIs, and generate instant diligence summaries.
Credit Agreement Analysis
Surface covenants, rates, maturities, and obligations across complex agreements in seconds.
SWOT Analysis
Synthesize internal data and market signals to produce concise, decision‑ready SWOT briefs.
Market Sentiment Analysis
Analyze earnings calls, news, and filings to quantify sentiment by entity and topic. Track shifts over time and surface key drivers automatically.
Portfolio Performance Evaluation
Roll up positions, cash flows, and benchmarks to produce clear performance reports. Highlight outliers, risk contributors, and trends in seconds.
Beyond expectations
Join the growing number of companies that trust Elevate AI to automate their document workflows and drive business growth.
“Elevate extracts the data we need and flags risks instantly—no manual slog. It’s like having a tireless analyst that never misses a thing.”
“Elevate pulls data across our systems and docs, then delivers a portfolio monitoring report in minutes—game‑changing speed and clarity.”

Elevate your firm with the power of AI
AI that works from day one —No engineering work required.