Generative AI for Finance

Unlock your business's full potential. Solve Complex Financial Processes with Next-Gen AI.

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Document workflow automation platform interface

Trusted by Leading Financial, Legal and Real Estate firms

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Introduction

Unlock Value Today

No more trials. Drive real results today with the power of AI.

Accounting Industry

Accounting Firm automates their clients invoice collection

10x
FASTER INVOICE PROCESSING
Real Estate Industry

Real Estate Agency enhances market research (changes tracking)

4x
DATA LEVERAGED
Legal Industry

Legal Team streamlines their due diligence workflows

200+
HOURS SAVED
Construction Industry

Construction company accelerates the way they negotiate with suppliers

95%
FASTER MATERIAL SUPPLIER BENCHMARKING
Finance Industry

In-House Finance Team automates expense tracking

2min
TO GROUP ALL EXPENSES EACH MONTH
Real Estate Industry

Real Estate Developer reshapes contractor bidding process

150+
HOURS SAVED PER QUARTER
Real Estate Industry

Real Estate Investment Firm transforms portfolio monitoring

5min
TO GENERATE STATUS REPORTS
Construction Industry

Construction company augments visibility on project cost analysis

3x
MORE DATA ANALYZED
Finance Industry

Financial Services Firm streamlines compliance reporting

80%
REDUCTION IN COMPLIANCE OVERHEAD
Use Cases

100+ Use Cases. Infinite Possibilities.

Explore our use cases and see how AI can transform your workflows.

Finance use case

Finance

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

Law use case

Legal

Rapid Contract Review to Identify Key Terms and Risks.

Rental Status

Real Estate

Investment Research and Market Analysis.

KYC & AML

Construction

AI-powered Supplier Benchmarking Analysis.

How it works

Solve Complex Financial Workflows
with the Power of AI.

Deep, accurate and actionable AI insights — turning weeks of work into minutes.

AI Analysis Table

Upload

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

ExtractionClassificationSplittingDeduplication
AI Analysis Table

Analyze

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

HITL ReviewData Validation>95% accuracy
Excel

Excel
Spreadsheets

SAP

ERP
Systems

QuickBooks

Accounting
Software

Salesforce

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.

Workflow AutomationWork the way you doWeeks of work in minutes
Why Elevate

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.
Solutions

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.

People are talking

Beyond expectations

Join the growing number of companies that trust Elevate AI to automate their document workflows and drive business growth.

“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.”

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Joan Alves

Founder at Impal

“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.”

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JF Partners

Operations Lead at JF Partners

“Elevate pulls data across our systems and docs, then delivers a portfolio monitoring report in minutes—game‑changing speed and clarity.”

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Star Capital

Portfolio Manager at Star Capital

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Elevate your firm with the power of AI

AI that works from day one —No engineering work required.

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