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AI Agents for Document Processing

AI agents that read PDFs, invoices, contracts and forms, extract the fields you need and route each document to the next step.

Agents listed
22
Last fact-check
Nov 3, 2026
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    Type
    Your agent type
    Channels
    Where your agent works
    Works with
    Your top integrations
    Best for
    The buyers your tool serves best

  • Accrual

    Agents that read client tax documents, chase missing items and draft review-ready returns, plus Arc agents for other accounting firm work.

    Type
    AI tax preparation agents plus a general agent platform (Arc)…
    Channels
    Web platform for firm staff
    Works with
    Works with firms' existing tax engines for prior-year data, carry-forwards and final filing; Arc works across a firm's connected systems
    Company
    Accrual · San Francisco, California, USA
    Best for
    Mid-size and large CPA firms with heavy individual tax return volume, especially complex returns with many K-1s and 1099s, that want preparers…

  • Agent Mode in Word

    Copilot’s agent in Word drafts, restructures and restyles documents to your template, then hands back tracked changes to accept or reject.

    Type
    Document drafting and editing agent
    Channels
    Word for web, Windows and Mac (Copilot chat pane)
    Works with
    Microsoft Word, Excel, Outlook email, SharePoint and OneDrive files, Microsoft Purview
    Company
    Microsoft · Redmond, Washington
    Best for
    Office workers who build reports, proposals and policies in Word and want a draft, restructure or style pass done inside the file…

  • Agentech

    Runs hundreds of AI agents on each claim file to review documents, check compliance and prepare recommendations for insurance adjusters.

    Type
    AI claims task agents (digital coworkers) for adjusters
    Platforms
    Cloud (SaaS)
    Works with
    Snapsheet (API), ClickClaims, Xactimate ecosystem, NVIDIA GPU infrastructure
    Company
    Agentech · founded 2023
    Best for
    TPAs, independent adjusting firms and carriers that want adjusters to handle more claim files without adding staff, especially in property, pet and…

  • Bevaya

    Runs prebuilt and custom AI agents that process insurance submissions, loss runs, claims documents, certificates and premium audits for carriers and brokers.

    Type
    Insurance document and workflow agent platform
    Platforms
    Cloud
    Works with
    Guidewire, Guidewire ClaimCenter, API access, existing systems of record
    Company
    Roots Automation, Inc. · founded 2018 (reported)
    Best for
    Carriers, brokers and TPAs with heavy document work in submissions, loss runs, claims intake, certificates and premium audits.

  • Black Ore Tax Autopilot

    Prepares complete, review-ready tax returns with workpapers from raw client documents, delivering them into a CPA firm’s tax software.

    Type
    Autonomous tax return preparation agent for CPA firms
    Channels
    Web platform, client document intake, tax software integration
    Works with
    Intuit ProConnect Tax and Intuit Lacerte (e-filing integration), other major tax software platforms
    Company
    Black Ore · Austin, Texas, USA · founded 2022
    Best for
    CPA and tax firms with large volumes of individual returns, including complex ones with many K-1s, that want preparers to review rather…

  • Box Agent

    Plans multi-step work across your Box files, extracts data, calls custom agents and turns the results into reports and documents.

    Type
    Enterprise content and document agent
    Channels
    Box AI Home (web), Box AI Studio
    Works with
    Box content library, Box AI Studio custom agents, models from OpenAI, Anthropic and Google, Box Notes
    Company
    Box, Inc. · Redwood City, California · founded 2005
    Best for
    Legal, procurement, HR, sales and marketing teams that keep contracts, invoices and files in Box and want answers, extractions and drafts built…

  • Claude Cowork

    Works through your chosen folders, connectors and a built-in browser to deliver finished decks, documents and spreadsheets on schedule.

    Type
    Desktop work agent for files, apps and connected tools
    Channels
    Desktop app (macOS, Windows), web and mobile for tasks without…
    Works with
    Microsoft 365, Amplitude, Slack (Team), Zoom MCP connector, Google Drive files via connectors
    Company
    Anthropic · San Francisco, California · founded 2021
    Best for
    Operations, finance, marketing and sales staff who repeat file-heavy work such as weekly readouts, month-end consolidation and contract memos.

  • DataSnipper

    Runs audit procedures end to end inside Excel and the cloud, collecting and verifying evidence and returning source-linked workpapers for review.

    Type
    AI agents for audit testing, evidence matching and finance procedures
    Channels
    Microsoft Excel add-in, cloud agents
    Works with
    Microsoft Excel, Microsoft Azure, data sources and systems of record used in audit procedures
    Company
    DataSnipper · Amsterdam, Netherlands · founded 2017
    Best for
    Audit firms, internal audit teams and corporate finance teams that test evidence in Excel and want agents to run full procedures and…

  • Dext AI Assist

    Learns how your firm categorizes and taxes transactions, then applies those rules across every client, with each suggestion open to review.

    Type
    Bookkeeping decision agent for accounting and bookkeeping firms
    Channels
    Dext web app (Costs and Sales spaces), Dext mobile app…
    Works with
    QuickBooks, Xero and 36+ accounting platforms, 11, 500+ banks and financial institutions, e-commerce platforms including Shopify and WooCommerce through Commerce Lite
    Company
    Dext
    Best for
    Accounting and bookkeeping firms on Dext that want their own categorization and tax rules applied consistently across many clients, with staff reviewing…

  • Docusign Iris AI Assistant and Agents

    Review and monitoring agents inside Docusign IAM check contracts against your standards, request approvals and track obligations after signing.

    Type
    Contract review and agreement monitoring agents
    Channels
    Docusign IAM web app, Agreement Manager, Workflow Builder, MCP server…
    Works with
    Salesforce, Microsoft Dynamics 365, HubSpot, SAP, Coupa
    Company
    Docusign · San Francisco, California
    Best for
    Legal, sales and procurement teams already on Docusign IAM who want contracts reviewed against company standards and obligations tracked without manual follow-up.

  • Filed

    Prepares tax returns for CPA firms by extracting client document data and entering it into the firm’s existing tax software.

    Type
    AI tax preparation agent for accounting firms
    Channels
    Runs inside the firm's existing tax software; web workspace
    Works with
    CCH Axcess, UltraTax, Lacerte, ProConnect, Drake
    Company
    Filed
    Best for
    CPA and tax firms that prepare individual, trust, partnership and corporate returns in CCH Axcess, UltraTax, Lacerte, ProConnect or Drake and want…

  • Hebbia

    Agents that read data rooms, filings and transcripts at scale and draft cited buyer lists, diligence answers and CIMs for finance teams.

    Type
    Document research and analysis agents for investment banking and finance
    Channels
    Web app, API, MCP server
    Works with
    PitchBook, CapIQ, Datasite, Octus, Databricks
    Company
    Hebbia · New York, New York · founded 2020
    Best for
    Investment banks, advisory boutiques, private equity firms and asset managers that need to analyze thousands of deal documents with sourced answers.

  • Indico Data

    Classifies, extracts, validates and routes insurance submissions and claim documents using configurable agents chained into underwriting and claims workflows.

    Type
    Configurable AI agents for insurance document intake, triage and decisioning
    Channels
    Email inbox ingestion, APIs, underwriting workspace
    Works with
    Guidewire, Aon APP, Hyperexponential, Unqork, Azure OpenAI
    Company
    Indico Data Solutions, Inc. · Boston, Massachusetts, USA
    Best for
    Commercial and specialty carriers, MGAs and London Market insurers buried in broker emails, SOVs, loss runs and claim documents.

  • Kalepa

    Ingests, clears and triages commercial insurance submissions, researches each risk and helps underwriters rate, quote and bind.

    Type
    Modular AI underwriting agents for commercial and specialty insurance
    Channels
    Web underwriting workspace, submission inbox
    Works with
    Excel pricing models, external raters, internal rating systems, existing core and policy systems, third-party data sources
    Company
    Kalepa · New York, New York, USA · founded 2018
    Best for
    Commercial and specialty carriers, MGAs, mutuals and E&S underwriters with more submissions than their teams can review.

  • Paperless Parts Wingman

    Reads RFQ emails, prints and 3D models, builds quote line items and flags specs, materials and ITAR risks for machine shop estimators.

    Type
    AI quote intake and print analysis agent for job shops…
    Channels
    Email forwarding, web app, customer RFQ portal
    Works with
    Email (RFQ forwarding), CAD models and PDF prints, Paperless Parts material records and routers, ERP and QuickBooks connections (reported limited by reviewers)
    Company
    Paperless Parts · Boston, Massachusetts
    Best for
    CNC machine shops, sheet metal fabricators and contract manufacturers that quote many RFQ packages a week, including aerospace and defense suppliers handling…

  • Pibit.AI CURE

    Agentic underwriting platform that clears, extracts, researches and scores commercial insurance submissions before an underwriter makes the call.

    Type
    Agentic underwriting workflow platform
    Channels
    Email and agent portal submissions, web workbench, APIs
    Works with
    Email, agent portals, agency and policy administration systems, CRM, document management
    Company
    Pibit.AI · San Francisco, USA
    Best for
    Commercial, specialty and E&S carriers and MGAs with high submission volumes, messy loss runs and underwriters buried in data entry.

  • Raft

    Reads shipping documents, prepares customs entries, matches carrier invoices and routes freight email for forwarders and customs brokers.

    Type
    Logistics operations, customs and accounts payable agents
    Channels
    Email, EDI, API, web workspace
    Works with
    TMS, ERP and CRM systems of record, email, EDI feeds, APIs
    Company
    Raft (formerly Vector.ai) · London, UK · founded 2017
    Best for
    Mid-size and large freight forwarders and customs brokers with heavy document, customs entry and carrier invoice volume running on a TMS.

  • Ramp Agents

    Finance agents inside Ramp that review expenses against policy, code invoices, catch fake receipts and pay vendors by card.

    Type
    Finance operations agents for expense review, accounts payable and accounting
    Channels
    Web app, SMS
    Works with
    ERP and accounting sync (advanced and multi-entity on Plus, enterprise ERP on Enterprise), Visa, SMS, Ramp cards
    Company
    Ramp · New York, USA · founded 2019
    Best for
    Startups and growing companies that use, or plan to use, Ramp cards and bill pay and want expense review and invoice coding…

  • Sirion AgentOS

    Orchestrates contract agents through a chat interface to draft, redline, extract data, track obligations and check invoices against contract terms.

    Type
    Enterprise contract lifecycle management agents
    Channels
    Sirion web app, AskSirion conversational interface, Microsoft Word
    Works with
    Microsoft Word, SAP Ariba, custom agents built on agentOS
    Company
    Sirion
    Best for
    Large enterprises with high contract volumes across legal, procurement and sales that want agents for drafting, negotiation and post-signature obligations and invoice…

  • Truewind

    Turns statements, exports and source documents into workpapers and GL-ready journal entries, matching bank activity and flagging exceptions for reviewers.

    Type
    AI bookkeeping, reconciliation and month-end close agents
    Channels
    Web app, Excel and PDF workpapers, general ledger integration
    Works with
    QuickBooks Online and Sage Intacct (read/write API), Google Drive, Microsoft Excel, Plaid, Finicity
    Company
    Truewind
    Best for
    Client accounting services firms, outsourced accounting teams, controllers, family offices and nonprofits on QuickBooks Online or Sage Intacct who want close work…

  • Vertafore Velocity AI Agents

    Turns insurance submissions, policy change requests and carrier statements into structured, checked work inside Vertafore systems for staff approval.

    Type
    Insurance operations agents embedded in agency and MGA management systems
    Channels
    Surefyre underwriting workbench, AMS360, Outlook, ReferenceConnect AI, BenefitPoint
    Works with
    Surefyre, AMS360, Microsoft Outlook, ReferenceConnect AI, BenefitPoint
    Company
    Vertafore
    Best for
    MGAs on Surefyre and agencies on AMS360 that want submission intake, policy change review and carrier statement reconciliation prepared by agents for…

  • Vic.ai

    Reads, codes, matches and routes vendor invoices, then posts high-confidence ones to the ERP without human review.

    Type
    Autonomous accounts payable agent
    Channels
    Email, Supplier portal, EDI, Upload, Microsoft Outlook
    Works with
    Oracle NetSuite, Sage Intacct, SAP S/4HANA, Microsoft Dynamics GP and NAV, Oracle Fusion
    Company
    Vic.ai · founded 2017
    Best for
    Mid-size and large finance teams and accounting firms processing high invoice volumes on an ERP such as NetSuite, Sage Intacct or SAP.

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