Vertical · Financial
From lead to disbursement, without manual paperwork.
DocCoreX connects your financial operation's documents — applications, statements, letters — to the AI engine that validates, extracts and generates what each step needs.
What we solve in your sector
Origination with validated case files
Every application reaches the analyst with its records already verified: nothing moves to a decision incomplete.
AI cash-flow analysis
Bank statements and payslips turned into structured data to decide faster.
Disbursement letters in minutes
Communications generated the moment funds are disbursed, not in next week's batch.
Statements and certificates in your design
Statements, certificates and account summaries generated via API with the bank's visual identity — through Studio.
Portfolio monitoring with alerts
Due dates, renewals and exceptions that used to go unnoticed, now flagged automatically.
Applicant onboarding and KYC
Document and watchlist verification of the borrower before approval — through PartnerHub.
Modules that apply
These capabilities run on the same document-AI engine.
Studio
Design visual templates and generate consistent documents via API — same input, same output, every time.
Meet Studio →Vault
Smart repository: upload, classify and extract information from any document with AI.
Meet Vault →Messaging
Classifies and answers email automatically with the same document-AI engine.
Meet Messaging →Flow
Automate approvals and workflows, from onboarding to disbursement.
Meet Flow →PartnerHub
Manage third parties, onboarding and KYC — customers, suppliers and contractors in one place.
Meet PartnerHub →Let's talk about your operation.
Every sector has its own rules — let's talk about which modules apply to yours.
Let's talk