Agentic AI for Finance & Accounts

Intelligent Process Automation solutions for enterprise finance & accounts functions

Cut the repetitive. Focus on high-value work

Legal and Compliance teams handle massive, complex information and constantly changing regulations. With much of it unstructured, automation is challenging. Botminds IDP & IPA streamline these processes, delivering 10x efficiency. As a complete AI solution, Botminds accelerates workflows, ensures compliance, and improves customer service.

Our Solutions

401(k) Compliance Extractor

401(k) Compliance Extractor

401(k) Compliance Extractor

Extract, validate, and monitor 401(k) plan details from filings and records with full audit traceability.

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Audit Trail Intelligence Suite

Audit Trail Intelligence Suite

Audit Trail Intelligence Suite

Establish a single, verifiable source of audit truth across documents, data, and workflows.

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Invoice Intelligence Hub

Invoice Intelligence Hub

Invoice Intelligence Hub

Empower Finance Teams with Agentic AI—Automate complex invoice processing from capture to closure.

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Company Filings Extraction

Company Filings Extraction

Company Filings Extraction

Extract, validate, and analyze key financial disclosures with enterprise-grade accuracy at scale.

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Lease Data Extractor

Lease Data Extractor

Lease Data Extractor

Structured lease insights with clause-level precision, version awareness, and full audit traceability.

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Loan Document Intelligence Agent

Loan Document Intelligence Agent

Loan Document Intelligence Agent

Automate document classification, data extraction, and compliance validation across every stage of the loan lifecycle.

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M&A Deal Intelligence Agent

M&A Deal Intelligence Agent

M&A Deal Intelligence Agent

Track, analyze, and compare mergers and acquisitions with contextual insights and source-level traceability.

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Mortgage Intelligence Hub

Mortgage Intelligence Hub

Mortgage Intelligence Hub

Unify loan documents, borrower data, and compliance records into a single, traceable intelligence layer.

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Financial Spreading Suite

Financial Spreading Suite

Financial Spreading Suite

Extract, structure, and normalize financial statements—across formats, standards, and entities—with unmatched accuracy and traceability.

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Art of Possible

KYC/AML Compliance Automation

Automate due diligence by extracting and classifying data from customer/vendor documents.

Claims & Policy Document Processing

Process insurance claims, contracts, and policies faster with reduced manual effort.

Regulatory Compliance Monitoring

Continuously track, analyze, and validate compliance documents and disclosures.

Research & Market Intelligence

Automate retrieval and summarization of reports, filings, and market updates.

What makes the Platform Powerful

AI First Approach
No Code Platform
Vertically Integrated
End to End Automation
Generative AI at Core
Private Cloud & On-Prem
ISO 27001:2013 & SOC 2
Mobile & remote accessibility

Ready to Transform Your Invoice Process?

Let’s show you how Botminds can help eliminate inefficiencies and scale your AP operations.