Transform documents into searchable knowledge with AI-powered cited answers
AI revenue operations platform for manufacturers and distributors
Stage
Established
Not given
Founded
2003
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Based in
US
US
Pricing model
Freemium
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Pricing
SaaS: $30 per user per month (10% discount billed annually), includes 5GB storage, 30+ agents, SSO and audit logs. 15-day free trial with no credit card required. On-Prem Edition pricing available by contacting sales.
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Key features
AI-powered document Q&A with page/row/paragraph references
30+ pre-built AI Agents for contracts, compliance, invoices and more
Multi-source document processing (PDF, DOCX, XLSX, PPTX, CSV and more)
Connect Google Drive and Microsoft SharePoint with auto-sync
Query SQL databases in plain English without SQL skills
Website content indexing for live knowledge sources
Bring your own LLM (OpenAI, Anthropic, Gemini, Llama)
Role-based access control (RBAC) and full audit logs
On-premises or private cloud deployment options
Custom Agent creation on user-defined templates
Automated quote generation from RFQs with pricing and inventory matching
Capture requests via email, phone, portal, PDF, and spreadsheet
Customer record deduplication and enrichment
Product SKU normalization and alternate matching
Automatic order staging in ERP from email and portal orders
Role-based access control and permissioning
What makes it different
Every answer is cited to its source document—no hallucinations or invented claims
Delivers finished work products instead of chat transcripts
Data stays on your infrastructure with full deployment control
Built for regulated industries with permission-aware design and full audit trails
Choose and change your LLM independently from the platform
Operates inside existing systems without forcing teams to adopt new tools
Learns from every transaction to continuously improve workflows and surface patterns
Captures and operationalizes tribal knowledge and senior rep judgment
Four-week implementation to first operating workflow