Beau
Make every client document a data asset.
Beau is a platform that automates the processing of client-submitted documents. It solves the problem of manual data entry and verification by extracting, verifying, and structuring information from documents such as PDFs, images, and scans. The platform eliminates the need for back-and-forth emails to correct submissions, providing instant validation and delivering structured data directly to systems like CRMs and spreadsheets.
Key capabilities include smart verification for online forms, filled PDF form generation, and a clear audit trail of all submissions. The platform integrates with existing forms and offers AI-powered suggestions, customizable dashboards, and real-time collaboration. It is accessible on any device and provides bank-level security.
Beau is designed for teams that manage client-facing document workflows. It offers a Basic plan with advanced automation and integrations, as well as an Enterprise plan with custom solutions for larger teams. The platform supports unlimited users and provides 24/7 customer support.
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