Jax, the workflow chameleon

Jax is a versatile AI agent. He can extract key details from structured and unstructured sources—whether invoices, emails, databases, or forms—capturing the critical data that drives your operations.

Extract relevant information from structured and unstructured sources (e.g., invoices, emails, databases, forms)
Input, structure, and organize data into systems, CRMs, and spreadsheets

Cross-check entries for accuracy, consistency, and completeness
Categorize and tag data based on predefined labels (e.g., donor types, transaction types, document types)

Compile and consolidate information from multiple sources into unified reports
Provide structured data for analytics, trend identification, and forecasting

Scan and analyze documents for compliance, completeness, and potential errors
Sort, store, and manage documents within appropriate digital or physical filing systems