AI OCR & Automation
Embedded intelligence that reads, verifies, engages — all inside your journeys.
We’re trusted by many companies
SERVICES
Turn documents and data into decisions.
without leaving the flow.
In modern operations, data comes in every format — PDFs, images, scans, emails, forms.
You don’t want your clients or teams pausing journeys to manually sift, verify or recontact.
FastDox’s AI OCR & Automation ensures that everything from engagement to verification to re-activation happens inside your continuous, branded processes — automatically, in real time, with full intelligence behind it.
Zero interruption to journeys
Users never leave your interface; processing, verifying and decisions occur invisibly.
Faster time to insight
Raw documents become structured data almost immediately.
Reduced error and risk
Validation, classification and anomaly detection mitigate human mistakes.
Higher conversion
Re-engagement keeps leads alive, reduces drop-offs.
Smarter operations
Dashboards and reports surface patterns, bottlenecks and opportunities.
Scalable & global
Works across geographies, document types, languages, and time zones.
Resource optimisation
Your team focuses on complex exceptions, not routine checks.
AI Agents — the first line of engagement
- Automatically engage and qualify leads when they first interact — ask clarifying questions, collect data, guide them through onboarding steps.
- In your client portal, these AI Agents act like experienced customer service representatives — answering queries, giving status updates, nudging next steps.
- They never sleep — always available, consistent, and trained to your standards.
AI Verification — intelligent document validation
- Documents or information submitted by clients are assessed automatically against your criteria (format, completeness, authenticity).
- If something doesn’t meet standards — e.g. missing fields, low resolution images, mismatches — the system flags or rejects, and triggers corrective actions.
- Verification happens in real time — no manual waiting or intervention delays.
AI OCR — extract, analyse, classify, report
- Your uploaded documents (invoices, bank statements, contracts, identity proofs etc.) are processed instantly.
- Fields are extracted, text is categorised, numerical values are normalised, patterns are detected.
- The system can highlight anomalies (e.g. unusual transactions, mismatches, unexpected line items) and summarise key findings.
- Data is structured, ready for routing, decisioning or reporting.
AI Re-Engagement — revive cold leads automatically
- When a lead or user goes quiet, the system re-engages them via automated but personalised prompts — email, in-portal messages, SMS where applicable.
- The AI Agent can re-initiate the flow — ask missing questions, provide assistance, schedule calls — all without losing context.
- This reduces abandonment and boosts conversion by bringing clients back into the process.
Let’s transform your document processes from friction to fluidity.
FastDox’s AI OCR & Automation turns documents into action — inside your client journeys, in real time, with active engagement baked in.
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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