Docs2App · Smart Intake Assistant

Upload the documents. Review the application.

Most funding files start messy. Bank statements, entity docs, old applications, processor statements, tax docs, screenshots. That should not stop the review.

Docs2App is built to read what the client already has, organize the file, fill what it can, and show what still needs a human answer.

Upload Documents Instead Try the browser demo See the flow

This MVP demo labels files in the browser. Nothing is submitted automatically, and the client stays in control.

No more guessing which file goes where. Drop in the documents, let the assistant sort them, then review the fields before submission.

Working MVP demo

Upload what you have.

This first version labels the files, shows what looks missing, and creates the review experience. The next layer is server-side extraction into the full application.

Works with multiple files at once
Labels common funding documents
Shows confidence and missing items
Nothing leaves the browser in this demo

Your nameEmailBusiness nameFunding need

Quick noteDrop files here or tap to chooseBank statements, entity docs, old applications, tax docs, processor statements, property docs, and more.

From document pile to clean application.

The goal is simple. Less friction for the client, a cleaner file for review, and fewer back-and-forth messages before anyone can make a decision.

01Upload what you have

Statements, entity docs, tax docs, checks, old applications, processor statements, or deal notes.

02The assistant sorts it

Each file gets labeled, grouped, and checked against the fields needed for the funding review.

03The app starts itself

Business name, address, ownership clues, revenue clues, bank details, and entity type can be pulled where possible.

04The client reviews it

Missing or uncertain items are highlighted. The client fixes anything wrong and fills in what the documents could not answer.

A better way to start a funding file.

Here’s the thing. Most clients are not trying to be difficult. They just do not know what a funder needs, what each document is called, or which fields matter. Docs2App meets them where they are.

Fewer abandoned applicationsClients can start by uploading documents instead of typing every field from scratch.

Faster reviewThe team can see what is present, what is missing, and what needs follow-up.

Better trustThe client can see the source of each answer before approving it.

Cleaner handoffThe final package can include the application, extracted summary, and organized documents.

What the assistant should recognize.

Start with the highest-value documents first. Then add deeper extraction once the flow is working.

Bank StatementsBusiness name, deposits, ending balances, negative days, revenue trend, account holder.

Identity DocumentsName, address, date of birth, state, expiration date, and document type.

Entity DocumentsLegal name, state, entity type, filing date, officers, registered address.

Existing ApplicationsReuse answers from older applications so the client does not repeat themselves.

Voided ChecksBank name, routing number, account number, and account holder.

Tax Docs and P&LRevenue, expenses, net income, period covered, and business identity clues.

Docs2App turns the intake into the easy part.

Upload what you have. Review what it finds. Fill in the blanks. Submit when ready.

Upload Documents Instead Start with files