Doc AI Agent

Doc AI Agent — AI-powered doc assist that extracts,chats and exports data from invoices/receipts/bills, and business docs.

A smart document assistant to instantly extract, analyze, and export structured data from invoices, receipts, and business bills. Doc AI Agent helps businesses, accountants, and finance teams extract, analyze, and export data from common business documents effortlessly. Upload invoices, receipts, bank statements, utility bills, travel tickets, and delivery notes directly from your browser. The extension reads your documents using advanced OCR technology, then turns key information into structured tables, summaries, and export-ready files. ───────────────────────────────────── WHAT DOC AI AGENT DOES ───────────────────────────────────── Doc AI Agent reads supported document and image files, including PDFs, Word documents, and standard image uploads. It extracts important business fields such as GSTIN numbers, invoice amounts, tax breakdowns, line items, supplier and receiver details, HSN codes, place of supply, dates, and payment information. It supports two tax regions: India (GST — CGST/SGST/IGST) and Saudi Arabia / GCC (VAT) — switch regions with one toggle. You can also ask questions in plain English, such as: "What is the total IGST across all invoices?" "Show me receipts paid by UPI." "Summarize expenses by vendor." Doc AI Agent responds with clear answers, structured tables, summaries, and downloadable exports. ───────────────────────────────────── KEY FEATURES ───────────────────────────────────── Document Processing • GST invoices, including B2B, import, and NIC e-Invoice (IRP) formats • Saudi/GCC VAT invoices (ZATCA-style) • Multi-invoice PDFs — automatically detects and splits multiple invoices merged into one file • Multi-page invoices — pages are grouped into the right invoice automatically • Receipts from restaurants, retail stores, petrol pumps, and medical purchases • Bank statements • Utility bills for electricity, gas, water, telecom, and broadband • Travel tickets for flights, trains, buses, and hotels • Delivery notes, challans, and GRNs Interactive Chat Interface • Ask questions about uploaded documents • Get summaries, comparisons, and structured answers • One-click quick actions per document type (B2B tables, tax summaries, balance due, and more) Export-Ready Outputs • GSTR-1 B2B CSV export • Line-item CSV export with source file name • Excel (.xls) export for any table view • Source file tracking included in exports Custom Fields (Enterprise) • Need an extra column such as "Merchant Number" or "PO Number"? Custom fields can be enabled for your account and appear automatically in your tables and CSV exports — no update required Smart Duplicate Detection • Detects repeated uploads of the same file • Identifies duplicate invoices across different file formats by comparing invoice details such as GSTIN, invoice number, amount, and date Automatic Session Cleanup + 30-Day History • When you log out or close the extension, your workspace is automatically cleared and moved to history — nothing from a previous session stays on screen • View locally stored document history and past table views for up to 30 days • Search previous files and reload earlier results Secure Account System • Secure login with email verification • Password reset through email • Automatic logout when the browser or extension is closed • All data transmitted securely over HTTPS Built-In Error Guidance • Clear explanations when a file cannot be processed • Wrong-tab and wrong-region detection (e.g. a bank statement uploaded under Invoices) • Helpful guidance for large or multi-page documents (up to 10 pages per PDF) ───────────────────────────────────── BUILT FOR ───────────────────────────────────── • GST-registered businesses filing GSTR-1 • Saudi/GCC businesses handling VAT invoices • Accountants and CA firms handling multiple clients • Finance teams processing invoices and receipts • Businesses tracking utilities, travel, and operating expenses ───────────────────────────────────── PRIVACY & DATA SECURITY ───────────────────────────────────── Your privacy and data security are our highest priorities. Document processing is performed in real-time and ephemerally. Uploaded files and extracted document content are never stored or retained on our servers — all document data exists only in your browser session and local storage. Your workspace is automatically archived to local history when you sign out or close the extension. To support your account, basic profile information such as your name, email, and usage statistics (for example, number of uploads) are securely stored in your account. No invoice data, financial figures, or document content is ever included. All communication between the extension and our servers is secured over HTTPS. Your documents are processed using Azure AI services under strict data handling policies. Built by SurensInffotek. Made in India.