Document intelligence for business workflows

Turn documents into business intelligence.

Upload business documents and let SaralFlow extract, organize, review, reconcile, and turn them into usable information.

Or explore a sample report built from demo data. No sign-up needed.

See SaralFlow at work

Short product recordings of each part of the platform.

SaralFlow in under a minute

Upload business documents. SaralFlow extracts, organizes, reviews, reconciles, and turns them into useful business information.

Product recording in production

SaralFlow in under a minute

Upload business documents. SaralFlow extracts, organizes, reviews, reconciles, and turns them into useful business information.

From raw files to reviewed results

Rules do the routine work, AI handles the leftovers, and people decide anything uncertain.

  1. Step 1

    Upload

    PDFs, spreadsheets, receipts and photos, in any mix.

  2. Step 2

    Extract

    Text and OCR read each file. Deterministic rules come first; AI is a fallback only when the rules cannot settle a field.

  3. Step 3

    Normalize

    Merchants and entities are cleaned up and every value is validated against a fixed structure.

  4. Step 4

    Review

    Ambiguous results go to a person. Their decision is saved and applied next time.

  5. Step 5

    Reconcile & report

    Receipts and payouts are matched to transactions and deposits, then rolled into reports.

AI never has the last word on an ambiguous result: a person does.

Live now

One platform, three workflows

Business BI is the flagship. Insurance Claims and HOA / Property Operations run on the same document foundation, roles and workspaces.

Business BI

Flagship

Turn sales exports, payout statements, bank records, receipts and vendor invoices into one reviewed, reconciled view of the business.

  • Document intake
  • Receipt intelligence
  • Payout & bank reconciliation
  • Business reporting

Sample uses fictional demo data.

Insurance Claims

  • Claim records
  • Status and notes
  • Supporting documents

HOA / Property Operations

  • Communities
  • Board sessions
  • Notes and status
  • Supporting documents
Business BI · sample data

From scattered files to one monthly owner report

Sales exports, delivery payouts, bank deposits and vendor invoices are read, checked and matched. You review only what needs a decision, and the report is built from what you approved.

Fictional restaurant, not a live customer.

Sample · Demo data
Owner-management reportBombay to Kathmandu Kitchen (B2K) · May 2026

May 2026 sales: $55,579.36

Sample demo data · Tax readiness support may come later — SaralFlow is not a CPA or tax-filing product.

SaralFlow helps organize monthly records so your accountant has cleaner information.

Total sales

$55,579

Online vendor sales

$28,523

Vendor fee loss

$8,406

Bank deposits

$39,089

In-house sales

$25,936

Payroll withdrawal

$7,705

Biggest issue

DoorDash statement vs daily report mismatch — $901.96 timing difference

Best next action

Promote direct ordering to reduce DoorDash fee drag

View full sample report
Step 1 of 5

Upload files

Sales exports, payout statements, bank records, invoices — any mix.

Try it on the sample report

Built for teams that share a workspace

Access is scoped to the organization and to the member’s role, and ambiguous results stay under human control.

  • Organization workspaces

    Each company works in its own workspace. Members belong to an organization and see only its data.

  • Five roles

    Owner, Admin, Manager, Analyst and Viewer, each with a defined set of permissions.

  • Role-based access, enforced on the server

    Permissions are checked in server actions and in the database, not just hidden in the interface.

  • Organization-level data isolation

    Database row-level security keeps one organization's records and files separate from another's.

  • Human review for ambiguity

    When a match or an AI result is uncertain, it is routed to a person instead of being applied silently.

  • Secure document access

    Documents live in private storage and open through short-lived links for authorized members.

Turn your next batch of documents into answers