Description
ExamFlow is an AI-driven solution tailored for the factoring industry, focusing on automating the audit of invoices and backup documents. It addresses the inefficiencies and risks associated with manual document reviews, which can lead to significant financial losses if errors are missed. By automating the document review process, ExamFlow ensures that every invoice and supporting document is thoroughly checked against a customizable approval checklist. This allows teams to concentrate on managing client relationships and assessing risks rather than getting bogged down in document verification.
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The platform is built to handle documents from various industries, including staffing, manufacturing, services, construction, and oil & gas. It adapts to each client's specific document and eligibility requirements, ensuring that all industry-specific rules are applied consistently. For example, in the staffing industry, ExamFlow verifies timesheet hours and approval signatures against invoices, while in manufacturing, it compares invoice quantities and pricing against purchase orders.
ExamFlow's process begins when clients submit documents via email or an upload portal. The system then organizes and classifies these documents, grouping them by transaction. Each invoice is run through the client's eligibility checklist, with any exceptions flagged for review. Clean transactions are pushed directly to the factoring system, while exceptions are held back for further examination.
Security is a top priority for ExamFlow, employing end-to-end encryption, zero data retention, and continuous monitoring to protect client data. The platform ensures that data is never used to train AI models, maintaining complete data privacy.
Founded by Daniel Pravich and Alex Dulisse, ExamFlow was developed alongside ABL field examiners and auditors, ensuring that its checks hold up under expert scrutiny. The platform's customizable nature allows firms to deploy their unique procedures without the need for coding, making it a flexible and robust solution for secured finance operations.
- CategoryAI Accounting Tools
- DeploymentCloud
- PlatformsWeb
ExamFlow's Core Features
AI-powered invoice audit
Customizable approval checklists
Document classification and organization
Industry-specific rule application
End-to-end encryption
Zero data retention
Continuous security monitoring
No-code platform customization
Audit-grade traceability
Built for secured finance
How to use ExamFlow?
Submit documents: Clients send invoices via email or portal
Organize documents: System classifies and groups by transaction
Run eligibility checklist: Apply client-specific policies
Review exceptions: Flagged items are held for further review
ExamFlow's Use Cases
- Invoice Auditing
- Risk Management
- Document Classification
- Industry-Specific Rules
- Security Compliance
