SaaS & Platform Partners
Embed AI Document Automation.
No AI Team Required.
Your customers want smarter document handling — compliance checks, QA workflows, regulatory filings. Docy lets you ship AI agents in weeks, not quarters, behind your own product surface.
What You Get
Ship AI-Powered Features, Not Infrastructure
Docy plugs behind your existing product surface — your customers never see the seams.
AI Agent Builder
- Drag-and-drop agent designer
- Pre-built templates for invoices, contracts, audits
- Custom nodes for your own business logic
Custom Workflow Engine
- Smart routing by document type, risk, or rules
- Human-in-the-loop approval checkpoints
- Triggers from email, upload, schedule, or webhook
API & Integrations
- Embed agents via REST or GraphQL APIs
- API lockdown & access controls
- Python SDKs · on-prem deployment available
Platform Partners
Platforms Shipping AI with Docy
From fintechs to invoicing software — partners embed Docy to turn compliance work into a product feature.
Credit Assessment Platform
Analyses credit & valuation reports automatically, extracts key risk indicators across documents, and generates complete credit memos and loan docs — delivered to their clients as a Metora-branded AI Agent.
- 80% faster turnaround per assessment
- Consistent, auditable memos across all analysts
- Loan docs auto-generated from approved memos
ERP-Integrated Rebate Certification Agent
HTQ AI Insights — consulting and system-development partner for an Australian tier-1 energy rebate certifier — embeds Docy AI into the certifier's in-house ERP to automate rebate document verification, compliance validation, and audit-ready filings end-to-end.
- Plugs into existing client ERPs — no rip-and-replace
- Automates full rebate evidence review across docs, photos, and declarations
- Audit-ready filings shipped with every processed job
Embedded Invoice Intelligence
Integrates a Docy-powered AI Agent behind Billbooks' invoicing product so customers get intelligent invoice capture, validation, and compliance routing — with no machine-learning team required in-house.
- Ships AI invoice features without hiring an AI team
- Pre-built templates for invoices & tax-code mapping
- Extensible via Docy API — customers never see the seams
AI-Enabled QA Layer
A strategic partnership with a leading Australian cleantech platform — co-building an AI-enabled QA layer embedded in the product. Validates installer docs, photos, and compliance evidence in minutes, not hours.
- 45–60 min manual QA reduced to 3–5 min per project
- AI vision detects AI-generated or manipulated photos
- Regulator-ready evidence pack behind every project
How It Works
Deploy Anywhere. Connect to Anything.
Enterprise-grade encryption and access controls, built in.
Deployment
Docy-hosted Cloud or on-premise.
Speed
Fast to build with pre-built & custom nodes.
Connects To
ERPs, CRMs, cloud storage, email, custom APIs.
Security
Encrypted data, access controls, full audit logging.
Ready to add AI-powered document
automation to your platform?
Pilot in weeks, not quarters. Plug Docy behind your existing product surface.