Enterprise Document Intelligence

Your Documents & Databases, Finally Talking to Each Other

The only platform that cross-references your documents against live databases in real time. Get cited answers, catch discrepancies automatically, and connect your marketplace data. All through plain English.

No SQL knowledge required
Finance Expert Persona
Example

What was Q4 net income according to the database vs. the annual report?

Cross-checked the `quarterly` table against the QuickBite-10K-2025.pdf filing for Q4 2025: **Database:** $325M **10-K filing (p.7):** $330M

Discrepancy Detected
Q4 2025 Net Income
DB: $325M (database)
Doc: $330M (10-K, p.7)
2 sources cited

Are there any other discrepancies?

Yes. Restaurant Advertising revenue also differs between sources: **Database:** $885M **10-K filing (p.5):** $890M

Discrepancy Detected
Restaurant Advertising Revenue
DB: $885M (database)
Doc: $890M (10-K, p.5)
2 sources cited
Ask a question about your data...
4
Expert AI Personas
6+
Data Sources
4
Database Types
Automatic
Discrepancy Detection

Built for Compliance Review

RBAC
Audit Log
SAML SSO
PII Masking
Encrypted at Rest

Integrates With

PostgreSQL
MySQL
Azure SQL
SQLite
Amazon SP-API
E2B Sandbox
What DocBot Does

Enterprise-grade intelligence across every data source

DocBot unifies your documents and databases into a single conversational interface. No data pipelines, no SQL, no switching tools.

Hybrid Mode

Core Feature

Ask questions that span your PDFs and live database simultaneously. Get unified answers with dual citations and automatic discrepancy detection.

4 Expert Personas

AI-Powered

Specialized AI analysts: Finance Expert, Data Analyst, Strategy Analyst, and Generalist. Each persona is tuned for domain-specific reasoning and output conventions.

Live Database Chat

4 DB Types

Connect PostgreSQL, MySQL, SQLite, and Azure SQL. Query in plain English through a secure 7-step bounded pipeline. No SQL knowledge required.

CSV Intelligence

E2B Sandbox

Upload spreadsheets and get instant pandas-powered analysis via E2B sandboxes. Charts, aggregations, and trend analysis, all from natural language.

Autopilot

Auto-Triggers

Auto-triggers multi-step investigations when it detects complex questions. Plans steps, queries databases, searches documents, runs Python analysis, and synthesizes findings.

Enterprise Security

RBAC with viewer/analyst/admin roles, append-only audit logging, PII auto-masking, SAML SSO, and Fernet-encrypted credential storage.

Marketplace Connector

Amazon SP-API

Connect Amazon Seller Central. Sync orders and financials, then query everything with natural language alongside your documents and databases.

Conversational Memory

All Pipelines

Follow-up questions work naturally across all data sources. Ask 'show revenue by month' then 'filter to Q1 only'. DocBot remembers context.

Why DocBot?

The only platform that does it all

Other tools handle one source at a time. DocBot cross-references both in real time.

CapabilityChatGPTCustom RAGBI ToolsDocBot
Document Q&A with citations
Live database queries
Cross-source discrepancy detection
Marketplace data sync
Multi-step auto-investigation
No infrastructure to manage
Simple by Design

From question to answer in three steps

DocBot handles the complexity of multi-source retrieval so you can focus on the insights, not the infrastructure.

1

Upload or Connect

Upload PDF documents or CSV files, or connect to your live PostgreSQL, MySQL, or SQLite database. No schema expertise needed.

2

Ask in Plain English

Type your question naturally. DocBot's smart auto-router selects the right AI persona and retrieval strategy for your query automatically.

3

Get Cited Answers

Receive accurate, grounded responses with source citations from your documents and query results from your database, side by side.

See It In Action

Watch DocBot analyze real data

Upload a case study, ask complex financial questions, and get cited answers with calculations in seconds.

Stop switching between tools. Start getting answers.

Connect your first data source in under 60 seconds. No credit card required.

Free to startEnterprise-ready from day one