AI Service · #02
Document Capture & Filing
Every capital call, invoice, statement, and notice in the right place automatically.
Veridel monitors approved inboxes, folders, and document flows, classifies incoming family-office documents, extracts the key fields, and places each document into a structured, searchable system.
The problem
Family-office data breaks when important documents arrive through email, portals, shared drives, PDFs, and inconsistent file formats.
What it does
- Captures documents from email, shared drives, portals, and upload folders.
- Classifies capital calls, distribution notices, invoices, statements, K-1s, legal notices, and contracts.
- Extracts fund name, entity, amount, date, due date, account, period, counterparty, and document type.
- Creates a searchable index and structured export for spreadsheets, accounting systems, or Veridel.
Best for
Offices receiving high volumes of financial, legal, tax, and investment documents.
Pricing
Intake Pilot
$3,500 one-time
Capture Pro
$1,950/month
Capture Enterprise
$4,000+/month