Accelerate Complex Financial Transactions with Hyperintelligent
AI Agents
What if you could automate the manual work, cut deal cycle times, and still stay fully compliant?
Our agentic AI platform handles debt financing, equity fundraising, M&A, and capital markets workflows with accuracy, speed, and audit-ready control, without ripping out your existing systems
Why Finance Leaders Choose Docketry
Finance doesn’t have to slow down for diligence and compliance. With Docketry, every deal moves faster, stays compliant, and delivers clarity from day one.
Close Deals at
Lightning Speed
Docketry instantly extracts, classifies, and structures deal decks, NDAs, term sheets, and agreements so your teams can focus on closing, not searching.
Due Diligence That
Actually Delivers
Our hyperintelligent AI agents scan data rooms, flag risks, and automate Q&A workflows. You can ensure that nothing slips through the cracks.
End-to-End Financing Automation
From investor onboarding to covenant tracking, credit package assembly, and regulatory checks, Docketry automates it all, giving your time back.
M&A Integration Without Headaches
Pre- and post-merger workflows stay unified, compliant, and auditable—even when deals get complex.
Security & Compliance You Can Trust
Role-based access, SOC2 and GDPR compliance, and full audit trails give you peace of mind every step of the way.
How Docketry Actually Works: Agentic Workflow Creation
Docketry chains modular AI agents into workflows that run autonomously, yet remain fully controllable by your business users:
Trigger & Ingestion
ExtractIQ captures documents or queries and validates them instantly.
Validation & Enrichment
KnowledgeIQ adds context, compliance checks, and semantic structure.
Decision & Analysis
NeuroDesk Analyzer and GenBI turn natural-language objectives into SQL, ML models, or BI insights.
Action & Output
Agents deliver results, fraud alerts, compliance gaps, or next-step recommendations. They can even generate customer-ready letters automatically.
Feedback & Adaptation
Dual-LLM checks and declarative ML help the system self-correct, learn, and get smarter over time.
Unlock 4 Mission-Critical Workflows
Docketry brings precision and speed to the most demanding financial operations, empowering teams to onboard investors, manage risk, and execute deals without friction.
Investor & Counterparty Onboarding
Seamlessly onboard investors and counterparties with automated KYC checks, data validation, and document verification. Every record is logged ensuring compliance without slowing down momentum.
Deal Document Extraction & Structuring
Docketry’s AI agents instantly extract, classify, and structure deal documentation across formats. From Letters of Intent to Board Minutes, data becomes searchable, connected, and ready for approval.
Due Diligence &
Risk Alerts
Our intelligent agents scan data rooms and documentation to identify gaps, inconsistencies, and risk factors. Automated Q&A workflows ensure that red flags surface early, helping deal teams make faster, smarter calls.
Debt Package Assembly & Covenant Monitoring
Simplify the complexity of debt management with automated credit package creation and continuous covenant tracking. Docketry ensures every clause, ratio, and reporting deadline is met without manual effort.
Built for Business Users, Not Just IT
Docketry empowers finance and operations teams to take control of automation, without coding, delays, or IT dependencies. Configure, launch, and scale AI agents that align perfectly with your business goals.
No IT bottleneck
Give power back to your business experts. With Docketry’s no-code interface, teams can design workflows, deploy agents, and monitor performance in real time
Flexible deployment
Whether you need the agility of the cloud, the control of on-premises systems, or a secure model, Docketry ensures smooth integration and full data governance.
Ready-made or custom agents
Accelerate transformation with prebuilt agent blueprints tailored for financial operations, from debt structuring to equity management and M&A workflows.
Docketry agents handle our due diligence with zero dropped details. Debt financings close faster, and our post-close audit trails save us countless hours.
Managing Director
- Global Investment Bank
Modernize Your Financial Operations Today
Experience faster deal cycles, airtight compliance, and intelligent automation, all in one secure, enterprise-ready platform built for finance leaders.
Modernize Your Financial
Operations Today
Get the AI Platform Designed for the Pace, Scale, and Complexity of Modern Finance
Next-generation AI platform that
transforms documents into actionable
intelligence at enterprise scale.