Bankfeed - bank statement import & reconciliation
Bankfeed automates bank statement import and payment-to-invoice reconciliation for Microsoft Dynamics 365 Business Central.
Softera BalticPaid
xpAzul
by Expediente AzulMicrosoft 365Paid
Automates document collection, validation, storage, and customer communications for loans, leases, mortgages, and some insurance claims.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAutomation
UPDATED ON MARKETPLACE
What it does
xpAzul automates document gathering for large loans, leases, mortgages, and some insurance claims. It captures documents, including through a customer's phone camera, receives submissions, validates them with OCR AI, and stores them. It also manages communications with customers during the document collection process. The tool is available in English, Spanish, and Portuguese.
Key capabilities
from the Microsoft Marketplace listingDocument capture
Captures documents, including through the customer's phone camera.
Document receipt
Receives documents submitted for loan, lease, mortgage, and insurance claim processes.
OCR validation
Validates submitted documents with OCR AI.
Document storage
Stores documents sent by a particular customer.
Customer communications
Manages communications with the customer during document collection.
Who it's for
Financial and insurance institutions, including loan officers and claims officers.
In the catalog
251 plugins in Automation
Price distribution: 9 free, 7 freemium, 143 paid, 92 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Large loans, leases, mortgages and some insurance claims require the customer sending 15-30 documents to the financial or insurance institution. The same thing always happens, some documents are wrong, missing, incomplete, outdated, caught in spam filters or just too big. This creates a back and forth of …»