Invistiq for Firms
Invistiq gives your firm AI-powered document intelligence. Upload your clients' invoices, get structured data back in seconds.
No credit card required. 7-day free trial.
The problem
PDFs, photos, paper scans. Someone on your team has to open each one and type the numbers. That person's time costs real money.
Missing invoices are scattered across email threads and filing cabinets. You find out at close, not before.
There's no single place to see vendor spend across your book. Each client is a silo.
How it works
Most of this happens in under 30 seconds per document.
01
Drag and drop your clients' invoices. PDF, JPEG, PNG, and TIFF all work. Snap a photo on your phone if that's what you have.
Supported formats: PDF, JPEG, PNG, TIFF
02
AI reads every field: vendor name, amount, date, line items, tax, and payment terms. Each data point gets a confidence score so you know what to trust.
Fields: vendor, amount, date, line items, tax, payment terms
03
Generate client-ready financial summaries. Vendor spend, service costs, overhead breakdown. Export to PDF or Excel. Every number links back to its source document.
Export: PDF and Excel
Multi-client workspace
No more separate spreadsheets or folders per client. Every client lives inside Invistiq, isolated from each other.
Team members only see assigned clients.
Features
No training sessions. No integrations to set up. Upload a document and the data is there.
Reads vendor invoices in seconds. Every field extracted automatically. No copy-paste, no manual entry.
Every extracted data point gets a confidence score. High confidence means you can move on. Low confidence means you review that field, not the whole document.
Get alerts before month-end, not after. Invistiq flags incomplete documents so your team can chase them down while there's still time.
Every extraction links to the original document. Your team can see exactly what was read, when, and by whom. Reviewers can trace any number back to its source.
Fix any extraction error directly in the platform. Corrections are tracked with full provenance. The system learns from them over time.
Safe for healthcare practices, financial services, and any regulated client. BAA available. Data encrypted at rest and in transit.
Pricing
Pay a base fee and a flat rate per client. Scales as your book grows.
+ $15 per client per month
100 documents per client per month
Up to 3 team members
+ $12 per client per month
200 documents per client per month
Unlimited team members
No credit card required. Cancel anytime.
2 months free with annual billing. All plans include a 7-day free trial.
Drag the slider to see pricing for your client count.
Billed monthly
Base: $99/mo + $15/client
Effective: $21.60/client/mo
Billed monthly
Base: $199/mo + $12/client
Effective: $25.27/client/mo
Security and compliance
Healthcare clients, construction firms, and financial services all have compliance requirements. Invistiq is built with those in mind.
Healthcare and regulated clients require a signed Business Associate Agreement. We provide one.
We are actively working through SOC 2 Type II certification. Details available on request.
All documents encrypted at rest. TLS 1.3 for everything in transit.
Original files are never modified after upload. Object Lock enabled on S3. Every version is permanent.
Database-level row security policies scope every query to your organization. No application-only checks.
Every upload, extraction, correction, and export is permanently logged with timestamps and user attribution.
We're inviting select firms to try Invistiq at no cost. No credit card. No commitment. Upload your first client's invoices and see the data come back structured.
No credit card required. 7-day free trial.