New

We Replaced Your Busiest Employee.

Inbox to CRM in 3 seconds. No re-keying.No errors.No exceptions

10M

We are Excelvance AI We save teams over 10 Million hours every year

Why Excelvance

Six Reasons Your Intake Should Run Itself.

Inbox to CRM in Under 3 Seconds

Your team spends 30 to 90 minutes per document on manual triage. Excelvance reads it, extracts every field, and routes clean data to your system of record before anyone opens the email.

99.9% Field Accuracy

Every field extracted and validated. Cross-referenced against corporate registries. Errors caught before they hit your CRM.

Nothing Stored. Ever.

All processing happens in memory. Flushed after completion. No logs. No training. Forget by design.

Connects to What You Already Run

Salesforce. ServiceNow. Guidewire. Applied Epic. SAP Ariba. Coupa. Dynamics. No rip and replace.

Built for Regulated Industries

PII masking deployed inside your network. SOC 2 Type II. GDPR. GLBA. PCI DSS. Your compliance team signs off on day one.

500 Documents or 500,000

Durable queues absorb any traffic spike. Catastrophe surge, quarter-end rush, M&A flood. The system scales. Your team doesn’t have to.

Case study

Whatch it in Action

A real document flow from inbox to system of record.

Excelvance

Inbox

12

Documents

Extractions

Routes

Compliance

Settings

Document Queue

Live

Search documents…

Status

From

Subject

Type

Time

System

Complete

claims@policyholder.com

RE: Water damage claim

FNOL

2.4s

Applied Epic

Extracting

lending@firstnational.com

Commercial loan application

Loan App

1.1s

Dynamics 365

Routing

bids@turnerconstruction.com

FW: RFP Hospital Phase 2

RFP

0.8s

Procore

Queued

procurement@shell.com

Q3 RFQ Valve assemblies

RFQ

pending

SAP Ariba

847

Processed today

2.1s

Avg. route time

99.9%

Field accuracy

Benefits

Which Tier Fits Your Team?

Operations Manager

Submissions pouring in from portals, forms, and partner systems. Data gets lost. Duplicates slip through. Your CRM fills up with garbage. Tier 1 catches every submission, validates it, kills duplicates, and queues it for your system of record. Under 500ms.

Operations Manager

Submissions pouring in from portals, forms, and partner systems. Data gets lost. Duplicates slip through. Your CRM fills up with garbage. Tier 1 catches every submission, validates it, kills duplicates, and queues it for your system of record. Under 500ms.

Operations Manager

Submissions pouring in from portals, forms, and partner systems. Data gets lost. Duplicates slip through. Your CRM fills up with garbage. Tier 1 catches every submission, validates it, kills duplicates, and queues it for your system of record. Under 500ms.

VP of Operations

Thousands of documents. Multiple systems. No single source of truth. Tier 2 auto-enriches every submission with registry lookups, ownership verification, and firmographic data before it hits your CRM. Your encryption keys never leave your vault.

CTO / Head of Compliance

Regulated industry. Unlimited volume. Zero tolerance for data exposure. Tier 3 deploys inside your VPC and redacts PII in under 50ms. AI processes your documents without ever seeing real personal data. SOC 2 ready. Zero data retention.

VP of Operations

Thousands of documents. Multiple systems. No single source of truth. Tier 2 auto-enriches every submission with registry lookups, ownership verification, and firmographic data before it hits your CRM. Your encryption keys never leave your vault.

CTO / Head of Compliance

Regulated industry. Unlimited volume. Zero tolerance for data exposure. Tier 3 deploys inside your VPC and redacts PII in under 50ms. AI processes your documents without ever seeing real personal data. SOC 2 ready. Zero data retention.

Not sure yet?

Book a 20-minute intake audit. We will recommend the right tier.

Not sure yet?

Book a 20-minute intake audit. We will recommend the right tier.

Security

Your data never leaves your control

Zero data retention

Prompts flushed after every request

PII redacted under 50ms

AI never sees real personal data

Your keys. Your vault.

Encryption stays in your KMS

SOC 2 Type II and GDPR

Full audit trail from day one

Pricing

Pick the Tier That Matches Your Volume

Comparison

Manual Process vs. Excelvance AI

Manual Process

Excelvance AI

VS

Under 3 seconds per document

12-15 minutes per document

Staff re-keying every field by hand

Duplicates slipping into your CRM

Bottlenecks the second volume spikes

No audit trail for compliance

Data sitting in inboxes going nowhere

Structured data routed to system of record

Under 3 seconds per document

99.9% extraction accuracy

Duplicates caught and killed automatically

Scales instantly with volume

Full compliance audit trail from day one

Structured data routed to your system of record

FAQs

Frequently Asked Questions

What types of documents can Excelvance process?

How does zero data retention work?

What systems does Excelvance integrate with?

Is Excelvance compliant for regulated industries like banking and insurance?

How long does it take to go live?