Export client and financial data from uploaded files.
Scan documents and files for completeness and accuracy, and request missing information automatically.
Export client data directly into your CRM and financial data into analysis-ready spreadsheets.
Summary credit reports; Payment data, Secretary of State, UCC, bankruptcies, judgments, and liens provided by default.
Highly constrained environments ensure your data remains compliant at-rest and in-transit, and now in-use.
Document AI
AI-based document collection and data validation. Embed in your product directly instead of emailing separate client file invitations.
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Document AI
Automatically export data into spreadsheets from structured and unstructured files during the document collection process.
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Risk
Trade payments and legal events data included within seconds of submission for more comprehensive pre-qualification at the top of the funnel.
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Compute
Highly constrained environments ensure your data remains compliant at-rest, in-transit, and in-use. Optionally integrate with your existing data storage.
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Document AI
As soon as files are uploaded Harbr will search for keywords and match required document types to trigger follow-up conditions or data extraction processes.
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Document AI
Harbr will identify and extract data from uploaded files such as business details for your CRM, tables for financial spreading, and criterea for decisioning requests.
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Risk
Exclusive to Harbr, globally trusted decisioning data including trade payment quantities, credit score, UCC filings, and other legal events are delivered automatically on every successful _Extract process.
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Compute
Highly constrained environments ensure your data remains compliant at-rest, in-transit, and in-use. Optionally integrate with your existing data storage.
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Financial Data Aggregation
Harbr's specialized models are purpose built for financial data extraction into analysis-ready spreadsheets.
Customer Data Aggregation
Harbr exports all client data directly into your CRM for complete automation at the requirements gathering stage.
Financial Data Monitoring
Harbr provides client opt-in bank account aggregation for detailed financial data, history, monitoring, and identity verification.
ACH & EFT Payment Gateway
Harbr's embedded bank connection tools provide seamless pre-authorized debits and funds movement in a single step.
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