How it works
A simple, automation-first workflow — designed for reliability and scale.
1
Upload compliance documents
Upload PDFs (including scanned) and images (JPG/PNG) via secure signed URLs.
2
Auto-extract expiration dates
OCR + keyword rules detect "Expires / Valid Thru / Expiration". Low confidence cases become Needs Review.
3
Confirm or override when needed
Users can confirm/override extracted dates. Manual override becomes the source of truth.
4
Automated reminders
Email alerts run daily at 90/60/30 days before expiration and on expiration day — with dedupe to prevent spam.
5
Export reports
Generate audit-ready CSV exports for customers.