Products / Product 02
aivance.1Iris
Capture, file and query documents automatically — with a source reference.
Financial advisory · OCR · RAG
What Iris does
Captures and archives documents and files them in the right folder automatically. Contents stay queryable with a source reference; Iris also detects contract deadlines and produces briefings and product recommendations.
Send it via WhatsApp
Advisors photograph or scan documents and send them via WhatsApp — no new app, no login.
Automatic filing
Iris recognises the document type and the matching client via OCR and files it in the right Google Drive folder automatically.
Ask in plain language
Questions like “Which documents does Müller have?” or “What does the policy say?” are answered directly over WhatsApp — content queries via RAG, structural queries via direct database lookup.
Stays in sync with Google Drive
Rename or delete a file, or create a new client folder — Iris follows along automatically, no duplicate upkeep.
Batch uploads
Fast mode lets advisors send several documents back to back without confirming each one individually.
aivance Iris — is this a fit?
In the introductory call we tell you honestly whether Iris fits as-is or whether your case needs its own build.