AmitaSoft
AmitaSoft provides AI-powered document infrastructure for lending, tax, and compliance teams, uniting documents, data, and decisions in one platform. The company offers three products—SafeVault, CliQloan, and TaxFlo—that share a common document layer, so records verified in one workflow carry over to the next. The platform automates document classification, extraction, routing, and approval triggers while maintaining encryption, role-based access, and audit trails.
- Financial Technology
- Enterprise Software
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Legacy document workflows waste time and increase risk by relying on manual review, disconnected systems, and paper-based verification. Lending, tax, and compliance teams depend on documents to make critical decisions, yet those decisions are delayed while files are collected, checked, and chased across emails, shared drives, and multiple applications. This fragmentation leads to duplicate work, slow approvals, missed deadlines, and limited visibility into where processes are stuck.
Solution
AmitaSoft builds intelligent document infrastructure that unites documents, data, and decisions for financial and compliance teams. The platform moves beyond static document storage by making documents the starting point of automated workflows—AI identifies important information, classifies documents, routes them to the right teams, and triggers next steps without manual intervention. Three products sit on one shared document layer: SafeVault provides secure document management and verification, CliQloan automates mortgage and lending workflows from application to close, and TaxFlo guides CPA firms through client engagements and document intake during filing season. Because the document layer is shared, a record verified in one workflow does not have to be collected again in the next. The system includes encryption, role-based access, audit trails, and version control to maintain security and regulatory compliance throughout every stage of the process.
Target Audience
Primary customers are lending, tax, and compliance teams—including mortgage brokers, lenders, processors, CPAs, and financial institutions—that require secure, accurate document handling for regulated workflows. The platform also serves enterprises across finance, healthcare, legal, and insurance that depend on document-driven decision-making.
Features
- AI-powered document processing that classifies documents, extracts information, and identifies missing data automatically
- Workflow automation that routes documents, notifies stakeholders, assigns tasks, and triggers approvals without manual follow-up
- Shared document layer across SafeVault, CliQloan, and TaxFlo products so verified records carry over between workflows
- Built-in security features including encryption, identity checks, role-based access control, and complete audit history
- Cloud-based platform providing a centralized source of truth accessible from anywhere for distributed teams
- Intelligent document recognition that understands context and relationships between information, not just text extraction