Build Unstructured Data Driven Workflows.

The next-generation, agentic unstructured data platform.

Built by data experts from Snowflake, Meta, and LinkedIn. Trusted by leading organizations

Reliably automates your most manual workflows.
8X

Faster compliance documents review

RegTech

Major risk management firm turns compliance evaluations into data-driven

15X

Faster pricing analysis on insurance product

InsurTech

Global insurance leader automates submission and pricing research

1/30

Time to verify a business legitimacy

FinTech

SF and NY fintech builds in-house KYB workflows with fractional cost and time.

80%

Simpler tech stack to organize and extract docs

Portfolio Analytics

Leading portfolio fintech automate document insights to serve their clients.

1/10

Time needed to get custom insights

Sales Operations

Top sales ops team see through deal stage, competitor mentions from sales calls

Your unstructured data has a home, finally.
Documents
  • KYC/KYB docs
  • Compliance docs
  • Supplier contract
Website
  • Government alerts
  • News tracking
  • Competitor tracking
Audio
  • Sales calls insights
  • Customer call insights
Images
  • Compliance for brands
  • Claim adjustment photos
Business units are relying on a large number of long, complex documents
  • Assess risk in a complex commercial financing situation
  • Assess compliance rules based on the fund prospectus
  • Benchmark peer rate changes based on insurance fillings
  • Benchmark non-GAAP metrics in SEC documents
80%+

Unstructured data are not used or processed manually.

35%+

Your revenue goes to human operations to sift through unstructured data.

Any insight. Any data. Any scale.
Compliance Evaluation

Roe AI excels in processing large volumes of documents, including financial documents, contracts, and reports.
By automating the extraction and analysis of relevant information from these documents, Roe AI can significantly reduce the time and effort required to ensure compliance.

Insurance Filings Analysis

By extracting relevant data on proposed rate adjustments, historical trends, and methodologies, Roe AI helps insurance companies keep up with the peer rates adjustments.

News Article Analysis

Traditionally, web crawling and web page analysis require a complex data pipeline.
At Roe AI, data analysts can effortlessly crawl a web page, extracting HTML or a screenshot. With the help of an AI-powered webpage agent, teams can quickly analyze web page content and extract key features.

Commercial Financing Decisions

Roe AI enhances decision-making in commercial financing by automating data analysis and streamlining the review of contracts and financial documents, enabling banks to make fast, accurate commercial financing decisions with optimal ROI.

Custom Insights from SEC Filings

Extract non-conventional KPI from businesses buried in SEC 8K.
Questions like "What's the main factor to Snowflake Net Promoter Score" in the last 16 quarters" can now be answered within seconds.

The Swiss Army Knife for your data development team.
Connect to Unstructured Data Sources

ROE AI has built-in data connectors to unstructured data sources such as S3, Snowflake, Box and Google Drive.

AI Agents callable with REST API and SQL API

Solve unstructured data with ROE AI Data Agents with REST API, SQL API, or directly in the ROE AI Data Hub.

Ensure Enterprise-Grade Security

Roe AI is built with top-tier security measures to protect your data at every stage.

SOC2 I
SOC2 I
Encrypted in Transit and at Rest
No Training on User Data
Roe AI v.s Chatbot Solutions
Roe AI
Transparency in everything
  • Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
  • The intermediate SQL results are easily accessible.
  • 100% correct math based on SQL aggregation.
Scale without sacrificing quality
  • Takes < 1 min to process a 100+ page document, without pre-indexing.
  • Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
  • Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.
Chatbot Solutions
Blackbox in everything
  • Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
  • Black box on how and which files are retrieved.
  • The math done by the chatbot cannot be trusted.
Quality degrades with more documents
  • Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
  • Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
  • Only qualitative answers are produced, hard to be plugged into a financial model.
Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.
VP of Product
Company P, a portfolio analytics fintech.
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