Transform client document requests into real-time insights with AI-powered PBC.
Eliminate traditional login methods. Simplify file sharing with secure links for document uploads. Replace clutter of downloads with in-app preview of documents.
Improve end-to-end workflows. Automatically import approved client documents into the DataSnipper Platform.
Replace manual document requests with AI-powered PBC. Centralize document requests to reduce client chasing. Securely request client documents and pre-validate them at scale with AI, improving sample quality and streamlining audit processes.
Send a document request list via a secure link—no login required for your clients.
Let clients securely upload the requested documents to fulfill each request.
Pre-validate client documents at scale with AI, improving sample quality.
Once documents and AI queries are reviewed, approve and download the validated files.
Automate data analysis of lengthy documents. Pre-validation with the query engine helps save hours, or even days of manual work.
“By leveraging UpLink’s AI capabilities, we can streamline the SOX process more efficiently through automated testing, documentation review, and evidence collection.”
Greg Rotz
Risk and Regulatory Advisory Leader