Document intelligence, built for finance
Organize and classify every document securely, collaborate with internal and external teams, and leverage Float AI to find specific language and discover answers grounded in financial domain knowledge.
One platform, every document workflow
Float Document Intelligence builds on a financial knowledge graph to enable high-accuracy extraction of entities and reference data, a deep understanding of complex agreements, and direct connectivity to other capital markets firms on Float.
Collaboration
Collaborative document management
Every document, template, and version in one place, organized by client, product, and jurisdiction. Internal and external teams work through drafts together and compare them inline with your templates or earlier versions.
ALAOF
GBI
MSIPAgentic search
Natural language search
Search for specific clauses and language across every document by meaning, not keywords. Ask follow-up questions, and Float AI answers with an understanding of financial agreements and references the original context.
Automation
Automated document extraction
Float AI pulls out the metadata you track and resolves entities to your clients and counterparties. Build your own extraction workflows, or have Float configure them for you.
Workflow
Review and approval
Redline documents against your templates and clause library, and route issues across internal and external teams. Full digital signing for contract execution with a complete audit trail.
Enterprise-grade document management
Granular permissions, counterparty workspaces, a complete audit trail, and open APIs, built to the standards financial institutions require.
Governance
Control who can view, edit, and approve each document, by legal entity and team, with every action logged.
Integrations
Connect your inboxes and document management systems, so documents reach Float without forwarding or uploading.
Custom extraction
Define your own document types and the terms that matter to each. Float AI extracts them from every new document, in Float or through the API inside your own systems.
Counterparty workspaces
Give each counterparty a dedicated document library, with shared review workflows and commentary, so your team and theirs work from the same documents.
Built on Document Intelligence
The foundation for Float's workflows. Every product that touches a document shares the same library, knowledge graph, and Float AI, so a term extracted once is available everywhere, from confirmation review to client onboarding.
Confirmation
AI confirmation review, matched to the trade and checked against your approved language.
Collaboration
Organize, capture, review, and negotiate documents with your team and counterparties in one place.
Client onboarding
Capture client, dealer, or product-specific agreements and templates once, so onboarding and every later review start from your standards.
Your agents
Documents and extracted terms are available through Float's APIs, for your systems and your agents.
Bring financial document intelligence to your organization
See how Float AI finds specific language, answers questions with financial domain knowledge, and brings your counterparties into the workflow.