Documents · 4 launch products
Unstructured documents in. Structured firm data out.
AI products that turn unstructured finance documents into structured firm data. Four launch products run KYC onboarding, LP statement processing, regulatory filings, and reconciliation end-to-end. Always-on operational hygiene runs continuously underneath.
KYC & Onboarding
“Onboard new LPs without the paperwork burden.”
Multi-document KYC pack processing, beneficial owner identification, sanctions screening, AML rule validation, fund subscription document analysis, side letter ingestion. Outputs structured KYC results, partner-approval-ready, fully audit-trailed.
Workflow
LP onboarding · Fund subscriptions
Hours saved
10–15 hrs / onboarding · ≈ 240–360 hrs / year
Integrates with
LP Statement & Capital Call
“Keep your portfolio current. Never miss a capital call.”
Extracts subscriptions, distributions, NAV, and fees from LP statements across multiple fund admin formats. Validates capital call notices against commitment schedules. Reconciles positions. Outputs structured portfolio data, exception flags, and payment instructions.
Workflow
Portfolio · Treasury
Hours saved
6–9 hrs / cycle · ≈ 280–440 hrs / year across LP base
Integrates with
Regulatory & Compliance
“Form Gabriel and MiFID II in hours, not days.”
Pre-populates FCA Form Gabriel, MiFID II transaction reports, AIFMD Annex IV submissions from your existing data sources. Validates against current FCA rules. Partners review and submit. Every submission is logged, timestamped, and audit-ready.
Workflow
Compliance
Hours saved
30–40 hrs / cycle · ≈ 120–160 hrs / year
Integrates with
Reconciliation & Month-End
“Month-end close in hours, not days.”
Bank, ledger, and fund admin reconciliation. Automatic exception flagging, FX handling, multi-currency portfolios. Drafts month-end close packs with cited evidence. The output either balances or it doesn’t — verifiable correctness signal.
Workflow
Finance ops
Hours saved
20–30 hrs / close · ≈ 240–360 hrs / year
Integrates with
How Documents differs from point solutions
One platform. One conversational layer. One contract.
Canoe Intelligence ($215M+ raised, LP data extraction) is the named point-solution leader for LP Statement processing — strong product, single workflow. Passthrough ($30M+ raised, LP onboarding) and Anduin (US LP onboarding) are named point-solution leaders for KYC. RelyComply is the UK AML/KYC leader.
Bloxii Documents consolidates these into one platform with a single conversational layer (Ask Bloxii), single audit trail, single embedded delivery team (Operations Engineer), single contract.
Run KYC, statements, regulatory filings, and reconciliation on Bloxii.
Book a discovery call. Your prospective Operations Engineer will walk through which Documents products would deliver the most value for your firm — and the specific time savings you can expect.