Document Retrivial Agent.

When a company begins preparing for an audit, the first bottleneck is assembling the vast array of documents auditors require bank statements, invoices, contracts, payment records, and more. Manually collecting and validating these documents is slow, error-prone, and resource-draining.

The Document Retrieval Agent connects seamlessly to the company’s ERP, cloud storage platforms, and banking APIs. It proactively identifies and extracts the documents needed to fulfill the auditor’s Provided By Client (PBC) list, automatically cross-referencing retrieved materials against that list to ensure completeness and prevent missing items from delaying the audit.

By centralizing document retrieval, Loxe eliminates dozens of hours of manual searching across disconnected systems ,and ensures that no key document falls through the cracks.