Exlify builds hubs and agents that turn the documents, emails and spreadsheets behind your programs into clean, reviewed data, on a platform your own team configures.
In short
Exlify is an AI-powered process and data platform. It pairs a no-code form and workflow designer with multi-model AI document extraction, so brand, licensing, partnership, insurance and accounts payable teams can run document-heavy work on one platform, in their own dedicated instance on Microsoft Azure.
Behind most business programs sit piles of documents: licensee sales reports in different layouts, invoices as PDFs, claim emails with attachments, creative requests buried in inboxes. People read them, retype them and chase the exceptions. It is slow, and the mistakes show up late.
Exlify was built to take that reading off people's plates. AI reads each document and fills in the fields. Rules, matching and approvals route the work. A person reviews what needs judgment, and only that.
The same engine now runs five programs: brand management, licensing, partnership marketing, insurance and AP automation.
Everything Exlify sells is either a Hub or an Agent. Both run on the same platform.
A Hub runs a whole program. Brand management, licensing and partner activation are Hubs, with portals for your partners, approval workflows, and reporting on top.
An Agent automates a single task. Reading invoices, triaging a shared inbox or checking supplier documents are Agents, and they can run inside a Hub or on their own.
Four ideas shape every product decision.
Your team designs the forms, edits the prompts and shapes the workflow. Nothing waits in an engineering queue.
Plain rules and matching handle everything they can. AI steps handle the parts rules cannot.
Exlify reads what your teams already handle and posts clean results to your ERP, claims system or database. No rip and replace.
Each customer gets a dedicated instance with its own URL, database, file storage and branding.
AI is useful when people can see what it did and step in when it is wrong. We build for that.
Agent steps write down why they chose a value, so reviewers can check the call instead of taking it on trust.
When an agent cannot resolve a field, a deterministic rule takes over or the item goes to a person. Work keeps moving and nothing is quietly guessed.
Exceptions go to a reviewer, approvals are routed by rules you set, and every decision is logged.
Exlify uses more than one AI model. The model is set per document type, so each kind of document goes to the one that suits it.
Each customer runs in a dedicated instance on Microsoft Azure. Staff sign in with SSO, and partner accounts are protected by authenticator-app MFA.
Prompts, rules and workflows are editable by your own team, so changes are made by the people accountable for the process.
Teams that run on documents, and want their people spending time on decisions instead.
Organizations that license a brand to many manufacturers and need clean sales data and on-brand products.
Teams that share a brand with agencies, sponsors and partners, and want one approved place for assets and requests.
Carriers, MGAs and brokers that read shared inboxes and claim documents by hand today.
Teams that key invoices, match vendors and code spend across many layouts.
Exlify is an AI-powered process and data platform. It combines a no-code form and workflow designer with AI document extraction, so teams can run brand, licensing, partnership, insurance and accounts payable workflows on one platform.
Exlify runs on Microsoft Azure. Each customer gets a dedicated instance with its own URL, database, file storage and branding. You control access: your staff sign in with SSO, and the partner accounts your admins create and disable are protected by authenticator-app MFA.
Exlify uses more than one AI model. The model is set per document type, and your team can edit the prompts that drive each step.
Request a demo on this site, or message Exlify on LinkedIn.
Bring a real workflow. We will show you how it would run, on your documents, in a working demo.