Exlify is the complete data ingestion and automation platform—the only solution that combines Form Designer, Workflow Designer, and Process Designer in one. We handle structured data (custom forms), unstructured data (AI document extraction), and workflow automation. Instead of juggling Typeform for forms, Hyperscience for documents, and Zapier for workflows, you use one platform. We replace multiple tools and eliminate manual data entry across your enterprise.

Exlify handles all three data types:

• Structured data - Custom forms where users log in and input data directly with validation and conditional logic
  
• Unstructured data - Documents, PDFs, emails, images, and scans that our AI extracts data from using custom prompts you define
  
• Semi-structured data - Forms with variable content where AI assists with extraction while maintaining human oversight

All three data sources flow into the same intelligent workflows and connect to your downstream systems.

No. Exlify is designed for business users with visual, no-code builders. You can design forms, build workflows, and orchestrate processes using drag-and-drop interfaces—no coding required. Most users deploy their first automation in under an hour. However, technical teams can leverage our APIs and advanced features for complex integrations if needed.

Unlike traditional OCR tools with rigid templates, Exlify uses custom AI prompts that you define. Simply tell the system what data to extract in plain language (e.g., "invoice number," "total amount," "line items"), and our AI finds it—regardless of document format or layout. This works for PDFs, emails, scanned documents, images, and more. No templates. No training period. Just define what you need and the AI extracts it.

Most IDP (Intelligent Document Processing) tools require you to create rigid templates or train models for each document type. Exlify uses custom AI prompts—you define what to extract in natural language, and it works across any document format. Plus, we're not just a document tool. Our AI extraction is one component of a complete platform that also includes form design, workflow orchestration, and process automation.

We achieve 80%+ accuracy on complex documents, often higher on structured documents like invoices or forms. Accuracy improves over time as the AI learns from your corrections. You can also set up validation rules and human-in-the-loop checkpoints for mission-critical data.

Yes! This is a key differentiator. Our Form Designer lets you create custom forms where users log in and input data directly—just like Typeform or Google Forms, but with enterprise features. You can add conditional logic, validation rules, file uploads, and instant workflow routing. This structured data flows into the same workflows as your AI-extracted document data.

Yes, forms can be embedded on your website, shared via link, or accessed through secure login portals. You control access permissions, branding, and where submitted data goes.

Workflow Designer handles individual automation flows—taking data from one source (form or document), applying validation/enrichment/routing logic, and sending it to a destination system. Think: "When invoice is received, extract data, validate amount, route for approval, post to ERP."

Process Designer orchestrates complex multi-step processes across multiple workflows, departments, and systems. Think: "Complete employee onboarding process from application form through document verification, system provisioning, equipment ordering, to first-day welcome email." It's end-to-end process orchestration.

Most users start with Workflow Designer and graduate to Process Designer as they automate more complex operations.

Yes. You can add approval steps, exception handling, human-in-the-loop checkpoints, and notifications at any point in your workflows. The system can route items to specific users or roles based on conditions you define.

Exlify connects to virtually any system through:

• Pre-built connectors for popular platforms (Salesforce, NetSuite, SAP, Workday, QuickBooks, etc.)
• REST APIs for custom integrations
• Webhooksfor real-time triggers
• Database connections (SQL, PostgreSQL, MongoDB, etc.)

If your system has an API, we can connect to it. We support bi-directional sync, real-time processing, and batch operations.

Instead of using separate tools for form capture (Typeform), document processing (Hyperscience), workflow automation (Zapier), and integration (MuleSoft), you use one platform. Exlify consolidates these functions, reducing licensing costs, simplifying training, eliminating data silos, and creating a single source of truth for your data automation needs.

Yes. Exlify is built on SOC 2 compliant infrastructure with:

• End-to-end encryption at rest and in transit
• Granular role-based access controls
• Audit trails and logging for all activities
• HIPAA compliance options for healthcare data
• GDPR compliance for EU data
• Single sign-on (SSO) support
• Regular security audits and penetration testing

Your sensitive documents and business data remain protected throughout the automation process.

Data is stored in secure, enterprise-grade cloud infrastructure with redundancy and backup. You can specify data residency requirements for compliance. We also support on-premise deployment for organizations with strict data sovereignty requirements.

Most customers launch their first workflow within 2-4 weeks. Simple use cases (like invoice processing or form routing) can be deployed in days. Complex enterprise deployments with multiple integrations and processes typically take 6-12 weeks, but you can start seeing value with individual use cases immediately. Our visual builders and pre-built templates significantly accelerate setup.

We offer:

• Dedicated customer success manager for enterprise accounts
• Technical support via chat, email, and phone
• Comprehensive documentation and video tutorials
• Live onboarding and training sessions
• Community forum for best practices
• Regular product updates and feature releases

If your system has an API, we can connect to it. We support bi-directional sync, real-time processing, and batch operations.

Absolutely. We recommend starting with one high-value use case (like invoice processing or customer onboarding) to prove ROI, then expanding to other processes. This de-risks the investment and lets you demonstrate value quickly to stakeholders.

Typical customers see:

• 15+ hours saved per employee per week from eliminated manual data entry
• 60% reduction in processing time for documents and workflows
• 90% decrease in data entry errors through automated validation
• 50% fewer applications needed through tool consolidation
• Payback period of 6-12 months for most implementations

The specific ROI depends on your use case, volume, and current process efficiency. Schedule a demo for a customized ROI analysis based on your operations.

Pricing is based on usage (number of forms, documents processed, workflows executed) and features required. We offer flexible plans from small teams to enterprise deployments. Contact us for a customized quote based on your specific needs.

Popular use cases include:

• Accounts Payable: Invoice → extraction → validation → ERP posting
• Contract Management: Signed contracts → extract terms → CRM update → alerts
• Employee Onboarding: Application form → document verification → HRIS provisioning
• Customer Onboarding: Application → KYC/AML checks → account setup → welcome
• Supply Chain: POs, BOLs, shipping docs → data extraction → WMS integration
• Insurance Claims: Claim form → document verification → workflow routing → adjudication
• HR Document Processing: Resumes → skill extraction → HRIS integration → interview scheduling

Any process involving data capture, document processing, and system integration is a good fit.

We serve enterprises across multiple industries:

• Financial Services (banking, insurance, investment firms)
• Healthcare & Life Sciences (hospitals, clinics, pharma)
• Supply Chain & Logistics (distributors, 3PLs, manufacturers)
• Professional Services (accounting, legal, consulting)
• Retail & E-commerce (order processing, inventory management)
• Technology companies (customer onboarding, support operations)

UiPath and Automation Anywhere are RPA (Robotic Process Automation) platforms that automate repetitive tasks by mimicking human actions. Exlify is a data ingestion and workflow platform. We don't automate screen clicks—we capture data from forms and documents, then orchestrate intelligent workflows. We're often complementary: customers use Exlify to ingest and route data, then use RPA for legacy system interactions if needed.

Zapier and Make are workflow automation tools that connect apps together, but they don't capture data at the source. They can't build custom forms for user input, and their document processing capabilities are limited. Exlify handles data capture (forms + AI extraction) AND workflow automation in one platform. We're the complete solution, not just the middle layer.

Typeform and Jotform are form builders—they capture structured data through forms. Exlify includes a form builder PLUS AI document extraction PLUS workflow automation PLUS system integration. If you only need simple forms, use Typeform. If you need forms + documents + workflows + integrations all working together, use Exlify.

Schedule a demo to see Exlify in action, or contact our team for answers specific to your use case.