What is ASSIST.biz?
ASSIST.biz is a document management software for financial professionals, automating data extraction to streamline record-keeping, saving time, and improving accuracy.
How to use ASSIST.biz?
Upload your financial documents. The system automatically extracts key data. Then, securely store documents and easily retrieve them using powerful search functions with keywords or date filters.
Core features of ASSIST.biz?
- Automated Data Extraction: Pulls data from various document formats.
- Secure Storage: Protects sensitive records with robust encryption.
- Advanced Search: Instantly find files using keywords and filters.
- Software Integration: Connects with existing financial systems for a seamless workflow.

