A complete file, the first time.
dossaia checks every document in a file against the required list, chases your clients for you, and hands you a complete, compliant file. You never lose a deal over a missing paper again.
No credit card · Clients upload without an account · Data hosted in Europe
- ID document✓Compliant
- 3 payslips✓Compliant
- Tax notice!To review
- 3 bank statements!To review
- Proof of address✕Missing
“There's always a paper missing.”
You send the list of documents. The client forgets half. You chase. One document is illegible, another expired, a statement is missing. Hours lost per file — and sometimes a deal that collapses over a single forgotten paper.
- ✓Every document is read, not just counted: legible, right period, right name.
- ✓The reminder goes out on its own, about the exact missing document.
- ✓You only open the file once it's complete. You approve, you send.
What you get, without dossaia
Incomplete- ✕
ID document
Blurry photo, front only
- !
Payslips
2 of 3, latest missing
- !
Tax notice
Previous year
- !
Bank statements
Page 2 of 4 missing
- ✕
Proof of address
Not provided
A complete file in 4 steps
01Create the file
Pick the file type — the agent generates the list of documents to collect.
02Send the link
A single secure link goes to your client. They upload their documents, no account.
03The AI checks
Present? legible? right period? consistent? Document-by-document control, automatic reminders.
04Complete file
Notified as soon as everything is compliant, with a clear summary. You approve.
The AI checks the content, not just the presence
Other tools tick “received / not received”. dossaia actually reads each document.
Completeness
Is every expected document there? The agent compares to the file template and flags what's missing.
Compliance
Right document type, legible, right period, not expired. The agent checks it, document by document.
Consistency
Does the information match from one document to the next? The agent flags inconsistencies.
One engine, every file
We start with credit brokers. The same agent adapts to any profession — you change the checklist, not the tool.
AvailableCredit brokers
Complete financing files, sent to the bank without back-and-forth.
AvailableReal estate agencies
Verified rental files — completeness and consistency, never auto-selection.
AvailableAccounting firms
Collect and check client documents every month, without chasing by hand.
AvailableLawyers & notaries
Build client files with checked documents, in a confidential setting.
AvailableHR & onboarding
Complete employee files from day one.
AvailableInsurance brokers
Compliant underwriting files, no missing document.
Your data is secure
Private, encrypted files, short-lived links, hosted in Europe. Nothing is public.
The human decides
The agent prepares and flags. The final approval stays yours — never an automatic decision.
GDPR-compliant
Data minimization, limited retention, European compliance from day one.
Simple, transparent pricing
Start free. One saved file pays for the month.
Solo
per month, no commitment
- ✓Unlimited files
- ✓AI check (completeness + compliance)
- ✓Automatic reminders
- ✓PDF file summary
- ✓1 user
Firm
custom
- ✓Everything in Solo
- ✓Multiple users
- ✓Custom checklists
- ✓Your brand on client links
- ✓Dedicated contact
Upload one document, the agent tells you what's wrong
Free, in 60 seconds, no account. You'll see exactly what dossaia catches — missing, illegible, inconsistent.
Frequently asked questions
Does the AI decide for me?+
No. dossaia checks that each document is present, legible, from the right period and consistent, then hands you a summary. The final decision always stays yours. The agent prepares, the human approves.
Are my documents secure?+
Yes. Files are stored privately, encrypted, accessible only through short-lived signed links, and hosted in Europe. Nothing is public, nothing is shared.
Do my clients need an account?+
No. You send them a single secure link; they upload their documents in a few clicks, no sign-up.
Which files does it work on?+
dossaia starts with the mortgage/credit file (brokers) and adapts to any document-heavy file: rental, notary, HR, insurance. You change the checklist, not the tool.
Can I cancel anytime?+
Yes, no commitment. You can try it free before moving to a paid plan.