AI document operations for B2B finance and operations teams.

Index turns invoices, inbox documents, approvals, and posting evidence into one review-to-sync workspace.

Index is the AI documents operations platform for review, reconciliation, approval, and clean sync into the systems clients already use.

Partner workflows include invoice match, inbox triage, posting audit, customer follow up, inventory holds, and cash dashboard proof.

Connectors include Salesforce, QuickBooks, HubSpot, Stripe, NetSuite, Anrok, DocuSign, Gmail, Mercury, Plaid, and Slack.