Meet Retriever
Your AI-powered document and data assistant that automates collection, verification, and reporting across invoices, applications, and contracts. Retriever keeps your databases clean, accurate, and always up to date — saving hours of manual work every week.
Join 7 & 8 figure companies using ALFi to automate their document and data management.
Smart Document Processing
Retriever automatically collects, reads, and organizes documents from multiple sources including emails, uploads, and shared drives.
It extracts key data points such as invoice totals, client names, contract IDs, and due dates, then sorts and stores them in your preferred system.
No more copy-pasting or chasing missing attachments — every document is instantly processed, named, and linked to the right record.
Data Validation & Error Detection
Retriever cross-checks all incoming information against your existing database to identify duplicates, missing entries, or mismatched details.
It flags errors before they reach your internal team, reducing manual rework and compliance risk.
You can define your own validation rules, such as matching bank account IDs, verifying landowner details, or ensuring complete client files.
Custom Reporting & Visualization
Once data is captured, Retriever generates ready-to-use dashboards and summary reports.
You can track total invoices processed, outstanding contracts, or application turnaround times — all visualized clearly in Google Sheets, Power BI, or your CRM.
Every number links back to its original source file, giving your team full transparency and traceability.
Data Enrichment & Lookup
Retriever automatically searches for missing information such as contact details, ownership data, or contract IDs using integrated APIs and public datasets.
It fills in incomplete records so your reports stay complete and reliable.
This feature alone can recover hours of manual research and ensure your analytics reflect a full picture of your business activity.
Database Optimization & Automation
Retriever keeps your database optimized and clean by automatically merging duplicates, archiving outdated entries, and applying your custom retention rules.
It works continuously in the background, syncing across all systems and ensuring your data is always accurate, searchable, and ready for reporting.
Most teams see a 40–50% reduction in admin time and far fewer errors across billing and contract workflows.
Meet Retriever
Your AI-powered document and data assistant that automates collection, verification, and reporting across invoices, applications, and contracts.
Retriever keeps your databases clean, accurate, and always up to date — saving hours of manual work every week.
Join 7 & 8 figure companies using AlFi pets today
Features ⬇
Smart Document Processing
Retriever automatically collects, reads, and organizes documents from multiple sources including emails, uploads, and shared drives.
It extracts key data points such as invoice totals, client names, contract IDs, and due dates, then sorts and stores them in your preferred system.
No more copy-pasting or chasing missing attachments — every document is instantly processed, named, and linked to the right record.
Data Validation & Error Detection
Retriever cross-checks all incoming information against your existing database to identify duplicates, missing entries, or mismatched details.
It flags errors before they reach your internal team, reducing manual rework and compliance risk.
You can define your own validation rules, such as matching bank account IDs, verifying landowner details, or ensuring complete client files.
Custom Reporting & Visualization
Once data is captured, Retriever generates ready-to-use dashboards and summary reports.
You can track total invoices processed, outstanding contracts, or application turnaround times — all visualized clearly in Google Sheets, Power BI, or your CRM.
Every number links back to its original source file, giving your team full transparency and traceability.
Data Enrichment & Lookup
Retriever automatically searches for missing information such as contact details, ownership data, or contract IDs using integrated APIs and public datasets.
It fills in incomplete records so your reports stay complete and reliable.
This feature alone can recover hours of manual research and ensure your analytics reflect a full picture of your business activity.
Database Optimization & Automation
Retriever keeps your database optimized and clean by automatically merging duplicates, archiving outdated entries, and applying your custom retention rules.
It works continuously in the background, syncing across all systems and ensuring your data is always accurate, searchable, and ready for reporting.
Most teams see a 40–50% reduction in admin time and far fewer errors across billing and contract workflows.
Trusted By 7 & 8 Figure companies
Built by two eight-figure entrepreneurs
Frequently Asked Questions
1. What exactly does Retriever do?
Retriever automates the collection, organization, and validation of documents like invoices, applications, and contracts. It extracts key data, checks for errors, and updates your database automatically so your team does not have to do it manually.
2. Does Retriever replace my existing systems?
No. Retriever connects with your current tools such as Google Drive, SharePoint, HubSpot, Salesforce, or your accounting software. It improves how information flows between them and removes manual data entry.
3. How accurate is the document extraction?
Retriever uses AI models trained on real business documents. It achieves more than 95 percent accuracy for standard formats and continues learning from corrections to improve over time.
4. Can Retriever handle scanned PDFs or images?
Yes. Retriever can process scanned documents and image-based PDFs using built-in OCR (Optical Character Recognition). It converts them into searchable, structured data without losing accuracy.
5. How does Retriever validate data?
Retriever cross-checks new data against your existing records and flags any inconsistencies such as duplicates, missing fields, or mismatched numbers. You can set your own rules for validation depending on your workflows.
6. What types of reports can Retriever generate?
Retriever can generate summary reports, exception reports, and custom dashboards. You can view metrics like total invoices processed, approval times, missing documents, or pending reviews directly in your preferred dashboard tool.
7. Can Retriever work with sensitive financial or legal documents?
Yes. Retriever is built for secure environments and works under strict access controls. All files are encrypted in storage and during transfer. Only authorized team members can access the data.
8. How much time can Retriever save?
Retriever can save hundreds of hours each month while massively reducing admin cost.
9. How long does setup take?
Setup usually takes 1 to 2 weeks
Our team connects your CRM, calendar, and outreach tools, trains the AI on your messaging style, and runs a test campaign before going live.
10. What ongoing support do I get?
TESTIMONIALS
What our clients say about us
Discover the experiences of our satisfied customers! Read their testimonials to learn how our services have make their life easier.
Jacob I.
★★★★★
"Mike’s guidance was instrumental in helping me navigate the sale of my business and maximize the outcome."
Cole D.
★★★★★
Working with ALFi has made my efficiency sky rocket. Mike and his team have a wealth of knowledge and experience that is rare to see these days. Their patience to cater to my needs and the speed in which everything was handled was a breath of fresh air! I’m excited to work with ALFi again in the future!
Nicholas S.
★★★★★
I've seen first-hand how these systems work. Made my life 10X easier and allowed me to double my sales closed and gave me peace of mind that every lead was being handled. Was like having three more of me at a fraction of the cost of hiring.
100% Money Back Guarantee
Your satisfaction is our priority. If you’re not fully satisfied with our services, we offer a 30-day money-back guarantee.
We’ll fix the issue, or you’ll receive a full refund. No questions asked!
