Private Business Knowledge Assistant

BusinessVault AI

Secure answers from your company documents, without making employees hunt through folders, policies, spreadsheets, contracts, manuals, or client files.

Try Demo Workspace Start a pilot Open portal

Local-first: Runs on your private business system by default.
Cited answers: Shows source files and page references when available.

What it does

Turn business files into answers your staff can actually use.

BusinessVault AI gives your team a private document assistant for everyday work: uploading files, searching across them, summarizing key points, finding action items, comparing documents, and spotting missing information.

It is built for companies that want practical help with real business documents, not another complicated software system for employees to learn.

Private by design

Your workspace is separated by customer account, with secure login, user roles, activity logs, and document limits.

Locked storage

Uploaded documents are encrypted before storage, so files on the storage system are not meant to be read directly.

Local-first answers

Documents are indexed and answered using your local BusinessVault AI setup before adding outside services.

Optional enhanced answers

Cloud-enhanced answers can be enabled only when a customer approves it for the right use case.

Industries served

Useful across document-heavy local businesses.

Financial advisors

Client review notes, forms, disclosure checklists, beneficiary updates, and follow-up tasks.

View advisor use case

Insurance agencies

Policy manuals, renewals, certificates, claims steps, coverage questions, and carrier rules.

Real estate offices

Contracts, listing packets, leases, inspections, title documents, and closing checklists.

Construction companies

Job packets, estimates, warranties, safety manuals, work orders, and missing approvals.

Accounting firms

Tax documents, payroll notes, reconciliation files, client requests, and internal procedures.

Law firms

Case files, contracts, pleadings, discovery, correspondence, deadlines, and matter summaries.

How a pilot works

Start small, prove value, then expand.

1 Choose one department or workflow.
Start with policies, client packets, job documents, or office procedures.
2 Load sample documents.
BusinessVault indexes PDFs, Word, Excel, PowerPoint, spreadsheets, data exports, scans, images, and saved message files.
3 Test real staff questions.
Ask for summaries, action items, FAQs, comparisons, missing information, and cited answers.

Pilot offer

Private setup for a focused business workflow.

The first version is designed for a small group of local businesses that want a private, useful assistant before rolling it out company-wide.

Pilot plan Starts at $300/month

Includes setup, one business workspace, document upload, cited answers, summaries, action items, and admin monitoring.

Request a pilot What happens next

Schedule a demo

Tell us what kind of documents your team searches every week.

Start with one focused workflow. Good pilots usually begin with office procedures, client packets, job files, policies, forms, or staff training documents.