aperAI Reveal

Uncover Hidden Revenue in Your Client Data

An AI-powered cross-sell data automation pipeline for financial advisory firms. aperAI Reveal automatically merges structured CRM records with unstructured PDF cloud contracts to identify missing client products, eliminating hundreds of hours of manual assistant work.

Combines CRM data with unstructured PDF contracts
Automated Gemini AI document extraction
Vector search for intelligent product matching
Full enterprise security — data never leaves your cloud

Architecture

The Reveal Pipeline

A configurable, cloud-native pipeline built to find revenue. Our Two-Source Strategy leverages AI where it matters and rules where it's enough.

CRM + Contracts, Combined

The pipeline reads client segmentation from your CRM and product holdings from PDF contracts. By joining these two normally disconnected data sources, it can spot which products a client segment should have but doesn't — the actual cross-sell gaps.

PDF Reading via Gemini

Financial contracts are dense, multi-page documents with nested tables and legal language. Gemini reads these PDFs, classifies the contract type, and extracts the specific variables and fixation periods that matter — work that used to take an assistant hours per client.

Product Name Matching

The same product appears under dozens of different names across contracts and CRM records. Instead of maintaining brittle mapping tables, Reveal uses embedding similarity to match product name variants to canonical categories automatically.

Confidence Thresholds

Not every AI extraction is equally certain. Each result carries a confidence score. Below your configured threshold, extractions are flagged in an admin interface for manual review rather than silently passed through — preventing hallucinated data from reaching the output.

Connects to What You Use

The input side reads from any CRM via SQL or REST. The output side writes identified cross-sell rows to Google Sheets, Excel, or directly into a database. Swap connectors without changing pipeline logic.

Your Data Stays Yours

All AI processing runs under your own API key. Uploaded contract PDFs are stored temporarily and destroyed automatically based on TTL rules you define. Full audit logs track every extraction, review, and export.