Services · Mobile app development · AI document processing apps
Codeeo delivers AI document processing software development USA businesses use to read tax forms, loan files, medical records, claims, contracts and shipping paperwork at scale, then move checked data into the systems that run the business. The software classifies each document, extracts the fields that matter, validates them against your records and rules, and sends uncertain items to trained reviewers. Because American companies answer to federal law and a growing set of state privacy statutes at the same time, the design records where each value came from and who confirmed it.
Codeeo works remotely with clients throughout the United States and has no US office. Discovery, design reviews and acceptance testing happen by video call, and every decision about automation rests on accuracy measured with your own documents.
200+ companies across the US and the UAEFrom a first store to a listed developer
Capabilities
A company working in one city can tune a document process to a handful of local forms. A national operation cannot. Lenders receive pay stubs from thousands of employers and bank statements from hundreds of institutions. Health systems and payers exchange records under HIPAA while each state adds its own rules. Carriers move freight between states with paperwork that changes by shipper. Staffing and franchise groups collect the same federal forms, such as W-4, I-9 and W-9, across many locations with very different scan quality.
The capabilities below are designed for that variety. They separate what is federal from what is state specific, so a rule change in one state does not force a rebuild, and they give compliance teams a single place to see how documents were handled everywhere the business operates.
W-2, 1099, W-9, W-4 and Form 1040 schedules are read and checked for internal consistency, such as wages agreeing across boxes or a taxpayer identification number matching the name on file. Results feed payroll, onboarding or underwriting systems with each value tied to its source box.
Standard federal forms stop needing manual entry.
Loan applications on the Uniform Residential Loan Application, income documents, bank statements and appraisals are classified and extracted, then compared against the data your loan origination system already holds. Conditions are cleared faster because underwriters see only the discrepancies. Investor and agency documentation requirements can be expressed as checklists the system tests every file against.
Underwriters review exceptions rather than whole files.
Referrals, medical records, explanations of benefits, claim forms and prior authorization requests are sorted and read into practice, payer or utilization management systems. Every build runs under a business associate agreement with HIPAA safeguards and the extra state medical privacy rules that apply where your patients live.
Clinical and claims staff confirm data instead of typing it.
Privacy rules differ between California, Texas, Virginia, Colorado, Connecticut and the other states with comprehensive laws. The system tags each record with the residence of the person it concerns and applies retention, access and deletion rules by state, so policy changes are configuration rather than code.
New state laws mean a settings update, not a rebuild.
For lenders, brokers, tax preparers and other financial institutions under the FTC Safeguards Rule, we build in encryption, multi factor authentication, access logging and the monitoring your written information security program describes, including support for the rule's notification duties after a security event.
Customer financial data is protected as federal rules expect.
Documents arrive from branches, clinics, terminals and franchise locations in different states and time zones. The system identifies the source, applies that site's rules and routes exceptions to the right regional team, while head office sees one consolidated view of volumes and backlogs.
Every location follows one process with local exceptions handled.
Under the federal ESIGN Act and state UETA laws, electronic records and signatures carry legal weight when they are retained accurately. We store originals unchanged, hash them, record extraction results separately and keep a log of every view and edit, so a document's history can be shown later.
Records hold up when someone questions them.
Forms sometimes carry payment card numbers or bank account details that should never be stored in plain text. The system detects them at intake, masks or tokenizes them and keeps them out of model prompts, which narrows your PCI DSS scope.
Sensitive numbers do not spread through your systems.
Reviewer and customer facing screens are built to WCAG guidance so staff and customers using assistive technology can work with them, which supports ADA expectations and the Section 508 standards federal buyers apply.
Everyone on your team can use the tools.
Dashboards break down accuracy, straight through rates and review times by document type, state and site. When one region's scans or forms degrade, managers see it quickly and can retrain staff or adjust thresholds there without affecting the rest of the country.
Performance problems are located, not averaged away.
Who this is for
Nationwide document projects share a pattern: the same process runs in many places, each with slightly different paperwork, and the regulators involved are both federal and state. That is where a well designed AI system pays off, because the rules are written once and applied consistently. These four groups make up most of the national work we see. Each one starts with a pilot in a single region or business line, chosen because its documents are typical rather than unusually clean, so the results predict what the rest of the country will look like.
Mortgage, auto and consumer lenders verify income and assets from documents issued by thousands of employers and banks. We start with income and asset documents because they drive the most underwriting conditions, then add disclosures and servicing correspondence. GLBA safeguards and fair lending considerations shape the design, and adverse decisions always rest with a person who can explain them under the Equal Credit Opportunity Act.
Income verification is the usual first release.
Organizations processing records for patients in many states handle referrals, records requests, claims attachments and appeals at high volume. HIPAA sets the federal baseline, and states such as California and Texas add their own medical privacy rules. We agree hosting, business associate terms and minimum necessary access first, then begin with the document type that delays revenue or care the most.
Privacy terms are settled before any record moves.
Freight crossing state lines produces bills of lading, proofs of delivery, carrier invoices and accessorial records from every terminal. A national rollout starts with one region to prove accuracy, then expands terminal by terminal, with dashboards that show which locations need better capture practices. Driver apps capture paperwork at the dock, so problems are caught before a truck leaves.
Roll out by region, not all at once.
Organizations onboarding people or vendors in many states collect the same federal forms, plus state withholding forms and licenses. We build intake once with state specific rules on top. Where screening of candidates is involved, background report handling follows the Fair Credit Reporting Act, and automated ranking is avoided unless your counsel approves it.
One intake, many state rule sets.
How we work together
A fixed scope first phase suits most national clients, covering one document family and a pilot region, because it gives leadership measured results before committing to a wider rollout. A retainer then funds expansion region by region, new document types and model upkeep. Companies with a long roadmap across several business lines often take a dedicated team that stays with the platform. All work is remote, with video call reviews and a shared board visible to every stakeholder. Ownership never shifts with the model: source code, prompts and data sit in your accounts from the first commit.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
OCR, language models and cloud services are chosen to pass your security review and fit the skills of the team that will own the platform. Data stays in United States cloud regions, and model providers are contracted not to train on your documents.
01Mobile
02Data and cloud
03Marketing and tracking
Variety of documents and overlapping federal and state rules.
A national company receives the same document type from many sources, with very different quality, and owes duties under federal law plus the privacy laws of every state where its customers live. We design for that from the start: state rules live in configuration, accuracy is reported by region, and rollout happens in stages so one region's problems never hold back the rest. Time zones matter too: exception queues are designed so a reviewer team in one region can pick up work from another when volumes spike, without anyone gaining access to records they should not see.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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