Services · Ecommerce development · AI document processing subscription sites
Codeeo offers AI document processing subscription website development New York companies use to sell extraction, review and classification software to some of the most demanding buyers in the country. We build the pricing and plan pages, the checkout, annual and usage based billing, New York sales tax handling, renewal disclosures under state law and a customer portal, all linked to your product's API. A Flatiron startup and a Midtown compliance department can buy from the same platform on terms that suit each.
The AI is yours. What we build is the commercial system in front of it: where a prospect compares plans, signs, pays and later expands. Our team works with New York clients remotely, and every workshop, design review and acceptance test happens over video call with recordings you keep.
200+ companies across the US and the UAEFrom a first store to a listed developer
What we build
Selling document AI in New York is mostly a question of passing review. A bank will want to know where files are stored, which subprocessors touch them and how incidents are reported before anyone signs. An insurer will want an order form and an annual invoice, not a card checkout. A law firm will want to restrict which matters each user can see. Meanwhile, smaller teams in Brooklyn and Long Island City will happily buy by card if the price is clear. Your subscription platform has to make the self serve sale fast and the regulated sale credible. The capabilities below are the ones New York clients ask us for most often, and each connects to your billing provider so that contracts, invoices and usage all agree.
Sales generates a quote from the live plan catalog, the buyer signs electronically, and the signed order form creates the subscription with the agreed price, term and start date. No one retypes contract terms into billing.
Signed deals become billable accounts within minutes.
A trust center with security practices, data residency, subprocessors, retention, incident response and AI model governance, plus gated downloads for documents you share under NDA. New York buyers subject to the NYDFS Cybersecurity Regulation must assess third party providers, and this shortens that work.
Security questionnaires answered faster and more consistently.
Annual prepay, quarterly invoicing, multi year price locks and ramps that increase seats on agreed dates. Each term is modeled in the billing provider so renewals generate on time with the correct price.
Contract terms enforced by the system, not a calendar reminder.
For self serve plans, renewal terms appear clearly and close to the consent request, followed by an acknowledgment email describing how to cancel. These steps follow New York's automatic renewal provisions in the General Business Law.
Card subscribers get the disclosures state law expects.
New York generally treats SaaS as prewritten software, taxed where the customer uses it. A tax engine rates each invoice by address, and multi office customers can allocate use across locations if your accountant approves that method.
Correct state and local tax on every invoice.
Firms buy seats for practice groups, desks or claims units, with admins in each group and permissions that limit what documents a user can see. Billing reports by group so internal chargebacks are easy.
Large customers expand group by group without friction.
Commitments of pages or documents per year, drawdown tracking, overage rates and true ups at renewal. Your API sends usage events, and the portal shows the customer how much of the commitment remains.
No dispute at renewal over how much was used.
Billing and CRM systems keep only what they need, private data is encrypted, admin access is logged, and an incident checklist covers who to notify. The SHIELD Act requires reasonable safeguards for New York residents' private information.
Less data in more places means less to report.
A fast self serve route with cards, Apple Pay and Google Pay for startups, boutique firms and solo practitioners, with hosted payment fields so card data never touches your servers and PCI DSS scope stays small.
Small buyers start the same day they find you.
Bookings, billings, deferred revenue schedules and renewals exported to your accounting system, with contract terms attached. Your controller sees the same numbers your sales team reports.
Month end closes without chasing contract details.
Who we build for
New York document AI companies tend to fall into a few patterns, set by who they sell to. The buyer decides how much self serve makes sense, which contract types are needed and how much security content the site must carry. We scope a first release around your main buyer and leave room for the next. These are the groups we see most often in New York, and the same platform can grow to serve more than one of them as your product matures.
KYC, onboarding and statement extraction tools face long reviews at Manhattan banks. The site's job is to get you through them: a trust center, a security packet request form, sandbox access governed by an order form, and enterprise invoicing. Self serve is often limited to a sandbox, while production plans start after a signed agreement, and the platform enforces that boundary. Sandbox usage is still metered, which gives your New York sales team evidence of real interest when they ask for budget.
Sandbox and production plans are separated in billing.
Submission intake and claims document tools sell to carriers in Lower Manhattan and brokers across the region, often by premium volume or per submission. We meter submissions, support annual commitments with true ups, and let brokers add producers as seats. Invoices carry policy period references so their finance teams can match cost to revenue.
Litigation and contract review tools need matter based billing and strict permissions. Firms often pass costs to clients, so usage must be reported by matter number. We build matter tagging into the usage feed and invoices, and an admin console where practice support controls access without IT. Ethical walls between matters are respected in the portal, so a user locked out of a matter cannot see its usage or invoices either.
Board package and lease abstraction tools sell to managing agents across Manhattan, Brooklyn and Queens. Many are small offices that pay by card per building or per package. We price by building, let agents add buildings as they win management contracts, and keep applicant financial data out of billing and support systems entirely. Board members who review packages can be added as free read only users, so they never need a paid seat.
Applicant data never sits in the billing system.
Engagement
Codeeo has delivered 200+ projects across the UAE and the US, with a team of 80+ in Dubai, Riyadh and Karachi and a 4.7 rating from 23 Google reviews. New York clients work with us remotely. Each project has a lead who owns delivery, a shared tracker and a decisions log, which matters when your own customers later ask how billing, retention or access rules were chosen. Video reviews are recorded so your compliance staff can watch them on their schedule. From your side we need a product owner with authority over pricing, an engineer who knows the API, and a finance contact who will sign off on invoice formats before launch.
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
We often use Next.js for the storefront, Stripe Billing, Chargebee or Recurly for subscriptions, an e-signature tool for order forms, a tax engine, and integrations with Salesforce, HubSpot, NetSuite or QuickBooks, chosen to fit your stack.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
With the buyer and contract types, before any design.
A platform that sells to banks needs order forms, a trust center and invoice billing first. One that sells to small property managers needs fast card checkout and clear per building pricing. We start by mapping your buyers, the way each pays and the reviews they run, then design a first release around the group that brings most revenue. The rest follows in later releases without rebuilding the core. Most New York clients find that a focused first release, live and billing real customers, teaches them more about pricing than months of planning would.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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