Turn any document into a clean record

5 formats

accepted

PDF, PowerPoint, Word, Excel, and email.

3 runs

per week, on average

Reduces administrative burden.

All records

reviewed and approved

Nothing saves without your sign-off.

Reads the document. Matches your schema. Waits for approval.

Logging a new deal document into the CRM usually means opening it, hunting for the right fields, and typing everything in by hand, one record at a time.

Celeste reads the document, whether it’s a teaser, term sheet, NDA, or management presentation, and checks it against your firm’s actual CRM schema before extracting a single value. Every field it finds gets a confidence score, and nothing is created or updated until you approve the full summary.

You get accurate records, not a re-typed PDF.

Intapp Celeste

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