Enterprise automation platform for transactional paperwork

Transform your business with our scalable cloud-native platform powered by specialist AI agents that adapts to your operations, systems, and rules. Driving maximum efficiency, increased productivity, and reduced costs.

One platform to process transactional documents globally

Benefit from a central location where your teams can process documents from all your entities or subsidiaries, with country-specific rules and exception handling. Create entity-specific workspaces with the right level of permission, and customize processes based on local regulations.

Documents

Receives documents Across multiple channels, e.g., emails, EDI, shared drives, scanners, and more. Understands documents Using proprietary transactional LLM supporting 276 languages with zero hallucinations.

Data

Validates and enriches data Using master data, ERPs, 3rd party APIs, Gen AI, business rules, etc.

Actions

Acts automatically Sending alerts and emails, requesting approvals, posting to ERPs, etc. Learns autonomously From user actions, increasing accuracy and automation with instant learning technology.

Insights

Unlocks insights Hidden in the data for improved decision making with AI agent-powered performance reporting.

Receive & understand any transactional document

Receive transactional documents – invoices, purchase orders, bills of lading, etc. – across multiple channels, regardless of format – PDFs, XMLs, UBLs, and more. With advanced AI filtering out spam and duplicates, for classification and routing clean data to your downstream system.

• Ingest documents at scale via email, scanners, PEPPOL, shared drives, and more
• Process structured and unstructured documents with our proprietary LLM, supporting 276 languages and handwriting
• Achieve high accuracy with zero hallucinations through continuous learning from user feedback
• Ensure precision for complex documents with human-in-the-loop review

Key features

• Connectors to various document channels
• Document splitting and routing
• Duplicate detection and handling
• Transactional large language model for document understanding
• Instant learning across 276 languages and handwriting
• Import of structured formats

Validate & augment data for smart automation

Incoming documents often lack the standardized data format required for efficient business operations. Our AI agents standardize document processing across all departments or entities, ensuring your downstream systems receive clean, usable data.

• Comply with your business’ standard operating procedures, with country-specific rules and exception handling
• Create your data matching rules – master data, 3rd party APIs, etc., to validate according to your business logic
• Compute and infer additional data needed to complete a transaction – GL codes, tax codes, HS codes, etc.
• Apply business checks – verify presence of data, compare values, check sum of values
• Normalize data before it enters your downstream system – dates, number formats, language, etc.

Key features

• Workspaces and document queues
• Customizable business rules
• Master Data Hub
• AI agents for intelligent reasoning

Automatically trigger actions

End-to-end document processing is more than reading a document. Our AI agents automate complex workflows without IT involvement, sending alerts, emails, and requesting approvals to speed up processes.

• Automate approval workflows with clear rules for routing documents based on your custom criteria
• Integrate with your downstream system – ERP, P2P, etc., and maintain the accuracy of your system of record to store validated data and ensure compliance and operational efficiency
• Accelerate exception handling with automated real-time vendor notifications and AI-generated emails
• Improve automation rates with our advanced AI engine that learns from user feedback

Key features

• Prebuilt integrations
• Embedded intelligent mailbox
• Approval workflows
• Customizable business rules and alerts

Soak up insights and transform your business

Identify real-time strategic insights in your documents to accelerate automation. With built-in reporting and dashboards enabling optimized processes and a better return on automation.

• Improve performance by tracking key metrics – errors, exceptions, document turnaround time, straight-through processing rate, etc.
• Take control with a unified platform delivering a full audit trail and logs for each document
• Maintain compliance with your data security policy using our enterprise automation platform as your document archive
• Search and retrieve archived transactional documents to ensure compliance

Key features

• AI agent performance reporting
• Archive and search
• Audit logs