AI agents for enterprise document automation
Automate the document work behind every system you run.
Purpose built AI solutions for finance, education, and lending — each one captures, validates, and posts documents straight into the systems your teams already run.
SOC 2 TYPE II · ISO 27001:2013 · GDPR & HIPAA READY
Trusted across finance, education & lending
Our flagship category
The deepest AI automation for SAP
Invoices, order confirmations, certificates, and master data — extracted, matched against your SAP records, and posted through OData, BAPI, and RFC. Runs on the ECC you have today. No migration required.
Invoice AutomationSales Orders (SD)Reconciliation (FI)COA → QMMaster Data
The platform underneath
One AI agent platform powers every solution
The same agents read, reason, and act behind every solution — a document arrives, and a validated record lands in your system of record with a full audit trail.
The agent pipeline
01
Capture
Ingest from email, WhatsApp, SMS, forms, portal, EDI, or scan
02
Understand
Classify and extract every field with confidence
03
Validate
Match against live data in the target system
04
Act & notify
Post clean records, alert the right people, escalate exceptions
05
Govern
Log every action for a complete audit trail
Document Intelligence
Extraction and classification across any type, layout, or language.
- Header + line-item capture
- Confidence score per field
- Handwriting, tables, stamps
Workflow Orchestration
Agents route, approve, and escalate along your business rules.
- Configurable tolerance rules
- Multi-step approvals
- Exception queues
System Integration
Bidirectional posting into SAP, ERPs, and industry systems.
- OData, BAPI, RFC, REST
- Reads live master data
- No screen-scraping
Control & Governance
Humans stay in the loop; every action is explainable and logged.
- Written rationale per decision
- Full audit trail
- Role-based access
Notifications & Messaging
Reach people the moment data needs them — over email, WhatsApp, and SMS.
- Threshold-based alerts & approvals
- WhatsApp & SMS broadcast campaigns
- Mass email with delivery analytics
Smart Forms & Apps
No-code drag-and-drop forms and AI apps to collect inputs or update any record.
- Shareable URLs — embed or standalone
- Validations & conditional fields
- Auto-fill from uploaded documents
Integrations
Fits the way documents already flow through your business
Take documents in from any channel, connect to the systems your teams already run, and write back through standard interfaces — bidirectional, validated, and auditable.
Inputs & Channels
Email & shared mailboxSupplier portalsEDIScan / OCRAPI upload
ERP & Finance
SAP S/4HANA · ECC · BTPOracleMS DynamicsNetSuiteQuickBooks
Industry Systems
SITS TribalSalesforceFannie MaeFreddie MacEncompass
Connection Methods
ODataBAPIRFCRESTSOAPWebhooks
Don't see your system? Our integration agents connect to any REST or file-based interface — Talk to our team about a connector →
Enterprise security across every solution
ISO 27001:2013 certified, SOC 2 Type 2 compliant, GDPR and HIPAA ready. Every agent action is logged, auditable, and runs in isolated environments.
Find the solution for your workflow
Start with one process, expand across the business.