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Platform · Agentic Operations

Where document-heavy
operations live.

The general-purpose agentic platform for document AI and governed enterprise operations. If a process runs on documents — contracts, claims, filings, invoices, batch records — agents can run the process, inside the same governance fabric that satisfies bank examiners.

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InsuranceHealthcareLegalManufacturingEnergyPublic sectorProfessional services

One loop, any operation

Document to decision, continuously

The platform, in operations terms

Four modules. Any operation.

The work, computable

Every operational artifact becomes a governed, indexed collection:

  • Case files — claims packets, onboarding files, matters: classified and completeness-checked
  • Contracts & obligations — agreements as structured, queryable records
  • Entity records — vendors, customers, assets: a 360° structured view
  • SOPs & policy knowledge — your rulebook, auto-indexed, consulted by every agent

Operations agents, in harness

The same bounded-autonomy harness, pointed at your queue:

  • Case agents — intake, extraction, validation, investigation, resolution drafts
  • Crews — processor, checker and policy roles that verify each other
  • Meshes — bulk pipelines: month-end sweeps, backfile conversion, audit season
  • Watch agents — obligations, renewals, SLAs and exceptions monitored continuously

Operations experiences, assembled

Working surfaces built from cards, packaged per team:

  • Case triage card — the queue, prioritized with evidence attached
  • Obligation tracker — what's owed, by whom, by when, from which clause
  • Exception queue — everything that broke policy, with the reason cited
  • Audit binder — the trail assembled continuously, not at quarter-end

Governance, identical

The exact fabric that satisfies bank examiners — on every operation:

  • Policy engine — your operating rules as runtime constraints
  • Approval gates — named humans at the checkpoints you define
  • Full audit — document, value, agent, policy, reviewer, timestamp
  • Citations — every extracted fact links to its source page

Where teams start

The operations agents already run

Claims processing

Claim packets read, validated against policy terms, routed with evidence attached.

Invoices & AP

Invoices matched to POs and contracts; exceptions surfaced, not silently paid.

Compliance & audit

Obligations tracked across filings and policies, every finding cited to its source.

Quality & batch records

Batch records digitized and checked line-by-line against the master record.

Voice & transcripts

Calls and transcripts turned into categorized, quantified operational signal.

And 100+ more

Contracts, KYC, due diligence, tear sheets, portfolio ops — browse the full catalog.

Same core as Agentic Finance

Governed like a bank, general like a toolkit

Collections of work

Document, structured and knowledge collections — indexed and vector-ready on arrival.

Agent harness

Agents, crews and meshes with guardrails, tools and evaluations built into the frame.

Composable experiences

Workspaces assembled from cards — shaped by your team, not by a release cycle.

Governance fabric

Policy-bounded autonomy, audit trails, human gates — identical across both postures.

Engineers: the depth is on the technology page →

Bring one operation.

A claims queue, a contract backlog, an invoice pile. Watch agents run it — governed, cited, human-approved — in the demo.

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In lending or credit? Start withAgentic Finance →