Tech · IDP_PIPELINE_AGENT
Extract, classify, and route unstructured documents at scale
Combines OCR, layout understanding, and field extraction for invoices, purchase orders, onboarding packets, and customs forms — with validation rules and ERP handoff.
Operations teams manually re-key data from PDFs and scans, introducing errors and backlog that delay payments, shipments, and compliance filings.
Input
Documents arrive via email inbox, SFTP drop, API upload, or scanner integration with MIME type and origin metadata.
Agent
Layout-aware models classify the document, extract entities (vendor, PO number, line items, dates), and normalise formats.
Validation
Business rules cross-check totals, duplicate invoice detection, vendor master match, and mandatory field completeness.
Human Review
Exceptions surface in a review UI with side-by-side PDF highlighting; reviewers correct fields and approve or reject.
Action
Validated records post to ERP, trigger approval workflows, or generate payment files per your finance policies.
Record
Original file, extraction JSON, reviewer edits, and downstream transaction IDs are archived for audit retrieval.
Results vary by layout consistency; most clients achieve high straight-through rates on standard vendor templates after a calibration sprint.
Printed and typed text is primary; handwritten annotations can be flagged for human review depending on scan quality.
Yes. New schemas deploy through a staging environment with labelled samples before production promotion.
Tech
AGENT_ORCHESTRATOR_V2
Coordinate multi-system automations with governed handoffs
An orchestration layer that sequences AI and API tasks across your stack — triggering CRM updates, notifications, document generation, and approval routing from a single workflow definition.
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View AgentLegal Operations
LEGAL_CONTRACT_REVIEW
Accelerate first-pass contract analysis with clause-level flags
Ingests NDAs, MSAs, and vendor agreements, maps clauses against your playbook, highlights deviations, and drafts markup suggestions — always routing substantive calls to qualified counsel.
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RAG_KNOWLEDGE_CORE
Grounded answers from your internal documentation and data
Retrieval-augmented generation over wikis, SOPs, product docs, and ticket history — with citation links, access controls, and freshness monitoring.
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