Same workflow shape, three different document types.
Whether the work is AP invoice processing at a Fortune 500, automated financial spreading at a bank, or claims intake at a specialty insurer, the platform composes the same thing: Tasks for the human work, Activities for the automated work, and Activity Plans defined once at the organisation level so what one team builds, the next team binds.
Accounts Payable
Intelligent Invoice Processing
Run AP as one workflow: extraction, validation, exception review, and posting in one shape, with the vendor-specific rules captured the way your AP team actually applies them.
Key Capabilities
- Multi-format document support
- Vendor-specific rules captured as you go
- Integrated validation and exception-review Tasks
- Support for 100's of pages per document
- One audit trail across the automated and human work
- Activity Plans bound across business units, not rebuilt
Financial Analysis
Automated Financial Spreading
Run financial spreading as one workflow: extraction, validation against your accounting standards, analyst review of the cases that need judgment, posting to the rest of the credit stack.
Key Capabilities
- Public and private financials processing
- Multi-year financial statement processing
- Support for multiple accounting standards (GAAP, IFRS)
- Maker/checker Tasks for analyst review
- Export to APIs and Excel (with Agents)
- Customer-level rules captured in Knowledge
Insurance
Policy & Claims Processing
The same Task and Activity model, scoped to policy administration, claims intake, and underwriting.
Key Capabilities
- Policy extraction and analysis
- Policy comparison and benchmarking
- Customizable Activity Plans per line of business
- Enterprise validation and review Tasks
- Support for custom data capture
- Same audit trail and same controls as AP and Lending
The same workflow shape, scoped to your industry’s documents
AP cost reduction
Spreading time savings
Second business unit adopts the workflow
Ready to run document-heavy work as one workflow?
See how AP, lending, and claims compose into the same Task and Activity model.