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Solutions Business processes Kodexa runs today

Same workflow shape. 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 same shape composes: Activities for the automated work, Tasks for the human work, and the customer- and vendor-specific rules your team applies, captured as the workflow runs. What one team builds, the next team binds.

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● Live in production

Accounts Payable

Intelligent invoice processing

Run AP as one workflow: extraction, three-way match, validation, exception review, and posting in one shape. Vendor-specific rules captured the way your AP team applies them, line-item logic encoded once and reused.

  • Multi-format invoice support, including 100s of pages per document
  • Vendor-specific rules captured as you go
  • Three-way match against PO and goods receipt
  • Integrated exception-review Tasks
  • One audit trail across automated and human work
1.5M+ Activities a month, in production Bind not rebuild
See AP
PO · 4471 $ 24,180.00
GR · 8821 $ 24,180.00
INV · 7741 $ 24,180.00
3-way match
● Live in production

Financial Spreading

Automated financial statement 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. Multi-year, multi-standard, with customer-level rules captured the way your credit team applies them.

  • Public and private financials, multi-year statements
  • Multiple accounting standards (GAAP, IFRS)
  • Maker/checker Tasks for analyst review
  • Customer-level rules captured per borrower
  • Export to APIs and Excel
Maker/checker built in Customer-level rules captured
See Spreading
Income Statement · Acme Capital IFRS · FY24
Revenue1,2841,4121,597
COGS(641)(703)(792)
Gross profit643709805
Opex(312)(338)(371)
EBIT331371434
EBIT trend · 3y
Coming Soon

Claims Intake

Policy and claims processing for specialty insurance

The same Task and Activity shape as AP and lending, scoped to policy administration, claims intake, and underwriting. Currently in design partner work; general availability in 2026.

  • Policy extraction and analysis
  • FNOL and claims packet ingest
  • Policy comparison and benchmarking
  • Customisable Activity Plans per line of business
  • Same audit trail and same controls as AP and Spreading
Status: Coming Soon Same shape as AP and Spreading
Read more
FNOL · 220707:14
Auto · rear-end collision · I-95
Policy match Coverage check Adjuster Task Settle
Policy · POL-91A
Liability$1M / $2M Collision$500 ded
Why one shape works

The shape doesn't change. The document does.

Activities are Activities. Tasks are Tasks. Activity Plans are defined once at the organisation level and bound to the projects that need them. The first business unit to ship a Plan pays the bespoke cost. The next team binds. The third team adapts.

  • Adding a new document type means binding an existing Plan to a new project, configuring the inputs, and going live. It does not mean rebuilding the workflow.
  • The first build pays for the bespoke configuration; the next team adopts on day one.
  • Cross-business-unit reuse is the default, not the upgrade.
1.5M+
Activities a month, in production
SOC-2
Type II
Bind
Not rebuild
The platform can't do anything your team couldn't do. Same rules, same guardrails, same audit trail.

Ready to run document-heavy work as one workflow?

Pick the process closest to yours and we'll show Kodexa running on documents that look like the ones you handle today.

Schedule a Demo Contact Sales