1
Email Agent
Automatically triages shared inboxes by intent, extracts attachments, drafts contextual replies, and routes work to the appropriate downstream agent.
2
Document Collection Agent
Gathers documents from multiple sources including email, SFTP, drive folders, scanners, vendor portals, and APIs, organizing them into cases.
3
Document Classification Agent
Identifies and classifies document types such as invoices, W-2s, ACORD forms, bank statements, and routes them to the correct extraction logic.
4
Document Extraction Agent
Extracts data fields and tables from over 250 document types with 99% field-level accuracy, including handwriting and signatures, providing confidence scores.
5
Document Verification Agent
Performs cross-document validation against business rules to ensure data consistency, such as matching names and verifying financial calculations, highlighting exceptions.
6
Custom AI Model Training
Allows users to train custom AI models with as few as 20 sample documents to handle unique document types and improve extraction accuracy.
7
Batch Processing and Scalability
Supports processing multiple documents simultaneously with auto-classification and splitting of multi-page files for efficient high-volume workflows.
8
Integration and API Access
Provides APIs and webhooks for seamless integration with upstream systems like email and downstream systems such as ERP, CRM, and accounting software.
