Document Processing

Cheques, transfers, standing orders and direct debits: extract, validate, route exceptions to a person, and post the results.

Reviews contracts clause by clause against your legal playbook, rates risk and proposes redlines. Decision support for the legal team.

Answers questions over a Document Store: semantic lookup for PDFs / docs and exact tabular analytics for linked CSV/Excel datasets via DuckDB-backed dataset_query.

Answers grounded questions over a Knowledge Base via the built-in knowledge_search tool.

Audits uploaded invoice or expense spreadsheets against your policy: duplicates, over-limit amounts, missing POs and odd vendors.

Guides a policyholder or agent through first notice of loss, captures a complete structured claim and lists the documents still needed.