One workflow for
document-heavy operations.
Tasks are how your people show up. Activities are how the platform runs. Activity Plans are reusable across business units. One audit trail across the lot.
Live in production. More than 1.5 million activities a month, in regulated industries.
Two kinds of work in one workflow.
The work your people do, where judgment matters: reviewing, approving, handling exceptions. We call those Tasks.
The runs of automated work the platform takes off your team’s plate: extraction, validation, posting to systems. We call those Activities.
Activities create Tasks when they need a human. Tasks finishing fires the next Activity. The choreography is a workflow, and it sits in one audit trail.
Review four covenant fields the system flagged as low-confidence
A row a person sees in their queue. Owned, reviewable, and completable. When the Task completes, the workflow carries on.
Loan Packet Intake — running against today’s arrivals
One run of automated work. Inputs, steps, and results. When a Step needs human judgment, the Activity creates a Task and waits.
Learns the Way Your Team Learns.
Customer by Customer.
This isn't generic "AI that learns." It's AI that learns the way your team learns: granular, specific, and tailored to how each customer or vendor actually works.
Every borrower reports revenue differently. Your analysts learn these nuances—how Company A categorizes operating expenses, why Company B's line items need adjustment. Kodexa captures that knowledge at the customer level, so the AI handles each borrower the way your best analyst would.
- Customer-specific extraction rules
- Borrower-by-borrower knowledge capture
- Consistent credit risk assessment
- Expertise that survives analyst turnover
Every vendor invoices differently. Your AP team knows that Vendor X always puts the PO number in a weird place, that Vendor Y's line items need special handling. Kodexa captures that knowledge at the vendor level, applying it automatically across millions of documents.
- Vendor-specific extraction logic
- Line item mapping per supplier
- Exception handling rules captured
- Processing more than 1.5 million activities a month in production
Live in production at scale
Regulated industriesMore than 1.5 million activities a month, processed in production through Kodexa. Every transition — automated and human — captured in the same audit trail, with the vendor- and customer-specific rules that make the process actually work captured the way the team applies them.
Why this matters
Every customer reports differently. Every vendor invoices differently. Analysts learn these nuances over time, and that knowledge typically walks out the door when they leave. Kodexa captures it as the rules, corrections, and exceptions inside the workflow, so the next person who joins inherits it instead of relearning it.
For regulated industries: the platform can't do anything your team couldn't do. Same rules, same guardrails, same audit trail.
Three places where one workflow gets built, run, and refined.
Studio is where you author. Workflow is where Activities run and Tasks land. Knowledge is where the captured rules live.
Where your team and the platform’s agents draft the reusable definitions: the steps an Activity takes, the Tasks that need human judgment, the rules and validations that go with each.
- Compose Activity Plans as a typed graph of Steps
- Author Task Templates that match how your team works
- Test before you bind — dry-run a plan against real documents
- Bind to whichever projects across the business need it
Where running Activities show their state, Tasks queue up for the right person, exceptions get reviewed, and corrections feed back into the underlying Activity Plan.
- Tasks land in the right person’s queue, with context attached
- Activities show their live state, Step by Step
- Exceptions reviewed; corrections feed back to the plan
- One audit trail across the automated and human work
Where the customer-specific and vendor-specific rules accumulated through Workflow are stored and applied. Portable across foundation models. Owned by the customer.
- Customer- and vendor-level rules captured at the right grain
- Exception logic encoded as reviewable, editable rules
- Model-agnostic — foundation models change, the layer stays
- Portable assets, owned by the customer
See how operations leaders run document-heavy work as one workflow
Schedule a DemoSee Exactly What Your AI Has Learned
Expertise in Action
Watch your team's captured knowledge scale across documents in real-time. Full transparency into what the AI learned and how it's being applied.
Knowledge That Compounds
Every document your team processes makes the AI smarter. Track how human expertise reduces manual intervention over time—without sacrificing accuracy.
Last 7 days
Expertise Capture
Configurable Rules
Knowledge at Scale
Enterprise Trust
Enterprise AI You Can Actually Trust
For regulated industries, trust is everything. Our AI operates within the same guardrails your human experts use—same rules, same validation, same audit trail. No black boxes, no surprises.
Human Rules
Your team's logic, codified
Same Guardrails
AI can only do what humans can do
Applying Expertise
Scaled Consistently
Same judgment, every document
Live in production, in regulated industries:
Activities a month, processed in production
Type II — security and audit by construction
Audit trail across the automated and human work
Trusted by regulated industries worldwide
Stop losing what your team knows.
Deploy your first document agent in days, not months.
SOC-2 Certified · Enterprise Ready · Full Audit Trail