One platform for document-heavy operations.
Knowledge of your customers and vendors, captured by your team and applied by the platform. Activities run the automated work. Tasks are how your people show up. One audit trail across the lot.
Two kinds of work. 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.
A row a person sees in their queue. Owned, reviewable, completable. When the Task completes, the workflow carries on.
- 1 Ingest Pull packet from client SFTP & classify document types
- 2 Service call GET
/borrowers/{id}on client core banking API for entity profile - 3 AI agent Extract fields with borrower-specific rules & score per-field confidence
- 4 Decision If confidence < 0.92 or rule mismatch → branch to review
- 5 Task Create reviewer Task & wait for analyst sign-off
- 6 Service call POST results to client LOS & write audit row to ledger
One run of automated work — service calls, AI agent steps, branch decisions, and human Tasks composed in order. Every step writes to the same audit trail.
Activities are your business processes.
We don't sell extraction. We run the process the document is part of. Three live today on Kodexa:
Invoice three-way match, posting, exceptions, vendor-specific rules captured as you go.
See APPublic and private financials, multi-year, multi-standard, with the maker/checker review your credit team already runs.
See Spreading Coming SoonPolicy, FNOL, claims packets. Same shape as AP and lending. Coming soon.
Read moreSame workflow shape, different document types. What one team builds, the next team binds.
The rules your team already applies. Captured.
Every borrower files differently. Every vendor invoices differently. Your analysts know this — which line items Vendor X always misplaces, how Borrower Y reports operating expenses, why Customer Z's accruals need a second look. Today that lives in their head. On Kodexa, it lives as the rules and exceptions inside the workflow.
Captured at the right grain. Customer-level rules where the work is customer-specific. Vendor-level rules where it's vendor-specific. The way your team thinks, not a single global model that flattens the differences.
Reviewable and editable. A rule isn't a black box. It's a row in a library — what the rule does, when it fires, who last changed it. Edit it the way you'd edit a spreadsheet formula your team owns.
Customer-owned. Model-portable. The rules belong to your tenant. They never cross customers. Foundation models change underneath; the Knowledge layer stays.
Agents work in service of the knowledge your team has built.
Three places agents show up inside Kodexa. None of them act without human review.
Agents draft the routine pieces of an Activity Plan from a use-case description: schemas, validations, review screens, test cases. Configuration that used to take a services engagement starts as a draft an analyst edits.
Agents work routine exceptions alongside humans. The clear cases come off the queue automatically. The judgment calls stay with the people who should make them.
Agents propose new rules from the corrections analysts make. Your team's edits become Knowledge with one click, instead of being lost in an email thread.
The platform can't do anything your team couldn't do. Agents are the same.
See how agents fitThe platform can't do anything your team couldn't do.
Same rules. Same guardrails. Same audit trail. No black boxes, no surprises. SOC-2 Type II, cloud native, API first.
Trusted by regulated industries worldwide
See it on your process, or see how the platform works.
If you want to see Kodexa on your business process, schedule a demo and we'll run it on documents that look like yours. If you want to see how the platform itself fits together, the Product page is where Knowledge, Workflow, and Studio live.
SOC-2 Type II · Enterprise Ready · One audit trail across the lot.