Curated Document AI Solutions for Financial Services

Embrace Artificial Intelligence with Confidence using Human-in-the-Loop Workflows

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Kodexa Platform

Curated Document AI Solutions for Financial Services

Kodexa provides out-of-the-box workflows for financial services companies to automate document-driven business processes, powered by the state-of-the-art Artificial Intelligence.

Automate and streamline financial statement analysis for quick insights and decision-making. Ensure accuracy and efficiency in financial data handling.

AI to automate manual business processes with documents

Powered by AI.
Designed for People.

Extracting data from documents used to be a manual and error-prone task. Now, with modern Generative AI, data can be captured with high accuracy. But how can you be sure the data is correct? Kodexa offers comprehensive solutions to ensure your data is accurate, complete, and trustworthy.

Our SaaS platform is crafted to help you build trusted workflows leveraging AI, automation, and our unique user experience. Quickly review data in context with the original document. Transform processes that once took hours into minutes. Collaborate with your team to ensure information accuracy and build audit trails to track your data sources reliably.

  • Cloud Native - Our platform scales effortlessly, getting you up and running swiftly.
  • Secure - We prioritize security, meeting the highest standards, including SOC-2 compliance, and utilizing the latest technology to keep your data safe.
  • User Friendly Designed for business professionals, not just data scientists. Build workflows, review data, and collaborate with ease—no PhD in AI required.

We are here to help you build the future of work, today.

Taking the Robot out of the Human

We’re revolutionizing the way people derive capture data and derive insights from documents.

At the heart of our mission lies a commitment to fueling organizational success through cutting-edge data solutions with deep collaboration between AI and human intelligence.

At Kodexa, we’re dedicated to equipping businesses with the transformative tools essential for unlocking the power of their data. We believe that democratizing data access is how organizations of every size can innovate, grow, and thrive. Let’s find out how to grow your business together.

Documents analyzed every month
+
Hours of drudgery saved
+
Saved annually by our customers
$ +

Loved By Business ❤️

Kodexa has already helped businesses of all sizes automate document workflows.

    • Kodexa is driving standardization, workflow optimization and operational efficiency allowing us to realize cost savings and time to market (and time to revenue) outcomes.

      Chief Product Officer

    • We love working with the Kodexa staff. Always positive, work tirelessly and never complain. The best team I’ve ever worked with. No other company could have accomplished what they did.

      Project Manager / Team Lead

    • Kodexa is able to automate a financial spreading and initial data now available in minutes, rather than hours.

      Managing Director

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Innovating the future of work since 2020

At Kodexa, we’re more than just a SaaS company. We’re a scrappy, hard-working, and passionate group of innovators dedicated to transforming the way companies handle unstructured data.

Based in the United States and the Philippines, we’re a dedicated group committed to delivering cutting-edge AI solutions and supporting our clients in their digital transformation journey.

Are you ready to lead the way in AI-powered document processing and be part of a dynamic, forward-thinking team? We’d love to hear from you!

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