Live
Operations analyst
Fund freezing request handling.
In
- Court orders from any channel
Out
- Complete case file, exceptions only
AI copilots for
document-heavy workflows.
We work with financial institutions and other document-heavy industries.
credit_application_0426.pdf
12 pages · Received via WhatsApp
Received
Classified
Extracted
Validated
p.1 / 12
Document type-
Confidence-
Extracted fields
applicant_name"María Fernández"p.1
document_id"4 872 331 SC"p.1
identity_matchverifiedp.1
monthly_income7,850 BOBp.2
declared_income11,200 BOBp.4
employer"Transportes Andina SRL"p.2
Declared income does not match payslip (p. 4)
→ Ready for analyst review
- Case throughput
- 10×hours → minutes
- Field accuracy
- >95%with source traceability
The copilots
One copilot per role, not one tool for everyone
Each copilot takes one job off a single desk.
Live
Underwriting analyst
Claim evidence review.
In
- Medical, legal and policy evidence
- Photos of the accident
Out
- Risk summary traced to the page
Pilot
Credit & loan officer
Field credit file assembly.
In
- Photos of income and identity documents
- Interview recording
Out
- Decision-ready credit file
How a copilot works
Configure it once, then it runs the loop
The copilot picks up work from any channel, reads it with traceability, and lets your rules decide what clears.
- 01
Role setup
Case types, fields, routing.
TaxonomiesPage typingRouting - 02
Intake
Any channel, one queue.
PDF · JPG · PNGWhatsApp · Email · APISplitting - 03
Reading
Verifiable data, traced to the page.
ConfidenceCoordinatesTables · handwriting - 04
Decision
Rules clear it or the analyst reviews.
Cross-checksThresholdsExceptions
Copilots at work
What changes for the role
Three copilots running today, each replacing a manual queue.
SOAT claims closed the same day
Claim packets arrive over WhatsApp as photos and PDFs, then wait for an analyst to re-key them.
The role today
- -Photos and PDFs manually re-keyed field by field
- -Missing pages discovered days later, restarting the clock
- -No consistent record of which document justified a payout
With the copilot
- +Packet classified page by page on arrival, gaps flagged instantly
- +Claim data written to the core system with source references
- +Analysts only open files the rules could not clear
- Cycle time
- days → same day
- Manual review
- exceptions only
- Audit trail
- per field
In developmentFactoringReal estateLegal
Request a pilot →Early pilots opening for these roles.
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Working with:
Next step
Tell us about your workflow
Walk us through one real process. In 30 minutes we show you where a copilot fits.
No integration required for the first session.