Documents turn into data

The agent reads invoices and contracts, reconciles them and prepares the entry or payment. Money moves only after a person approves.

01Builder

Sketch your AI agent’s architecture

Pick tasks, sources, actions and the autonomy level — the diagram appears on the right: employee, agent, data, approval and actions.

01 · Tasks
02 · Data sources
03 · Actions
04 · Autonomy

Payments and outbound emails still go through a person — at any autonomy level.

Preliminary architectureNodes: 9
Preliminary AI agent architecture for the selected options
  1. Employee → Agent runtime
  2. Agent runtime → Guardrails · audit, LLM, Docs · RAG, ERP · 1C, Approval · critical, Update CRM
  3. Guardrails · audit
  4. LLM
  5. Docs · RAG
  6. ERP · 1C
  7. Approval · critical → Prepare payment
  8. Update CRM
  9. Prepare payment
AGENT
Document processing agent

CONTEXT
Docs · RAG · ERP · 1C

ACTIONS
Update CRM · Prepare payment

CONTROL
Critical actions approved by a person · Role-based access to sources · Audit log of every tool call

This is a preliminary outline. The architecture may change once we review the process and the data.

02Document AI

Checking, not just recognition

The invoice is checked against the contract and the act; discrepancies are shown to a person, not silently fixed.

03Contact

What do you want to hand to AI?

Describe the task in your own words, answer five questions and get a preliminary AI agent schema. Or just write to us.

Preliminary AI agent schema

Step 1 of 7

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