Use Case Overview
Organizations often struggle with unstructured documents, such as contracts, rate notices, invoices, statements, and reports that require manual review to extract key data and trigger follow-up processes. Krista’s Document Understanding agent reads any document type, extracts the data you need, and then orchestrates the following steps across your existing systems toward your desired outcome.
Capabilities
- Universal Ingestion: Pull documents automatically from email inboxes, shared drives, scanners, or cloud repositories.
- Smart Classification & Recognition: AI models identify document types (e.g., SUI notices, contracts, invoices) and detect elements like tables, handwriting, checkboxes, and signatures.
- Data Extraction & Validation:
- Machine-learning models extract fields, including tax rates, account numbers, dates, and line items.
- Two LLMs verify critical fields in parallel; human‑in‑the‑loop reconciliation kicks in only on mismatches.
- Process Orchestration: Extracted data flows into Salesforce, ERP, or case‑management queues. Krista can open support tickets, update records, send notifications, and close the loop.
Business Value
- Time Savings: Reduce processing from minutes per document to seconds, freeing staff for higher‑value work.
- Accuracy & Compliance: Dual-LLM verification reduces data-entry errors and improves accuracy.
- Scalability: Handle hundreds of thousands of documents without adding headcount.
- Audit Trail: Every extraction and action is logged in your systems for full traceability.
Krista Automated Process
How Does Krista Work?
Krista is an enterprise‑grade agentic platform that orchestrates people, systems, and AI using natural language. Instead of hand‑coding integrations and decision trees, you describe the process in plain English. Krista handles the heavy lifting, triggering ingestion, applying AI‑driven extraction, verifying results, and routing outcomes to the right workflows so your team can scale document‑intensive processes end‑to‑end with confidence.
Visit ‘What is Krista‘ to learn more about how Krista works.
