Understand documents
Classify, extract, and validate information from supported business inputs.
AI Agents & Document Processing Services
Turn information into action.
Keep the work grounded and controlled.
Make documents, enterprise knowledge, and approved tools useful within everyday operations. Extract the information teams need, build agents around defined tasks, and bring people into decisions that require review.
Ground enterprise knowledge
Bring approved source context and references into defined information tasks.
Build task-specific agents
Define supported actions, tool access, approvals, and escalation behavior.
Evaluate before expanding
Test output quality, failure cases, and human handoffs against agreed criteria.
Information that supports the next step
Understand the input.
Define the action that follows.
Documents, messages, and knowledge sources carry essential business information, but their formats and context vary. Teams spend time finding the right records, extracting details, checking the results, and deciding what to do next. Errors can travel downstream when these steps are disconnected.
Xalta combines document extraction, classification, retrieval, and task-specific agents within defined business workflows. We establish the source information, permitted tools, validation rules, and escalation requirements around each task, then evaluate the solution against representative inputs before expanding its supported scope.
Keep the source in view.
Connect extracted information and generated responses to the records that support them, with context available for review.
Make permissions explicit.
Define the information an agent may use, the tools it may call, and the actions that need approval.
Evaluate the difficult cases.
Test incomplete inputs, unfamiliar formats, conflicting information, and unsupported requests alongside the expected successful scenarios.
Business challenges
Information is available.
Making it usable takes work.
Varied documents, scattered knowledge, unverified outputs, and unclear action boundaries make information-heavy workflows difficult to automate with confidence.
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Documents that still need repeated handling.
Teams read scans, PDFs, emails, and business records to find and re-enter the same information. Layout variation and missing fields make extraction difficult to standardize without validation and review.
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Knowledge spread across too many sources.
Useful information sits across repositories, documents, and systems with different access rules. Finding the right context takes time, and a generated answer is difficult to assess when its supporting sources are unclear.
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Outputs that cannot be accepted without checks.
A plausible response or extracted field may still be incomplete, inconsistent, or unsupported. Without representative evaluations, business checks, and clear review thresholds, errors can pass into downstream work.
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Agents without clear action boundaries.
Tool access can connect a response to a consequential business action. Supported tasks, permissions, approvals, escalation, and execution records need to be defined so people understand what an agent is allowed to do.
How we work and deliver
Understand the information.
Define the action.
Document intelligence, enterprise retrieval, agent engineering, and evaluation are designed around a specific task and the workflow it supports.
How we work
Define the information task
Agree the document types, knowledge sources, users, supported actions, and output requirements with the people responsible for the workflow.
Prepare trusted sources
Review source quality, access requirements, reference records, and the information needed to check extracted fields or generated responses.
Evaluate before release
Use representative inputs and failure scenarios to agree quality thresholds, business validation, review routes, and release criteria.
What we deliver
Document intelligence
Configure intake, classification, extraction, and validation for supported documents, with source context and review queues for uncertain results.
Grounded enterprise knowledge
Build retrieval and response workflows around approved content, with source references and evaluation of relevance and faithfulness.
Task-specific agents
Engineer instructions, responsibilities, and supported behavior around a defined business task, with observable execution and explicit limits.
Approved tool integration
Connect supported actions to business tools and downstream workflows, with permissions, approval requirements, and human escalation designed into the handoff.
In the field
Healthcare remittance intelligence
Extract EOB information, normalize remittance records, apply validation, and route unresolved cases before downstream claims and payment processing.
Energy invoice intelligence
Read varied vendor invoices, validate required information, and connect accepted outputs to business rules and accounting-system actions.
Attorney invoice validation
Validate submitted invoice records before ERP entry, with clear exception routes and transaction-level visibility for business users.
Less information handling.
Reduce repeated searching, extraction, and entry across the document types and tasks included in the supported scope.
Outputs with source context.
Give reviewers the records and references needed to assess extracted information and generated responses.
More accountable actions.
Make tool permissions, approval requirements, and the boundaries of agent responsibility explicit within the workflow.
Quality evaluated for the task.
Assess representative inputs and failure cases against agreed acceptance criteria before expanding into additional work.
Information-heavy workflows
Put information to work.
Connect it to a defined outcome.
Explore workflows where document understanding, validation, and controlled actions can help teams move information into operational systems.
Healthcare operations
EOB Processing Automation
Extract remittance details, normalize payer information, and support validation, reconciliation, and EDI 835 generation with review routes for unresolved cases.
Explore the solution
Accounts payable
AP Invoice Automation
Extract invoice information, apply business checks, and route supported records through approval and posting workflows, with uncertain entries sent for review.
Explore the solution
Provider operations
Insurance Credentialing
Organize application documents, extract required information, and identify missing or inconsistent records to support credentialing and follow-up activities.
Explore the solution
Customer operations
AI Voice Agents
Handle supported conversations using approved information and tools, complete defined requests, and hand complex or unsupported interactions to a person.
Explore the solution
Commercial assurance
Rebate Claim Validation
Extract claim details and supporting evidence, check eligibility requirements, and route ambiguous or incomplete submissions to an accountable reviewer.
Explore the solution
Lending operations
UCC Filing Automation
Structure filing information and supporting records for preparation, validation, and submission within defined business rules and operational controls.
Explore the solutionEvidence from document workflows
Information understood.
Operational value made visible.
Selected engagements show how document extraction becomes useful when it is connected to validation, business rules, system updates, and review.
Healthcare · Document intelligence
Working across 3,000+ EOB variations.
A healthcare remittance engagement connected extraction, normalization, transaction validation, and downstream processing across a complex payer environment.
Energy · Invoice intelligence
Approximately 70% less manual effort.
An oil and gas invoice workflow combined document processing, vendor-specific rules, and coordinated system actions, also reporting approximately 75% faster processing.
Financial services · Document workflows
From 4 minutes to 30 seconds per transaction.
Attorney invoice processing linked structured inputs, transaction checks, ERP entry, and exception review in a repeatable workflow.
Before we begin
Define the information.
Set the boundaries for action.
Can we begin with document processing without building an agent?
Yes. A focused scope can cover document intake, classification, extraction, validation, and review. Agents can be added where a subsequent task benefits from retrieval, interpretation, or controlled tool use. The approach should follow the workflow requirements.
How do you reduce unsupported or incorrect agent responses?
Use approved information sources, retrieval and source references where appropriate, explicit instructions, and task-specific evaluation. Test incomplete information and unsupported requests, and define when the agent must ask for clarification or hand work to a person. These controls reduce risk and make limitations easier to identify.
Can an agent update enterprise systems?
Where agreed and technically supported, an agent can use approved tools or interfaces for defined actions. Access permissions, input validation, approval requirements, and execution records should reflect the consequences of each action. Unsupported activities remain outside the agent's permitted scope.
How are document and agent quality evaluated?
Use representative documents and task scenarios with agreed expected outputs. Assess extraction quality, retrieval relevance, response faithfulness, and tool behavior as applicable. Include missing information, conflicting records, and failure cases, then use the results to define review thresholds and release criteria.
Plan your document or agent workflow
Make information useful.
Give actions clear boundaries.
Share the documents, knowledge sources, or information-heavy tasks your teams work with. We can help define the supported scope, validation requirements, and agent capabilities that fit the workflow.
Discuss your document and agent needs