Automate repeatable work
Move routine application actions into a defined, testable workflow.
Intelligent Process Automation Services
Move routine work forward.
Give people time for what matters.
Connect document processing, business rules, and system actions in workflows that reduce repeated manual effort. Keep exceptions visible, approvals accountable, and operational performance measurable.
Process business documents
Extract and validate information before it drives downstream actions.
Coordinate rules and handoffs
Connect routing, approvals, and system updates around the business process.
Keep exceptions visible
Give people clear review queues, operating visibility, and escalation routes.
A connected approach to operational work
Automate the steps.
Coordinate the whole process.
A business process rarely ends when information is captured. Teams still need to check records, apply business rules, update applications, request approvals, and resolve exceptions. Automating one task can leave much of that effort in place.
Xalta combines robotic process automation, document intelligence, rules, and workflow orchestration around the work from intake to completion. We define supported actions, validation checks, and human review requirements so routine processing can move forward and exceptions reach the people who can resolve them.
Understand before automating.
Map the actual workflow, including variations, repeated handling, dependencies, and decisions that require human judgment.
Match the method to the task.
Use rules for explicit decisions, automation for repeatable actions, and AI where information needs extraction, classification, or interpretation.
Keep people in the right decisions.
Define review thresholds, approval responsibilities, and escalation routes before automating actions that affect business records or outcomes.
Business challenges
Routine work adds up.
Manual coordination holds it back.
Repeated handling, disconnected process steps, inconsistent inputs, and hard-to-find exceptions create delays across high-volume enterprise work.
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People repeating the same application steps.
Teams spend time retrieving records, copying information, applying routine checks, and updating systems. As work grows, these repeated actions consume more capacity and make processing delays harder to absorb.
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Documents that interrupt the workflow.
Different layouts, missing fields, and inconsistent information create manual extraction and rework. Downstream steps cannot proceed reliably until someone checks the inputs and resolves the gaps.
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Business rules applied inconsistently.
Processing depends on rules that may be spread across spreadsheets, instructions, and individual experience. Variations are difficult to maintain, and changes can reach some parts of the workflow before others.
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Exceptions without a clear route to resolution.
Failed actions and unsupported cases move through email or informal follow-up. Limited transaction visibility makes it difficult to see what is waiting, who should act, and why the same problems recur.
How we work and deliver
Engineer the complete workflow.
Keep people in control.
Process discovery, automation engineering, information validation, and operating oversight come together around the work you need to complete.
How we work
Discover the repeated work
Examine handling effort, transaction patterns, process variations, and exceptions with the teams who own and perform the work.
Design the supported workflow
Agree the business rules, application interactions, approval points, and cases that should remain subject to human review.
Validate with process owners
Test representative scenarios against the operational baseline and acceptance criteria before introducing the workflow into production.
What we deliver
RPA and system actions
Build repeatable application actions using supported interfaces and appropriate automation, with defined failure and recovery behavior.
Document processing and validation
Extract and classify supported documents, check the information against business requirements, and route uncertain or conflicting records for review.
Workflow orchestration
Coordinate rules, routing, approvals, and system updates so accepted work progresses through the agreed business process.
Exceptions and operating visibility
Provide review queues, transaction status, escalation paths, and operational information that support diagnosis and controlled improvement.
In the field
Energy invoice operations
Coordinate invoice extraction, vendor-specific rules, accounting entries, and approval submission, with review paths for unresolved cases.
Attorney invoice transactions
Retrieve invoices, validate transaction rules, enter accepted records into the ERP system, and route exceptions to business users.
Healthcare remittance processing
Connect EOB extraction, remittance validation, reconciliation, and downstream transaction generation within a defined processing workflow.
Less repeated handling.
Reduce manual movement of information between documents, applications, and workflow steps within the supported process.
More consistent execution.
Apply agreed business rules and validation checks consistently while keeping exceptions and unsupported cases visible.
Clearer operational oversight.
Give teams visibility into transaction status, review decisions, processing failures, and the actions taken across the workflow.
Capacity for more valuable work.
Shift routine processing to automation so people can focus on exceptions, judgment, and improvements that need their expertise.
Automation across enterprise operations
Put the workflow in motion.
Keep the controls in place.
Explore established automation patterns for document-heavy, rules-driven processes across finance, healthcare, lending, and commercial operations.
Accounts payable
AP Invoice Automation
Automate invoice intake, field extraction, validation, approval routing, and ERP updates. Bring people into the records and exceptions that need review.
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Lending operations
UCC Filing Automation
Coordinate filing preparation, validation, portal activity, and status tracking. Connect related attorney invoice handling within a defined operational workflow.
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Healthcare operations
EOB Processing Automation
Extract remittance information, validate transaction records, and support reconciliation and EDI 835 generation, with review routes for unresolved cases.
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Payment operations
ACH Return Automation
Organize return intake, apply classification rules, and route follow-up activity. Give operations teams a clear path for payment exceptions requiring investigation.
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Financial control
Accounting Reconciliation
Match transaction records across systems, identify differences, and organize exception review using defined business rules and accountable resolution steps.
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Commercial assurance
Rebate Claim Validation
Extract claim information, check supporting evidence against eligibility requirements, and route incomplete or ambiguous submissions to the appropriate reviewer.
Explore the solutionEvidence from delivery
Less manual effort.
More connected operations.
Selected client engagements show how document processing, business rules, system actions, and exception handling work together to improve operational performance.
Energy · Invoice automation
Approximately 70% less manual effort.
An oil and gas invoice processing engagement also reported approximately 75% faster processing through coordinated automation.
Financial services · Transaction processing
From 4 minutes to 30 seconds per transaction.
Attorney invoice automation connected retrieval, business-rule validation, ERP entry, and exception review in a repeatable workflow.
Healthcare · Remittance automation
EOB processing from days to seconds.
A healthcare remittance engagement connected document extraction, validation, reconciliation, and downstream transaction generation.
Before we begin
Understand the process.
Define the right automation scope.
What makes a process suitable for automation?
Useful candidates often involve repeated handling, clear inputs, recurring decisions, and sufficient volume to justify implementation. Assessment also examines process variation, system access, exception rates, and the consequences of errors. Unstable or unclear steps may need redesign before automation is introduced.
How do RPA, AI, and workflow orchestration work together?
RPA can carry out repeatable application actions, AI can support tasks such as document extraction and classification, and workflow orchestration coordinates the sequence and handoffs. Business rules, validation checks, and human review requirements define how these capabilities operate within the process.
What happens when the automation encounters an exception?
The workflow should define what can be retried, what must pause, and which cases require human review. Exceptions can be routed with the relevant information and processing history. Approval requirements and recovery behavior are agreed around the business consequences of the actions involved.
How do we measure whether the automation is working?
Establish a baseline before deployment and compare agreed measures for the supported scope. These can include processing time, manual intervention, exception rates, rework, and transaction completion. Review output quality and operating controls alongside efficiency gains, then use the findings to guide improvements.
Plan your next automation
Find the repeated effort.
Build a better way through it.
Tell us which workflows take the most time, where information is handled repeatedly, and which exceptions slow your teams down. We can help define a practical automation scope with clear controls and measurable outcomes.
Discuss your automation priorities