Kudra — AI agents for document workflows
AI agents for document workflows

AI agents for document-heavy work

Kudra agents read the bill of ladings, statements, invoices, and filings your business runs on, reconcile them against your systems, and complete the workflow. Your team approves what matters.

SOC 2 Type II · Human approval when it matters · Your data never trains a model
Kudra/ All workflows / TodayExample 5 workflows running
Workflow LiveLog 5 documents · 5 industries
Routine work completed automatically 2 exceptions routed to a person Every field linked to its source page
Works inside your stack Google Drive OneDrive Dropbox Box Gmail Outlook QuickBooks Xero Salesforce Slack APIs & MCP
Who it's for

Built for the industries that run on paperwork.

Document workflows

Agents that read, reconcile and finish the work.

They don't just answer questions about your documents. They collect them, extract what matters, check it against your systems, chase what's missing, and complete the workflow. Start with one agent or deploy a team for the whole function.

Diligence from the filings, not from a sample

Agents read 10-Ks, 10-Qs, audited statements, management accounts and data-room contracts, tie every figure to its source page, normalize the numbers and surface the risks your deal team needs to see.

Example

A target's data room holds three years of audited financials, 14 monthly management packs and 60 customer contracts. Kudra reconciles revenue across all three, finds FY2025 management revenue running $1.2M above the audited figure, traces the gap to two contracts with unbilled renewals, and puts both in the diligence memo with page references for the analyst to confirm.

Financial Statement Extraction · Filing Analysis · Quality of Earnings · Contract Review · Diligence Memo
See financial due diligence
Kudra extracting figures from financial filings for due diligence

From inventor's disclosure to filed patent

Agents read disclosures, lab notes and contracts, search patents and literature, map evidence to every feature and draft claims against what exists. A practitioner gets a filing they can sign.

Example

A startup sends a three-page invention disclosure. Kudra extracts the inventive concept, finds the closest prior art, drafts claims to its edge with fallbacks, flags every statement it can't trace to the inventor's words, and queues the package for the patent agent.

Prior-Art Search · Evidence Mapping · Claim Drafting · Verification · Contract Review
See patent intelligence
Kudra reviewing legal and IP documents

Match every shipment's paperwork to the penny

Agents reconcile POs, supplier invoices, packing lists, freight bills and customs entries, flag short shipments and overcharges, and allocate true landed cost to every SKU.

Example

A container arrives with an invoice, a packing list, a freight bill and a customs entry that don't agree. Kudra matches all four to the PO, finds 40 units short and a duplicated freight charge, drafts the disputes, and posts landed cost once the controller approves.

Three-Way Match · Freight & Customs Reconciliation · Landed Cost · Supplier Follow-Up · Receiving Discrepancy
Supply-chain workflows
Kudra extracting and reconciling supply-chain documents

Claims and policies, checked before an adjuster opens the file

Agents read loss notices, policies, endorsements, estimates and reports, check them against the policy wording, and route only the claims that need an adjuster's judgment.

Example

A property claim arrives with a loss notice, six photos, two contractor estimates and the policy. Kudra extracts the loss details, confirms the date falls inside the policy period, finds the one estimate line for a roof repair the policy excludes, and sends the adjuster a summary with that line flagged.

Claims Intake · Coverage Check · Policy Comparison · Underwriting Submission · Fraud Signals
See insurance solutions
Kudra extracting and checking an insurance policy
Routine work runs on its own. Anything that needs judgment waits for your team.
How Kudra works

From a pile of documents to a finished workflow.

Step 1
Connect

Kudra reads from the drives, inboxes and software you already use.

No migration
Step 2
Teach your rules

Document types, business rules, approval thresholds. Once, like onboarding a new hire.

You set what waits for a person
Step 3
Deploy specialists

A supervisor coordinates a specialist for each part of the work.

Step 4
Review exceptions

Routine cases run on their own. The rest escalate with the evidence attached.

For review
Step 5
Improve every run

Decisions, corrections and outcomes feed the next run.

Fewer questions each time ✓
Set up to your process
Built around your rules
Deployed with human review
The agent team

One supervisor. Specialist agents. Your approval.

The supervisor understands the objective, splits it into tasks, coordinates the specialists, checks their work, and escalates when judgment is needed.

Your documents
Inboxes, drives, portals
Contracts
Statements
Invoices
Purchase orders
Customs entries
Filings
Emails
Orchestrates · delegates
SupervisorPlans, delegates, checks
DocumentReads every page
ValidationChecks before anything acts
AnalysisInvestigates exceptions
ActionPosts to your systems
Your team · last word
ApproverController, or ops lead
Waiting Needs review
Supervisor
Plans the workflow, delegates to specialists, monitors progress, validates outputs and keeps context across the whole process.
Document Agent
PDFs, scans, spreadsheets, contracts and filings. Tables, handwriting and stamps, with evidence linked to the page and line.
Validation Agent
Cross-document reconciliation, business-rule checks, confidence scoring, conflict and exception detection.
Analysis Agent
Financial analysis, comparisons, exception investigation and recommendations, with calculations run in code.
Communication Agent
Follow-ups, document requests and status updates, drafted for approval or sent within your rules.
Action Agent
Accounting entries, CRM and vendor records, filings, exports, API and MCP calls, within your permissions.
Research Agent
Finds what's outside your documents: prior art, regulations, counterparties, markets, public records.
Custom Agent
Built around your process, knowledge, rules, models and integrations.
Why Kudra

Built for documents, not conversations.

Generic assistants answer questions. Kudra runs the repeatable processes your documents drive.

Understands messy documents
Scans, tables, multi-page statements, stamps and handwriting, extracted and reconciled.
Shows its work
Every finding links to the page, line or email it came from.
Uses code where it counts
Calculations, matching and critical checks run through deterministic rules, not only the model.
Works across systems
Joins what's in your software, inboxes, drives and the web.
Knows when to ask
You set what agents handle alone and what waits for approval.
Handles volume
Hundreds of documents or clients in parallel, one workflow each.
Learns from outcomes
Corrections and results feed the next run.
Control

Reliable enough to do the work.

Agents shouldn't have unlimited permission to act. Kudra pairs agent reasoning with deterministic workflows, permissions, validations and approvals, so you automate the work without giving up control.

Human-in-the-loop approval
Role-based permissions
Agent action limits
Source-linked evidence
Full audit logs
Confidence thresholds
Deterministic validation
Usage controls
Workflow monitoring
Security & privacy

Your documents stay your documents.

Built for sensitive company and client information.

AICPA SOC for Service Organizations
SOC 2 Type II
Independently audited controls.
GDPR
GDPR- and CCPA-ready
Data handling built for both.

Data protection

No model training
Your data is never used to train public models.
Encryption
AES-256 at rest, TLS 1.2+ in transit.
Granular control
Roles, permissions and agent action limits.
Full audit trail
Document access, agent actions, approvals and changes.
Multi-region
Data stays in the region you choose.
Private & on-premise
Deployment options for regulated data.
Start with one document workflow

Find the workflow an agent should take over first.

Document workflow assessment

One process

You don't need to automate everything at once. We look at how your team handles one document-heavy process today and show what an agent team would realistically take over, and what it would still hand back to a person.

Book a document workflow assessment

We'll look for

  • Repetitive processing of PDFs, scans or spreadsheets
  • Information re-keyed from documents into systems
  • Documents and systems that don't agree
  • Chasing documents from clients, vendors or counterparties
  • Compliance evidence, filings and forms that run on email
  • One person acting as the integration layer
No generic demo · A real process from your business
Kudra

AI agents for the work that lives in documents.

SOC 2 Type II · Human approval when it matters · Your data never trains a model

Book a document workflow assessment
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