What agents do
- Extract structured data from any document format
- Validate fields against your policies and existing records
- Surface anomalies and deviations from standard clauses
- File the extraction with the original document linked
Use case
Document processing
Extract, classify and validate documents with human review where it matters.
Ops
The reality today
How this case feels without the cognitive layer.
Invoices, contracts, claims, applications — your operation runs on documents that arrive as PDFs, scanned images and email attachments. Someone opens each one, extracts the fields that matter, types them into your system, validates against your rules, files the original on a shared drive somewhere.
It is the kind of work people don’t admit they hate but burn hours on. Senior people end up rechecking junior people’s data entry. Errors slip in and show up as audit findings three months later. When an auditor asks for a specific case from two years ago, the answer involves five tools and an hour of searching.
Quality drifts with fatigue. The reviewer who handles invoices at 9am is sharp and follows the checklist; by 4pm, after the eightieth document, attention narrows and edges get rounded. You see those rounded edges weeks later as a vendor dispute, an audit finding, an exception that grew teeth.
And the moment volume grows, the only lever you have is headcount. Procurement closes a big deal, claim volume spikes, applications open in a new market — and your document team either swells overnight or the backlog grows. Neither is good.
Concentration risk is the silent one. Two senior people quietly know every odd format your vendors send, every clause that should raise a flag, every workaround that has saved you in past audits. When one of them leaves, the team slows down for months while the replacement learns contracts that were never written down.
What changes
How this case feels with Sommatic.
Sommatic reads documents as they arrive. AI extracts the fields, deterministic rules validate them against your policies, the structured data lands in your system of record, and the original stays linked — with the extraction chain audit-grade.
Reviewers see the document and the extracted fields side by side, with deviations from your standard clauses already highlighted. They focus on judgment: does this exception need approval, is this clause acceptable, does this case need escalation. The other 95% of documents move themselves.
What used to be a stack of PDFs becomes structured data your operation can actually query. You can ask "how many invoices over $10k came from this vendor this quarter, and how many had exceptions?" and get the answer in seconds — without a separate BI initiative, without exporting from one tool to another.
Audit preparation stops being a project that consumes weeks before each visit. When the regulator asks for the documents linked to a decision, they are already linked. When they want to see consistency across hundreds of cases, you filter and export. The relationship with audit starts to feel routine instead of dramatic.
And the institutional knowledge survives every rotation. The rules the senior reviewers used to keep in their heads now live in the policy, applied identically by the agents, available to every new hire on day one. The two people who knew everything no longer carry the whole operation on their shoulders.
The flow
What feeds in. What it produces. The layer that connects.
What feeds in
- PDF · Word
- Email attachments
- Document store
Sommatic Organizational cognitive layer
- Structured data
- Validated record
- Audit trail
Step by step
A vendor invoice you never see, processed before coffee
- 07:50System
A vendor invoice arrives by email. PDF attachment, two pages, $4,180.
- 07:50Agent
Extracted: vendor ID, invoice number, line items, total. Validated against your PO — line items match, total within tolerance.
- 07:51Agent
Detected one anomaly: vendor changed their bank account from the one on file. Routed to a human for verification.
- 08:05Human
Reviewer opens the app, sees the invoice on the left and the extracted fields with the anomaly on the right. Calls the vendor, confirms the new account, approves.
- 08:06System
Posted to accounts payable. Audit chain sealed: actor, time, fields extracted, anomaly detected, justification, decision.
Split
What agents automate — and what stays in human review.
What stays with humans
- Approve exceptions and contractual deviations
- Sign off on high-value or sensitive cases
- Tune the policies the agents apply going forward
What changes
What your operation gains with this case.
Minutes per document, not hours
Invoices, contracts, claims, applications — extracted and validated in the time it takes a human to glance at them.
Structured data, not PDFs
What used to be a stack of files becomes rows in your system of record — ready to query, ready to act on.
Audit retrieval in seconds
An auditor asks for a doc from three years ago. You find it, with its extracted fields and decision chain, before they finish the sentence.
The evidence that stays
Every decision leaves an auditable trace: actor, context, rule applied and outcome. Reviewable by humans, replayable by engineers.