The industries where our document pipelines run in production.
Ten industries with document pipelines in production today. A handful more are active in the engagement pipeline.
The ten
Industries we work in.
- 01
State and local government
Municipalities and state agencies run document-driven intake across permits, benefits, and procurement. Under state open-records statutes, the trail has to be pullable on demand. We build that intake against the civic platform already in use, with retrieval, versioning, and audit logging in the core pattern.
DocumentsPermit applications · Inspection reports · Benefit eligibility packets · FOIA responses · Grant applications · Procurement RFPsSystems of recordAccela · Tyler Technologies · OpenGov · NeoGov · Salesforce Public SectorPartner stackAzure DI · LlamaParse · AWS Textract - 02
Banking and financial services
Regulated intake · GLBA scopeRegional banks, commercial lenders, and credit unions run loan files, KYC packets, and wire instructions through queues that have to clear a vendor-risk review before anything else. We build the extraction and posting pipeline with the audit trail, SR 11-7 model governance, and GLBA handling in the core pattern, not bolted on.
DocumentsCommercial loan files · KYC / CIP packets · Wire instructions · Credit memos · Covenant compliance certificatesSystems of recordFIS · Jack Henry · Fiserv · nCino · FinastraPartner stackAzure DI · LlamaParse · LandingAI - 03
Logistics and freight
Shipment packets arrive by email, portal, dock scan, and EDI. Operations directors look to tighten HTS classification and packet reconciliation ahead of audit season. We build that pipeline on the best-fit stack, and your desk works the exceptions once it runs.
DocumentsBOL · Commercial invoice · Customs entry · POD · Rate confirmationSystems of recordDescartes · MercuryGate · CargoWise · McLeod · MagayaPartner stackLlamaParse · LandingAI · Azure DI - 04
Construction
Submittals, COIs, waivers, and pay applications sit across separate tools on every active project. Operations leaders look to consolidate them into one queue per project, scored against the prime contract and organised by sub. We build that queue and integrate with Procore or the document system of record already in use.
DocumentsSubmittals · AIA G702 / G703 · Lien waivers · Acord 25 COI · RFIsSystems of recordProcore · Sage 300 CRE · Viewpoint · Foundation · CMiCPartner stackLlamaParse · LandingAI · Azure DI - 05
B2B distribution and order processing
Roughly a third of orders arrive outside EDI: emailed PDFs, faxed sheets, portal screenshots. Operations directors want those flowing into the ERP the day they arrive, with contract pricing verified on the way through. We build the extraction and posting pipeline against the formats your customers actually send.
DocumentsPurchase order · Order confirmation · Contract pricing · EDI 850Systems of recordEpicor Prophet 21 · Infor SX.e · NetSuite · SAP Business One · Acumatica · SYSPROPartner stackLlamaParse · LandingAI · Azure DI - 06
Manufacturing
ISO-certified operations and CSRD-scoped manufacturers live on a document trail that has to be extractable on demand. Quality directors look to thread supplier records, CofAs, and non-conformance reports into the audit pack automatically. We build that pipeline and integrate it with the QMS that already holds the masters.
DocumentsCofA · PPAP · ISO audit pack · Non-conformance reportsSystems of recordMasterControl · Qualio · ETQ · SAP QMPartner stackLandingAI · Azure DI · LlamaParse - 07
Insurance, P&C
Regulated intake · NAIC-alignedRegional and specialty carriers look to tighten intake-to-triage so adjuster capacity goes to ready-to-work claims. NAIC AI Model Bulletin adoption means the automation has to be audit-defensible and logged end to end. We build the classification and extraction layer for submissions, loss runs, and claims correspondence with that audit trail in the core pattern.
DocumentsSubmissions · Loss runs · Acord 25 / 125 · Claims correspondence · Policy schedulesSystems of recordGuidewire · Duck Creek · Sapiens · Applied EpicPartner stackLandingAI · LlamaParse · AWS Textract - 08
Commercial real estate
Portfolio managers running 50 to 500 assets see refinance cycles raise abstractor workload faster than headcount. Directors look to have the extraction pipeline pre-populate the fields their analysts then verify against the lease. We build that pipeline and integrate with Yardi or MRI as the system of record.
DocumentsLeases · Estoppels · Rent rolls · CAM reconciliations · Insurance certificatesSystems of recordYardi · MRI · RealPage · ProphiaPartner stackLandingAI · Azure DI · LlamaParse - 09
Healthcare
Regulated intake · HIPAA scopeRevenue cycle teams and health systems are buried in EOBs, prior authorisation packets, medical records requests, and superbills landing through every channel. Under HIPAA the trail has to be logged and retrievable. We build the extraction and routing layer with BAA coverage, audit logging, and PHI handling in the core pattern.
DocumentsEOBs · 835 / 837 remittance · Prior auth packets · Superbills · Medical records requests · Lab reportsSystems of recordEpic · Oracle Health (Cerner) · Athenahealth · Waystar · Change HealthcarePartner stackAzure DI · LlamaParse · AWS Textract - 10
Higher education
Regulated intake · FERPA scopeAdmissions offices, financial aid teams, and sponsored research departments run document-heavy cycles: transcripts, FAFSA supporting documents, grant submissions, and accreditation filings. Under FERPA, student records have to carry tight access control and audit logging. We build the extraction and routing against the SIS already in place.
DocumentsTranscripts · FAFSA supporting docs · Financial aid verification · Grant and research submissions · Accreditation filings · Enrollment formsSystems of recordBanner (Ellucian) · Workday Student · PeopleSoft Campus · Colleague · SlatePartner stackAzure DI · LlamaParse · LandingAI
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