The old runway
- Month 1Scope the process with vendor and IT
- Month 2Collect samples and benchmark accuracy
- Month 3Agree fields, rules and exception paths
- Month 4–6Build integrations, test, rework and sign off
- Month 7+First production batch
Build document automation in a conversation
Describe your documents, business rules and where validated, decision-ready data should go. Affinda Agent configures your workflow; your team owns it. No platform to learn, no developer, no implementation project.
Purchase order Invoice
Start a conversation
Describe the workflow you want
Start with a document, multi-pack or use case your team needs to automate. Affinda Agent will guide and configure your Affinda Platform workspace based on what you need to extract, validate, review and integrate with your systems with confidence and control.
See what one conversation can configure
Each plain-language decision you make becomes your Affinda Platform configuration – data fields, classifiers, thresholds, validation logic, data mapping and integration endpoints. Every stage is yours to inspect, adjust or reject. Just without the code.
Pick a use case
Affinda Agent
Ready The agent assembles the whole workflow here – step by step, narrating as it goes. Pick a use case above to change the build.
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Pick a use case to watch the pipeline build.
Affinda Agent Ready
Use case Customer purchase orders
Ready Ready to build Stages will appear below as the Agent configures the workflow.
From a six-to-nine-month project to one afternoon
The old blocker was the runway to production value: scoping, configuration, testing and integration before a single document could produce decision-ready data. Affinda Agent compresses that into one guided setup.
With the Affinda Agent
- 01 You Describe the work Documents, rules and destination – no schema spec or training set.
- 02 Agent Proposes the pipeline Model Memory plus a few samples shape the fields, rules, review queue and destination.
- 03 You Inspect every node Edit fields, change rules or adjust reviewer routes before anything takes effect.
- 04 Together Run samples, then scale Evidence is surfaced on every field; approved workflows run on Affinda Platform.
“Setting up workflows in a conversation with the Affinda Agent has been a real turning point. In an afternoon, I've built a workflow that extracts data from customer purchase orders, validates it against our business rules, pushes it into our ERP and then also sends automated email notifications to our partners. The accuracy has been excellent, and we're already planning more workflows with the Agent.”
Six stages, all yours to inspect, adjust or override
Every stage stays editable in plain language – sources, document types, fields, validation rules, reviewer routes and destinations. Your workflow keeps pace with your business without a ticket, a redeploy or a new project.
- Stage 01 · Ingestion
Bring documents in from wherever they live
Documents flow in from your inboxes, portals and storage automatically – your team never has to chase paperwork or copy it across systems.
- Stage 02 · Splitting
Untangle messy multi-document bundles
Bundled packs are separated into the documents inside them, so each gets the right treatment without manual sorting.
- Stage 03 · Classification
Sort every document by type, automatically
Each document is identified and tagged on arrival, so the right rules apply to the right paperwork with no human triage.
- Stage 04 · Extraction
Turn documents into structured data
The fields you care about are pulled out and structured – and accuracy keeps improving as the Agent learns from your team's corrections.
- Stage 05 · Validation
Catch problems before they reach your systems
Every record is checked against your business rules. Anything questionable is flagged for a quick human review instead of being pushed through silently.
- Stage 06 · Integration
Deliver clean data into the tools you already use
Decision-ready data lands in your existing systems, so your team can act on it straight away – no rekeying, no copy-paste.
“Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.”
Nathaniel Barrs CTO, PSC Insurance Teams across lending, insurance, logistics and accounts payable already run document workflows on Affinda Platform. The Affinda Agent is the on-ramp – the same engine, configured in a conversation instead of a project. Read our customer stories →
- 1B+
- documents processed
- 800+
- customers
- 80+
- countries
- 50+
- languages
95%reduction in manual work
10×more invoices processed with no added staff
Full auditability and tracking of every approval
Tailored to your use case, not a template
Every use case is different – different documents, different validation rules, different downstream systems. Affinda Agent tailors your workflow to each: tables shaped to your document layouts, data mapped to your destination fields, validation against your rules and data sources. Explore the use cases below.
Mapping a specific compliance, deployment or integration requirement? Talk with our team.
Lending
Split a 60–120-page bundle, summarise three months of bank statements, run an AML name/ID/DOB check – into your LOS in a ready-for-credit state.
See the use case InsuranceACORD forms, photos, repair quotes and adjuster notes – separated, key fields pulled, validated against the policy, exceptions routed to a reviewer with the pack attached.
See the use case Accounts payableHeader and line-item tables read, matched against open POs, variances over your tolerance sent to AP review, the rest posted straight through.
See the use case Onboarding and KYCIDs and proof of address read and cross-checked against the fields you require before a clean, structured record ever reaches your CRM.
See the use case LogisticsProof-of-delivery docs and bills of lading captured and validated against your ERP – no chasing depots, no manual handling, no rekeying.
See the use case ComplianceCertificates of insurance and compliance evidence read, expiry and coverage checked, gaps flagged before they turn into audit findings.
See the use case RecruitmentCVs parsed across formats and 50+ languages into structured candidate data – for your ATS, a marketplace, or your own product feature.
See the use case Vertical SaaSEmbed the whole pipeline behind your own interface via API – your customers get document automation, your engineers don’t have to build it.
See the use caseBuilt for document automation where the data has to stand up
High-stakes document workflows need more than a prompted prototype or slick demo.
The same compliance, deployment options and human-in-the-loop controls that Affinda
Platform customers already trust apply to every workflow the Agent configures.
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Compliance and certifications
- ISO 27001:2022 certified
- SOC 2 and GDPR compliant
- HIPAA-compliant deployment for healthcare
- Annual third-party penetration tests
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Data protection and access
- Encrypted at rest and in transit, modern cryptographic standards
- Multi-factor authentication for every user
- Proactive monitoring with alerts on suspicious activity
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Deployment and residency
- Multi-tenant SaaS, single-tenant, customer VPC or self-hosted / on-prem
- Global AWS data centres across multiple regions
- Embeddable APIs and SDKs for in-product placement
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Control and human-in-the-loop
- Built-in review UI, embeddable in your own application
- Exceptions route on failed validation rules, not low confidence
- Model Memory learns from validated corrections – your data isn’t used to retrain underlying models
Full security posture, sub-processors, certificates and live status at the Affinda Trust Centre.
Describe your documents.
Affinda Agent does the rest.
Available now to every Affinda Platform user. Start with the workflow your team already understands – describe a use case, run a proof of concept on your sample, then own it and scale on Affinda Platform.
Rather walk your workflow through with us? Talk with our team.
- Inspect every configuration step
- Adjust or reject before it takes effect
- Run on your sample before you commit