Built for regulated operations.
Nothing you don't need.
Every capability is designed for financial services and healthcare operations — with human-in-the-loop review and audit logging built in.
Intake Automation
Capture patient and client intake data, verify details, and route records to the right team — without manual re-entry.
Human-in-the-Loop Review
Automated decisions that affect patients or financial records include a human review step by default. Nothing ships without approval.
Audit-Ready Logging
Every automated step is logged and traceable — ready for review when auditors or compliance teams ask.
Reconciliation Pipelines
Match invoices to payments, flag discrepancies, and keep books audit-ready without manual line-by-line review.
Stack Integration
Connect EHR systems, QuickBooks, Xero, claims clearinghouses, and practice management software. No vendor lock-in.
Compliance-Aware Security
HIPAA-aware data handling, SOC 2-aligned controls, and encryption in transit and at rest. Your data stays yours — always.
Service tiers.
No surprises.
Start with one workflow. Prove the controls. Expand when ready.
For teams exploring where AI fits.
- 1 workflow discovery
- Intake or reconciliation assessment
- Human-in-the-loop design review
- Production automation
- Audit-ready reporting
- Priority support
For operations running critical workflows.
- Up to 3 automated workflows
- Human-in-the-loop review steps
- Audit-ready logging
- EHR / QuickBooks / Xero connectors
- Priority support
- Custom compliance reporting
For compliance-heavy environments at scale.
- Everything in Operations
- Custom compliance reporting
- Dedicated security review
- SLA & dedicated support
- Advanced access controls
- Dedicated instance option