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Intelligent Document AI

Turns Enterprise Documents into an

Agentic System of Action

Agents empower enterprise users to initiate and repeat business critical actions from data locked in thousands of business documents to power business workflows.

Docugami's system of action is powered by our patented document AI that automatically turns your entire documents into Knowledge Graphs of actionable data at enterprise scale, with unmatched accuracy.

 

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AgenticSystemsofAction
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Why Docugami?

Docugami is a purpose-built agentic System of Action that empowers business users in enterprises and midsize businesses to create AI agents that can initiate and repeat critical actions from document data. Our patented Business Document Foundation Model learns your file patterns in about 30 minutes – designed for frontline business users, no manual labeling or extensive training required.

Unlike traditional OCR or IDP tools that struggle with unstructured formats, Docugami creates a hierarchical Knowledge Graph of your documents in their entirety – at enterprise scale with unmatched accuracy – and uses that document data to power AI agents to drive a wide range of actions and business processes.

Docugami enables deep agentic reasoning, accurate querying and chatting, precise data extraction, and robust automation. With SOC 2 and GDPR compliance, your data remains secure and under your control. Whether you’re leveraging thousands or millions of documents, Docugami’s agentic System of Action scales effortlessly, and also integrates with your CRMs, ERPs, and BI tools to transform how you work.

 

 

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Discovery

Gain instant visibility into your document landscape, identifying patterns and risks.

Go to Discovery
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Transformation

Convert files into AI-readable Knowledge Graphs for querying, reasoning, and analytics.

Transformation
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Extraction

Pull the exact data you need at enterprise scale, with unmatched accuracy, eliminating manual effort and ensuring compliance.

Extraction
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Agents

Create and repeat business critical actions leveraging document data. 

Agents
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DISCOVERY: UNCOVER INSIGHTS INSTANTLY

For enterprises managing vast document sets, Discovery eliminates hours of manual reviews by surfacing critical patterns or risks. Example: Identify outdated policies scattered across departments, enabling swift updates to mitigate compliance issues.

Technical Details

  • Classification: AI analyzes content, structure, and metadata to categorize documents, handling variations like inconsistent templates.
  • Clustering: Groups documents by similarity (e.g., topic, entity) using vector-based similarity scores, flagging outliers for review.
  • Outputs: Interactive dashboards with visualizations (e.g., trend charts, category breakdowns).
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TRANSFORMATION: MAKE DOCUMENTS ACTIONABLE

For businesses aiming to leverage AI, Transformation unlocks unparalleled intelligence. Query in plain English—“What obligations exist in this contract?”—and get instant, context-rich answers. Build predictive models (e.g., compliance risk forecasts) or compare document versions effortlessly. 

Technical Details

  • DGML Markup: We use open source LLMs to ensure trust and data safety, and Declarative Markup to reveal the inherit patterns, terminology, and relationships of complex unstructured documents. 
  • Knowledge Graphs: Create interconnected graphs reducing LLM token usage by up to 10x compared to PDF scans.
  • Performance: Graph-based processing delivers sub-second query speeds, even for massive document sets.
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EXTRACTION: ENTERPRISE SCALE, UNMATCHED PRECISION

For enterprises managing high-volume data needs, Extraction streamlines compliance reporting, data migration, and ETL processes. Save hours on manual data entry while ensuring audit-ready accuracy. Example: Extract key terms from thousands of insurance policies to populate databases, enhancing compliance and operational efficiency.

Technical Details

  • Schema Builder: No-code interface for defining extraction rules, with AI-suggested refinements based on document patterns.
  • Scalability: Process massive volumes of documents with high fidelity, even noisy inputs like scanned PDFs.
  • Outputs: Flexible formats (XML, CSV, JSON) or API-driven integrations for real-time or batch processing.
  • Accuracy: AI corrects OCR errors and adapts to document variations, ensuring reliable results.
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AGENTS: CREATE AND REPEAT BUSINESS CRITICAL ACTIONS LEVERAGING DOCUMENT DATA

For businesses seeking end-to-end efficiency, Docugami's AI agents eliminate manual bottlenecks, enhances compliance, and integrates document intelligence into core operations. Example: Automate contract processing from intake to approval, with real-time status queries, saving hours daily.

Technical Details

  • Automation Pipeline: Supporting continuous or batch processing.
  • AI Chat: Query documents naturally (e.g., “List compliance gaps”) with graph-backed responses.
  • Security: SOC 2/GDPR compliant with role-based access and audit trails.
  • Scalability: Handles large volumes of complex documents with distributed processing for sub-second performance.

INDUSTRY USE CASES

Docugami delivers tailored solutions for enterprise needs:
  • Insurance: Ingest ACORD forms, classify by carrier, transform into AI-readable Knowledge Graphs, extract limits/deductibles, and route to AMS systems. Query: “Identify coverage gaps.” Benefit: Streamlined submissions underwriting, document generation, and compliance.
  • Legal: Transform contracts into graphs, extract clauses, flag inconsistencies, and compare versions. Benefit: Faster, error-free reviews.
  • Finance: Aggregate report data, visualize trends, and predict outcomes. Benefit: Data-driven decision-making.
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Try Docugami Free

Ready to transform your document processes? Start with a free trial to explore Discovery, Transformation, Extraction, or Agents. For tailored guidance, request a demo or contact our team to discuss enterprise needs.

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