Document Agents

True language comprehension. No template matching.

Book a Meeting All Agent Types

Definition: Document Agent

A Document Agent is a specialized AI agent for automated processing of enterprise documents. It uses Large Language Models (LLMs) for contextual language understanding – not template matching, not rigid OCR rules.

The Document Agent reads a document, understands its content, and makes a professional assessment. This assessment is verified via the Decision Layer, documented, and written to the audit trail.

What Document Agents Process

  • Incoming invoices and credit notes
  • Sick notes and medical certificates
  • Employment contracts and amendments
  • Certificates and supporting documents
  • Receipts and travel expense reports
  • Tax assessments and official correspondence

How a Decision is Made

Document    →  Agent reads     →  Decision Layer checks
(Invoice)      and understands    completeness, plausibility,
                                   tax classification
                                        │
                           ┌────────────┴────────────┐
                           │                         │
                    High Confidence          Low Confidence
                    Clear rule              or exception case
                           │                         │
                    Posting proposal         Escalation to
                    + Audit Trail           clerk

With high confidence and clear rule application: autonomous processing with complete audit trail. With low confidence, exceptions, or missing information: escalation to a clerk – with all the context the agent has already extracted.

Decision Layer for Documents

Every document processing creates a complete decision record:

  • Input: Document hash, document type, extracted fields
  • Ruleset: Applied rule, version, timestamp
  • Assessment: Confidence score, risk score
  • Result: Posting proposal or escalation
  • Routing: Autonomous decision or human-in-the-loop

Use Cases

Finance & Accounting

Invoice processing, posting, document verification. Integration with DATEV and SAP FI/CO.

HR & People Operations

Sick notes, contract documents, certificates. Integration with SAP SuccessFactors and Workday.

Compliance & Audit

Automatic verification of incoming documents against internal policies and external regulations.

Integration

Document Agents connect to existing systems via standardized interfaces:

  • SAP FI/CO, SAP S/4HANA
  • DATEV
  • SAP SuccessFactors, Workday
  • SharePoint, Microsoft Teams
  • Email inboxes (IMAP/Exchange)
  • Others via REST/SOAP

Agent logic is decoupled from the target system. Switching your ERP changes the export layer – not the agent.

Document Agent FAQ

What is a Document Agent?

A Document Agent is a specialized AI agent that reads, understands, and processes enterprise documents with true language comprehension. It doesn't replace clerks – it handles routine cases autonomously and escalates exceptions to humans, with full documentation via the Decision Layer.

What documents does a Document Agent process?

Incoming invoices, credit notes, sick notes, employment contracts, contract amendments, certificates, receipts, tax assessments, and other structured and unstructured business documents.

How does a Document Agent differ from OCR?

OCR recognizes characters on an image. A Document Agent understands content: it identifies the document type, extracts relevant data, checks factual plausibility, and makes a classification decision. Every decision is documented via the Decision Layer and is auditable.

Which documents should your first agent process?

Talk to us about your specific use case.

Book a Meeting