AI for Document Workflows

AI Automation for Knowledge Work

Turn your document-heavy workflows into automated operations. Use AI to automatically review, validate, generate, and act on claims, leases, financial packages, and more. Deliver real business outcomes: accurate, cost-efficient, and always under control.

SOC 2 HIPAA PCI

Trusted by Industry Leaders

Gateway Logo
Zeller Logo
Union Pacific Logo
Sfa Partners Logo
Prostar Logo
Prenetics Logo
Paragon Logo
Loffa Logo
Montclair State University Logo
Milestone Bank Logo
Kairoi Logo
Highview Logo
Eah Housing Logo
Block Logo
Alora Pharmaceuticals Logo
Avenue Living Logo
levin management logo
Longhorn Investments Primary Dark
Gateway Logo
Zeller Logo
Union Pacific Logo
Sfa Partners Logo
Prostar Logo
Prenetics Logo
Paragon Logo
Loffa Logo
Montclair State University Logo
Milestone Bank Logo
Kairoi Logo
Highview Logo
Eah Housing Logo
Block Logo
Alora Pharmaceuticals Logo
Avenue Living Logo
levin management logo
Longhorn Investments Primary Dark
Solutions

Tailored for Your Workflows

Kolena AI adapts to the document processes in your sector, delivering specialized solutions for maximum efficiency.

Real Estate

Automate due diligence, quarterly lease audits, and contract review.

Explore Real Estate
Deal underwriting
Lease abstraction
Loan sizing
Mortgage due diligence

Financial Services

Generate financial models and investment memos; accelerate due diligence.

Explore Financial Services
Investment analysis
PE fund modelling
Risk assessment
Accounting operations

Insurance

Streamline claims processing and underwriting end to end.

Explore Insurance
Claims processing
Risk profiling
Loss run analysis
Policy / COI review

Banking

Automate regulatory review, compliance testing, and loan package review.

Explore Banking
Loan underwriting
Compliance testing
Customer restitution
Complaints resolution
The Automation Platform

One platform. Every step of your process.

Kolena automates the tedious manual work of document extraction, analysis, and generation, so your team stops rekeying and reviewing by hand. It turns your processes into living documentation for 100% alignment between written and executed policy, and runs it all at a fraction of the cost, with risk and compliance management built in.

AI Process Automation

Automate entire document workflows — end to end

Kolena isn't a chat app. It automates the full document workflow at scale: pulls input files straight from your drive or inbox, runs your extraction and analysis logic, generates your custom output template, and delivers it to the destination you define, running hundreds or thousands of documents in parallel, in minutes.

Auto-ingest from Google Drive, SharePoint, or email
Your extraction logic into your custom output template
Exported to your systems, hundreds in parallel
1000sdocuments processed in parallel, in minutes, not weeks
Claims intake pipeline Running
01Pull from Drive & email
02Extract & analyze
03Apply your logic
04Generate from your template
05Export to destination
1,284 documents running in parallel
Documentation
Onboarding
Standard SOPs
Controls
Glossary
Ask: what's our renewal notice period?
Lease Abstraction SOP v4
Auto-updated 2h ago · synced from 3 source docs
Policy_2024.pdfAmendment_A.pdf
Process Documentation & Retrieval

Your tribal knowledge, documented — and finally aligned

Every process, rule, and policy your team runs lives inside Kolena agents and becomes living documentation for training, compliance, change, and risk management. For the first time, your written policy and your executed work are 100% aligned: change a policy and the agents update themselves to match in minutes. And because it's centralized, anyone can just ask, "List the conditions for which an appraisal should go to the underwriting department? How many of our appraisals met these conditions in the last quarter?"

One source of truth for policy, process & logic
Update a policy, agents re-align in minutes
Ask in plain language, get cited answers
100%alignment between written policy and executed work
Agents Library

Get running in minutes — no AI expertise required

You don't need to know how to build AI to know what to automate. Kolena recommends your next workflow and ships a catalog of ready-made agents, built and verified by industry experts, for leases, loss runs, loan onboarding, compliance testing, and more. Pick one, point it at your documents, and go.

Hundreds of verified agents across real estate, banking, insurance & lending
Expert-built collections that run complete processes in order
Personalized recommendations for your next automation
Minutesfrom catalog to a running automation
Agent Catalog Hundreds of agents
Search agents: "lease", "loss run", "capital call"…
Verified Extraction Reconciliation Compliance
Recommended for you · Real Estate
Lease Abstraction
Turn a full lease PDF into a clean abstract in minutes, cited to source.
Verified1.4k uses
CAM Reconciliation
Reconcile CAM charges against lease terms and catch every over/under-bill.
Verified780 uses
Rent Roll Analysis
Build clean rent rolls and unit-mix summaries from messy source files.
Verified610 uses
Loss Run Analysis
Process loss runs from any carrier and surface large/unusual claims.
Verified1.0k uses
Accuracy monitor last 8 weeks
99.2% 0.4% extraction accuracy
Model v3.2 deployed, accuracy validated
Confidence dip on Form 10-K, flagged for review
QA & Maintenance

Always on the best model — without the testing overhead

New models ship every month, but swapping and re-testing them takes weeks to prove accuracy holds across every task. Kolena's AI team continuously benchmarks the latest and greatest models for you, so testing and upgrading is one click to pick the best-performing, most cost-efficient model for your workflow.

Latest models benchmarked for you, every month
Test and upgrade in one click, no weeks of QA
Pick the most accurate and cost-efficient model per task
99.2%accuracy, on the best model for every task
Security & Compliance

Your data, your insights — never black-boxed

Built to support enterprise security and compliance needs: reasoning logs, audit trails, encryption, and governance architecture.

PCI, SOC 2, and HIPAA compliant
No training on customer data
Complete audit trail and traceability
Encrypted in transit and at rest
Enterprise-grade: RBAC, ZDR, access control
Customer Stories

Trusted by Industry Leaders

Real estate firms, insurers, banks, and financial institutions cut turnaround times by 95%+ with Kolena's AI-powered document automation.

2:14

"How we cut portfolio review from weeks to days, with an audit trail our risk committee trusts."

PA
Priya Anand
SVP, Risk & Compliance · Kairoi

Kolena reduced our UCC filing review labor by 96% and cut funding turnaround time from five days to just a few hours.

TH
Terrie Hyland
VP of Operations · Milestone Bank

Kolena's AI platform saved our team about four hours per lease, nearly $100,000 in efficiency gains across 58 leases.

KK
Kevin Kim
Director of Client Engagement · Paragon Loan Advisors

Claims that used to take our adjusters a full day now clear in minutes, with every decision backed by a citation we can defend.

MR
Marcus Reddy
Head of Underwriting · Gateway Insurance

We run due diligence on entire portfolios in an afternoon. The audit trail is what finally got our risk committee comfortable with AI.

DO
Dana Okonkwo
Managing Director · Prostar Capital

Kolena improves our compliance reviews by catching detailed regulatory issues critical for housing compliance.

AT
Agnes Tsui
Director of Compliance · EAH Housing

Ready to see Kolena in action?

Try Kolena on your own documents, or let our team walk you through how it fits your workflows. Transform your document processing today.