An end-to-end document automation platform for financial services
Sophia offers industry-leading intelligent document process automation for financial services through AI-driven data capture, enrichment, and business workflows.
Our solutions
Finance Automation
With Sophia, organizations can seamlessly streamline their finance operations, from vendor management to invoice and purchase order processing.
Wealth Management
Organizations deal with a large volume of investors and wealth forms to service their clients, which Sophia can automate.
Fund Administration
Sophia empowers fund administrators to automate tasks, improve accuracy, and ensure compliance, all within a centralized platform.
Insurance Claims Automation
Sophia simplifies the entire claims process, reducing manual effort and enhancing accuracy.
Compliance & AML
Sophia automates KYC
and AML compliance operations from document to decision.
Client onboarding
Sophia is able to automate manual processes and reduce time in the onboarding of new customers
How Sophia works
Ingestion
Sophia seamlessly processes documents in any format, utilizing your preferred method-be it direct email, SFTP, API, or bulk upload.
Classification
Documents are accurately identified, enabling precise capture and the effective filtering out of duplicates and spam documents.
Capture
Sophia uses proprietary computer vision & natural language processing algorithms along with HILT capture to maximise accuracy.
Validation
Documents are cross-validated against predefined rules, documents, & databases before transforming into desired output.
Business workflow
Sophia integrates business workflow logic to achieve end-to-end straight-through processing decision-making.
Reporting & alerting
Monitor the performance of Sophia and generate reports. Alerting allows for immediate response to unexpected behavior.
