FINANCE
Invoices and accounting records
Extracts amounts, dates and taxes, checks arithmetic consistency and matches each record to its transaction.
Layer 03 · IDP
INTELLIGENT DOCUMENT PROCESSING
Cortex turns business documents into validated, traceable data.
AI document processing for operations with high volumes of invoices, contracts, records, insurance policies, certificates and case files. Cortex reads documents, extracts fields, checks rules and escalates only the exceptions that need human judgment.
Extracts key fields Checks rules and sources Escalates only exceptions Keeps auditable evidence
Example animation with fictitious data: invoices, contracts and supporting documents that were reviewed by hand reach their case file, AI reads the invoice, extracts amount, contract and taxes and checks them against the contract, and an agent explains that the taxes do not match and the case goes to human review.
What it processes
It's not a file inbox. It's a document review engine.
Cortex doesn't just receive documents. It understands them, extracts fields and decides what a person should review based on business rules, validity and risk level.
Invoices and accounting records
Contracts and addenda
Regulatory certificates
Insurance policies
Operational forms
Case files and evidence
Before vs. Cortex
The difference is removing operational friction.
MANUAL PROCESS
- Responses that take daysManual checks, overloaded inboxes and dead time between departments.
- Experts stuck reviewing paperworkSkilled people tied up checking documents, records and evidence.
- Risk of human errorMistyped data, expired documents and exceptions nobody catches.
- Constant bottlenecksOperations cannot scale when document volume goes up.
WITH CORTEX
- Continuous processing24/7 processing for critical documents.
- Oversight, not data entryYour team focuses on exceptions and decisions, not manual data entry.
- Verifiable complianceAutomatic validation against rules, sources and auditable evidence.
- Scale without red tapeHandle more volume without growing operational bureaucracy.
Validation engine
Every document goes through configurable checks.
Cortex combines automatic extraction, business rules and human review only when risk or uncertainty justifies it.
EXAMPLE · FICTITIOUS DATA
Document validation
- 1Document typeInvoice · correct
- 2PeriodCurrent
- 3Contract matchAmount matches
- 4Arithmetic consistencyTax difference
SENT TO HUMAN REVIEW
With the extraction, the applied rule and the finding already prepared.
01
Correct document type
Confirms the file is the document that was requested before it goes to review.
02
Validity and period
Checks dates, expirations and applicable periods to catch expired documents.
03
Internal cross-checks
Compares extracted data against forms, contracts, case files, projects or internal rules.
04
Arithmetic consistency
Checks sums, subtotals, taxes, withholdings and amounts to catch calculation errors.
05
Smart classification
Identifies whether a file is an invoice, contract, receipt, certificate, policy or case file.
06
Auditable exceptions
When something doesn't add up, it produces the evidence your team needs to decide fast.
Use cases
One engine, many document workflows.
In a regulated process it can validate records and certificates. In financial services it can read customer files. In procurement it can match invoices, contracts and addenda. The logic changes; the document engine stays the same.
SUPPLIERS
Supplier compliance
A file for each supplier, certificate and policy expiration tracking, expiration alerts and requirement checks before payments, contracts or access are approved.
See how it worksPROCUREMENT
Invoices, contracts and addenda
Matches what was invoiced against what was contracted and agreed in addenda, and escalates only the differences.
FINANCIAL SERVICES
Customer files
Reads customer files, verifies they are complete and current, and records evidence of every check.
HEALTHCARE
Authorizations and supporting documents
Classifies and validates the documents attached to an authorization before it reaches review.
BPO / CX
Operational forms
Turns forms and attachments into structured data for operations, with exceptions in plain view.
Financial services Supplier operations Retail and consumer goods BPO / CX Legal and compliance Healthcare and authorizations
Supplier compliance
Every supplier file up to date, without chasing documents.
Cortex reviews the documents your organization requires from each supplier, tracks their expiration dates and alerts you before anything expires. You set the rules, based on your policy and your industry.
Supplier file
Each supplier has a file with the documents your organization requires, their status and their history.
Certificate and policy expirations
Cortex reads the dates on each document and knows when it stops being valid.
Expiration alerts
Notifies the supplier and the internal owner before a document expires, not after.
Requirement checks
Checks type, validity and data against the rules your organization sets for each type of supplier.
EXAMPLE · FICTITIOUS DATA
Supplier file · Demo Supplier Inc.
- Certificate of good standingValid
- General liability policyExpires in 12 days
- Labor compliance certificateExpired
- Bank detailsMatched to onboarding record
- Quality certificationNot uploaded yet
Alert sent to the supplier and the procurement owner: the policy expires soon and a certificate is missing.
Case study · Grupo ATISA
Supplier document validation, measured in production.
How we took supplier document validation at a construction company from a manual process that could not be sustained to an operation run by AI, rules and people — without hiring anyone.
95.4%
Less time
From 325 to 15 hours per week. Operations stopped being the bottleneck.
25×
Faster per document
From about 2 to 50 documents per hour, without lowering the quality of the validation.
10.3
People freed up
From 10.8 full-time employees required to half of one person’s time (0.5) with the platform.
Same day
Response time
From 15 days of backlog to same-day answers. Projects no longer stall.
79 registered suppliers · measured on a sample of 13 active suppliers (750 documents per week).
Read the full case studyConfigurable operation
Not every document should be treated the same way.
A low-risk document can be approved automatically. A critical one can go to human review with the extraction, rules and findings already prepared.
- 01Intake
- 02Extraction
- 03Validation
- 04Audit
1
100% automatic
Rules approve or reject when confidence is high.
2
Automatic with monitoring
The AI decides and notifies the owner with the details.
3
Hybrid
The AI resolves high-confidence cases and escalates doubtful ones.
4
100% manual
Everything goes to a human queue when the risk calls for it.
Architecture
The pillars of Cortex.
Cortex doesn't replace your existing systems. It works as an intelligence layer that integrates with repositories, ERPs and current workflows.
Intelligent extraction
Reads invoices, contracts, records, certifications and forms. It goes beyond OCR: it turns documents into structured data.
Multi-agent validation
One agent extracts, another cross-checks, another audits consistency and another decides whether to escalate the exception.
Business context
Uses rules, history and knowledge bases to link documents to contracts, transactions and case files.
Enterprise integration
Cortex connects to Alfresco, ERPs, CRMs, portals and external sources through APIs.
Full traceability
Every check records its evidence, source, applied rule and result for document audits.
Continuous learning
Team feedback improves rules, exceptions and classification to reduce manual work over time.
Executive dashboard
Document status, visible for every operation.
Cortex can show progress, pending items, flagged documents, exceptions and alerts on one dashboard, so operations, procurement, legal, finance and audit work from the same source of truth.
Operating experience
Two ways to run the same engine.
External portal
Customers, suppliers or partners upload documents and see status, comments and pending items.
API / control center
Cortex integrates with your systems or runs from a dashboard with rules, exceptions and metrics.
On the platform
The layer that reads and validates, between the repository and the process.
Cortex integrates with document repositories, ERPs, CRMs, supplier portals, internal APIs and external validation sources. Within the Appropia platform, it works alongside the other layers.
- Receives from the repositoryDocuments arrive from the repository, a portal, email or an API.
- Delivers validated dataThe process receives extracted fields, applied rules and exceptions ready for a decision.
- Keeps the evidenceEvery result keeps its source, rule and owner for audits.
- 04Integrated AI agentsAsk about a validation result in plain conversation, connected to your systems
- 03Cortex · IDPReads, extracts and validates documentsYOU ARE HERE
- 02LuxFlowRoutes exceptions to owners, stages and alerts
- 01Document repositoryStores and links the documents for each case
Scope is defined per document workflow: integration and rules are validated in the technical assessment.
Cortex assessment
Let's qualify the workflow first.
To make the conversation useful, we need to understand volume, process, urgency and your current system. With that, we estimate whether Cortex should start as a pilot, an integration or full automation.
- 1We identify the document workflow with the highest return.
- 2We check whether there is enough data for a pilot.
- 3We prioritize integration, traceability and critical rules.
FAQ
Cortex, explained in direct answers.
What Cortex does, which processes it fits and how it differs from a vertical solution.
What is Cortex?+
Cortex is layer 03 of the Appropia platform: intelligent document processing (IDP). It reads business documents, extracts fields, classifies files, validates rules and keeps a traceable record for audits.
Which processes is Cortex built for?+
Cortex is built for high-volume document processes: invoices, contracts, insurance policies, certificates, case files, accounting records, authorizations, document audits and operational validation.
Is Cortex just OCR?+
No. Cortex uses OCR when needed, but its value is turning documents into validated data, checking them against business rules and escalating exceptions with context.
Which systems does it integrate with?+
Cortex can integrate with document repositories, ERPs, CRMs, supplier portals, Alfresco, internal APIs and external validation sources.
What results is it designed to deliver?+
Cortex reduces manual review, speeds up response times, improves traceability and lets your team review only exceptions or high-risk decisions.