Use case · Financial services
Your agent reads each statement as it lands, matches every value to your master data, and posts it. Misses go to a person with the reason.
The work today
Thousands a month, from thousands of managers, every one formatted differently.
Clients, managers and holdings must all tie out before anything posts.
The same two weeks, every month, spent retyping numbers.
How it works
Each manager's layout read with no templates, every field scored and located.
Document Intelligence →Values join your client, manager and holdings data in one query.
Retrieval-Ready Data →The agent writes matches to your system of record and sends misses to a person, with the reason.
Agent Builder →Run at scale
Run the agent on every statement as it lands. You decide what a low score triggers, so people only handle what doesn't match.
How to start
You already know the right values. Run them through Meibel and measure what matched, what it missed and how confident it was.
A starting point, not a packaged tool. Build it your way: your rules, your data, your systems.
How agents are built →