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Krista.ai / SaaS and Software

Documents, captured and processed

Product workflow explainer / motion graphics

Inside the edit

A diagram-led explainer of document processing. Captioned steps follow Krista as she reads an incoming email, classifies it as an invoice, a quote or a credit memo, extracts the supplier, PO number and line items, and updates the accounting system.

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Automatically transcribed from the showcased film. Wording may contain errors. This is the client’s narration, not advice from FDM.

Krista orchestrates processes across your people, systems, and AI. Krista is an enterprise-wide agentic platform that automates work through natural conversation. Here we'll show how Krista captures, classifies, and processes documents like purchase orders and invoices. Krista continuously monitors shared email inboxes for new messages. When an email arrives, she reads the subject line, body text, and attachments using natural language processing. Krista builds and deploys machine learning models unique to your business. Gen AI is powerful, but not an appropriate AI for this purpose. In this case, Krista classifies the message as an invoice, a quote, a credit memo, or something else. Once Krista classifies the email, she downloads attachments and converts them into readable text. Krista LLM extracts key data like supplier name, invoice number, PO number, line items, quantities, and total amount. And when needed, she asks the right people to verify the data before moving forward. As Krista learns, confidence improves. Within weeks of deployment, most models mature from 50% accuracy to over 90%. Generative AI alone cannot achieve this. Next, Krista retrieves the related purchase order from the accounting system. She performs a three-way match between the invoice, purchase order, and goods receipt. She honors business rules you provide and develops a sniff test for anomalies or discrepancies to flag possible errors or fraud. Once everything checks out, Krista enters the invoice data into the accounting system. She maps vendor IDs, account codes, and cost centers automatically. The accounting system updates the vendor's payable balance and marks the invoice as ready for payment. Every action Krista performs is stored as an audit trail and can be logged in your ticketing system if desired. This is just one example of how Krista becomes the digital brain of your business, orchestrating people, systems, and AI to produce measurable outcomes. Explore more high ROI use cases at krista.ai. Explore more high ROI use cases at krista.ai.

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