Kodexa
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Kodexa helps your team put its knowledge to work

Your people understand the details a document can't explain. Kodexa brings that experience into the workflow, with your team in control.

If a model on its own meets your needs, we'll say so.

What we believe

Your expertise stays yours

AI models are available to everyone. Your team's experience is specific to your business, and it should stay in your hands.

Your moat as a company is your tacit knowledge. In a world where AI exists, and network effects of AI exist, you need your own hill-climbing machine in which the models are learning.

Satya Nadella · CEO, Microsoft Stratechery, interview with Ben Thompson, 4 June 2026
Everyday examples

The details your people know

Credit

We exclude this borrower's asset sales from recurring income.

Accounts payable

This supplier invoices before shipping, so we wait for the goods receipt.

Covenants

We use the last four quarters for this test, even though the certificate doesn't say so.

Loan review

Our policy allows three years, but we review this asset's appraisal after two.

Customs

The invoice lists separate parts, but we classify them as one assembly.

Blueprints

A shared foundation for each workflow

Four outlines of completely different shapes, each holding the same five-part core.
  • A model reads the documents across different layouts.
  • Your knowledge guides the checks and how to handle exceptions.
  • Every number links back to the source page.
  • A person reviews the decisions that need their judgement.
  • The result reaches your system with a record of the work.

A blueprint brings these parts together for one process.

How Kodexa helps

A platform for the way your team works

Each blueprint brings together the steps for one document workflow. We'll help you shape it around your team's needs.

Loose, overlapping planes on the left resolving into an even grid of tiles on the right.
Where it fits

Familiar work, with more support

Each blueprint supports a specific process. You can begin with the work that needs the most help.

In use today
Financial spreading

Organise a borrower's accounts in your standard template.

In use today
Accounts payable

Match invoices to purchase orders and goods receipts.

Areas we're exploring
Loan review

Check a loan file against your credit policy.

Areas we're exploring
Covenant compliance

Find the test dates and definitions in a credit agreement.

Areas we're exploring
Customs entry review

Check paperwork and classification before filing.

An example

Financial spreading, explained

A credit analyst brings figures from a company's financial statements into the bank's standard template. This makes it easier to compare results and calculate ratios. The completed template is a spread.

The accounts arrive in different formats. The analyst makes sure the figures support a sound credit decision.

Income statement
Balance sheet
Cash flow statement
Figures go into one template
Standard templateFY2025
Revenue48,210
EBITDA6,140
Net debt14,900
Leverage2.4x
Interest cover4.8x
An example

Some numbers need a little more context

On the page
What the analyst knows
Other income · 1,200,000
This was an asset sale, so they exclude it from recurring income.
Loan from shareholder · note 14
The loan is subordinated. Under the agreed policy, they treat it as equity.
Management accounts to March · audit to December
The test date falls between the two periods, so they check with the relationship manager.
An example

Your experience can help the whole team

Much of this knowledge lives with individual people or in their spreadsheets. Keeping it with the work helps the whole team draw on it.

Knowledge

The agent learns from your analyst's decisions

Scroll across the table to compare periods.

Found on the page
FY2025Analyst
FY2024Agent
Q1 FY2026Agent
Other operating incomeIncome statement, page 4
1,200Exclude from EBITDANote 6: property sale
310Exclude from EBITDAchecked against this periodNote 6: vehicle sales
0No adjustment neededchecked against this periodNo notes in this quarter
Amounts owed to related partiesBalance sheet, page 6
3,500Treat as equityNote 14: subordinated
3,500Treat as equityfrom FY2025Note 14: subordinated
3,500Treat as equityfrom FY2025Same loan, carried over

Illustrative figures, in thousands.

Click or use the right arrow to continue

Activity plans

A clear role for each step

A model reads Knowledge guides checks A person decides Your system An agent

Plans can be short or detailed, depending on the work. Click or use the right arrow to explore.

For your team

More time for the work that needs you

More capacity

Less routine work to repeat

Your team's corrections become knowledge the workflow can use again, helping reduce repeated effort.

A clearer view

A better sense of what needs help

You can see where work slows down and what needs correcting, so it's easier to support your team.

A small compact block of tiles beside a much larger fan of planes opening outward.
Building together

Your team can build on what works

Kodexa Skills for Claude Code help your engineers create blueprints. We can build the first one alongside you.

Kodexa

We provide the platform and tools to run and review the work.

Your team

You bring the process and the expertise behind it.

Agent

The agent drafts a blueprint for your engineer to review.

The platform

Your own space, with a clear record of the work

Scroll across to follow the workflow.

Your channels Email, files, API Your Kodexa environment Your documents Your knowledge Your people A record of the source, checks and decisions Your systems Clean data out
Privacy

Your own environment, in your region. Your knowledge stays separate from other customers'.

More capacity

Serverless infrastructure helps the platform handle busy periods, including quarter-end.

Governance

Your reviewer can trace figures to their source and stays responsible for sign-off.

1.5M+
Activities a month, in regulated industries
SOC 2
Type II, independently audited
Zero
Customer knowledge shared across accounts