Agents that clear the paperwork, without the data leaving your control.
Small regulated businesses drown in documents. Cloisa reads them, reconciles them, and fills in the systems of record, while the sensitive parts stay inside your boundary.
The problem
A small operator carries the same paperwork as a large one and none of the back office. Invoices, receipts, referrals, claims and correspondence arrive unstructured and get keyed in by hand, late, by whoever has time.
General purpose AI would solve most of it. But the people with the worst paperwork burden are usually the ones who are personally accountable for the data in it, and sending client or patient records to an outside model is exactly what they cannot casually do.
So the work stays manual. Not because the technology is missing, but because the control model is.
How it works
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De-identify
Direct identifiers are detected and replaced with stable tokens before anything is sent anywhere. The mapping stays inside your environment.
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Reason
Agents extract the fields, reconcile the document against your records, and explain any discrepancy in plain business language.
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Propose
Values are restored locally and a completed draft goes to a review queue with a confidence score per field. A person commits it. Never the agent.
Controls
The control model is the product, not a policy page attached to it.
- Human in the loop by default. The system proposes. A person commits.
- Confidence thresholds with abstention. Below the line it asks rather than guesses.
- Fails closed. If detection is uncertain, the document does not proceed.
- Least privilege. Scoped tool access and segregation of duties on anything financial.
- Versioned, visible policy. Thresholds and rules are yours to read and change.
- Complete audit evidence. Every extraction, score, policy applied and human override.
- Kill switch. Suspend an agent, a workflow, a counterparty or an action type.
Because the token mapping is reversible, this is pseudonymization rather than anonymization. It reduces exposure. It does not remove your obligations, and we will not tell you otherwise.
Where we start
Small telecom operators, independent ISPs, and equipment distributors. They carry enterprise inventory complexity, serial and IMEI level device tracking, dealer stock, multiple locations, supplier procurement, on small business budgets and with no back office.
The first workflow is procure to pay. Match the supplier invoice against the purchase order and the goods receipt, down to the individual device. Explain every discrepancy in plain language. Route the exception to the right person with the evidence attached.
We are looking for two or three design partners. If you run a small operator, an ISP, or a distributor and someone on your team reconciles supplier invoices by hand, we would like to watch them do it for an hour. No commitment, no software to install.
Healthcare and regulated financial services come next. The engine is the same. The paperwork is not.