Custom AI agents · Built in house

Autonomous AI agents, engineered for the work between your systems.

Sumvant engineers autonomous AI agents that operate your existing software stack. AI vision reads every document, a deterministic rules engine applies your SOPs, and field level read back verifies each entry before it commits.

Custom agent engineering
Built in house for one workflow
AI vision document intelligence
Confidence scored field extraction
Multi system orchestration
Adapters on a dedicated service identity
Field level read back
Every commit verified against source
Governed exception routing
Below threshold items to your team
Autonomous scheduled runs
Run ledger and full audit trail

Book a demo See it work

What we build

We build the agent. Then we count what it does.

We build an agent for one task in your software. It signs in the way a person would, works through the same screens your team uses, and does that one job.

We build it with your rules and your review points. Your team shows us real examples, we write the rules down with you, and you decide where a person signs off.

Every run is recorded. The numbers below come from our own records, not estimates.

0Entries saved without a checkEvery field is checked on screen before it counts.

15,170Screen captures of checksEvery step is recorded so it can be reviewed.

4,686Tests run before each releaseCounted from our own records, not estimates.

Systems

Works inside the software your team already uses.

Books and ERP
CRM
Scheduling and front desk
Field and retail
Portals
Clinical
Dental
Pharmacy
Documents and mail

Also works in: Payer portals, State PDMPs, Imaging portals, Eaglesoft, Rx30, Computer-Rx, DigitalRx, Excel, Outlook, SharePoint, OneDrive, Gmail, Drive.

The names and logos above belong to their owners. They appear to show where our agents do work, not to claim any partnership, sponsorship or endorsement, and no claim is made about the software itself.

Recorded

One shift, recorded.

Read
Enter
Check
Hand off

Fig. 1 · Our own demo screen: the agent finds a result, enters it, and checks every field. Fictional data.

Fig. 2 · The agent’s own log from the same demo: every step timed and checked before it counts. Fictional data.

The problem

Why the work is still done by hand.

Software does its own job well, and the work between systems still falls to people.

Manual handoffs between systems

Every handoff is a person copying one screen into another.

Copy and paste as the interface

Unstructured documents

Faxes, PDFs and scans wait until someone reads them.

No fields until a person types them

Undocumented rules

The right action depends on who is at the desk.

The rulebook lives in someone’s head

Unverified automation

Generic tools guess, and your records cannot afford a guess.

Nothing checks the entry before it is saved

Industries

Any business that runs on screens.

If a trained person does it on a computer by following rules, an agent can learn it.

Accounting and bookkeepingEntry and reconciliation work between the inbox, the bank feed and the ledger.

Invoice and receipt entry
Bank to ledger reconciliation
Month end report packs

InsuranceClaims desk work between the intake forms, the policy system and the carrier and vendor portals.

First notice of loss intake
Claim and policy data entry
Portal lookups and status checks

Field service and tradesOffice work between the job tickets, the field software and the permit portals.

Job ticket entry
Invoice and payment posting
Permit portal submissions

Logistics and retailOrder and freight work between the shipping documents, the order system and the carrier portals.

Bill of lading and invoice capture
Order and return entry
Carrier status checks

Healthcare and clinicsReferral and eligibility work between the EHR, the fax line and the payer portals.

Referral intake
Eligibility checks
Prior auth paperwork

PharmacyQueue work between the electronic feed, the fax line and the dispensing system.

Electronic and fax intake
Item and code matching
Refill and transfer queues

DentalFront desk work that happens between the practice system and the insurers.

Insurance verification
Claim attachments
Patient ledger updates

Med spasFront desk work between the intake forms, the EMR and the point of sale.

Intake and consent forms
Package tracking
Daily sales reconciliation

Yours.

Every build starts from your screens, not from a template.

Any system your team signs into
Any document that arrives as a file, a fax or a page
Any rulebook you can write down, or we write it down with you

Tell us the task

These are examples. If your team does it on a screen and follows rules, we build it.

How it works

From your screen to a verified entry.

Discovery and your rules

We walk through real examples with your team and write your rules down.

Your rules, written down and dated

Build and test

We build the agent on your workstation and test it on your real screens.

Tested on your real screens

Runs on a schedule

It works on your schedule, and your team reviews only what it hands over.

Every run recorded · Health checks

See it work

Plans

Three plans, specified by the work.

Relay

One system, clear rules, no judgment calls

Systems
Document AI
Rule depth
Autonomy

Scope: One application, the same path every time
Inputs: Forms, spreadsheets and exports
Decisions: Each field filled by a written rule
Regulated data: Not included

Navigator

Several systems, regulated data, some judgment

Systems
Document AI
Rule depth
Autonomy

Scope: Several systems in one task
Inputs: Scans, PDFs and faxes too, read by AI
Decisions: Judgment calls, with unsure items sent to a person
Regulated data: Handled under a BAA where health information is involved

Sentinel

Complicated tasks, many systems, detailed rulebooks

Systems
Document AI
Rule depth
Autonomy

Scope: Many systems, many paths
Inputs: Documents that vary widely, checked against each other
Decisions: Detailed rulebooks, with every kind of exception named
Regulated data: Handled under a BAA where health information is involved

Compare plans →

First production build

A pharmacy’s intake, handed to an agent.

58screens mapped

165rules encoded

205rulings recorded

Read the case study →

FAQ

Frequently asked questions

What do we need from you?

A dedicated computer for the agent, remote access, and a login for it in each system it works in. In the first week, a live walkthrough of 5 to 8 real examples and your written guidelines, or we draft them with you.

How fast does Sumvant respond?

New inquiries get a reply within one to two business days. Clients get response targets by severity, set by their plan.

How long until your agent is working?

About six weeks from kickoff: setup, mapping, build, supervised runs and handover. Large rulebooks or many systems can take longer, and we say so at discovery.

Do you have to change your software?

No. The agent works inside the software you already use, through its own login.

What happens when the agent is not sure?

It stops, sends the item to your team with the reason, and moves on to the next one. Nothing uncertain is filed.

How do you know an entry is right?

After typing, the agent checks every field on the screen against the source. A mismatch is never filed.

Is your data used to train AI?

No. The AI read runs on AWS Bedrock, which does not use it to train models and does not share it with the model’s maker.

Will Sumvant sign a BAA?

Yes, whenever health information is involved.

What does it cost?

Each build is scoped to the work. We share pricing after your demo, once we know what the agent will carry.

Does Sumvant work in your industry?

If the work happens on a screen and follows rules, yes. Eight industries, and yours.

What if your software changes?

Teaching the agent the changed screens after an update comes out of your monthly engineering hours.

Who builds it?

Sumvant builds every agent in house, and the people who build it support it.

Your systems. Your rules. Work that runs itself.

Book a demo or write to [email protected]