Solutions

If a person does it on a screen, an agent can learn it.

Sumvant builds for the work itself, reading, entering, checking, moving and reporting, in eight fields and in yours.

Industries

Three workflows an agent can carry, in each field.

Accounting and bookkeeping

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

Insurance

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

Field service and trades

  • Job ticket entry into the field software
  • Invoice and payment posting
  • Permit portal submissions

Logistics and retail

  • Bill of lading and invoice capture
  • Order and return entry across channels
  • Carrier portal status checks

Healthcare and clinics

  • Referral intake
  • Insurance eligibility checks
  • Prior authorization paperwork

Pharmacy

  • Intake from the electronic queue and the fax line
  • Item and code matching
  • Refill and transfer queues

Dental

  • Insurance verification before visits
  • Claim attachment uploads
  • Patient ledger updates

Med spas

  • Intake and consent forms into the EMR
  • Package and membership 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

Instead of outsourcing data entry

An agent does the keying inside your own software, signed in with its own login. Every entry is checked against the source before it saves, and exceptions go to your team. How data is processed along the way is on the Security page.

What every agent is built from

Six capabilities, assembled for your workflow.

Every build draws on the same tested parts, each one specified by what it does and what it checks.

Queue intake

Opens every email, fax, portal and queue item as a work order.

Work orders · Every item receipted · Nothing dropped

AI vision extraction

Reads faxes, PDFs, scans and photos into the fields your rules ask for.

Document intelligence · Confidence scored fields

Checked before it saves

Types into your system of record, screen by screen, then checks every field on the screen.

Every field checked · A capture kept per item

Its own login to each system

Signs in with its own login to look up, download, upload and submit.

Its own login · Two factor codes handled

Cross system reconciliation

Matches records from two or more systems line by line.

Every mismatch recorded with the reason

Scheduled reporting

Assembles the numbers on a schedule and delivers the report.

Totals tied to source · Every run recorded

Systems

Works where your team works.

One build per application, each working through the agent’s own login.

  • Books and ERP
    • QuickBooks
    • Xero
    • NetSuite
    • Sage
    • Bill.com
    • SAP
    • Oracle
  • CRM
    • Salesforce
    • HubSpot
    • Zoho
    • Dynamics 365
    • Pipedrive
  • Scheduling and front desk
    • Boulevard
    • Zenoti
    • Aesthetic Record
    • Jane
    • Mindbody
    • Vagaro
    • Nextech
    • Fullscript
  • Field and retail
    • ServiceTitan
    • Jobber
    • Housecall Pro
    • Workiz
  • Portals
    • UPS
    • FedEx
    • Labcorp
    • Quest Diagnostics
    • CoverMyMeds
    • Availity
  • Clinical
    • Epic
    • Oracle Health
    • athenahealth
    • eClinicalWorks
    • NextGen
    • Tebra
    • ModMed
    • AdvancedMD
  • Dental
    • Dentrix
    • Open Dental
    • Curve Dental
  • Pharmacy
    • PrimeRx
    • PioneerRx
    • Liberty
    • QS/1
    • BestRx
  • Documents and mail
    • Microsoft 365
    • Google Workspace

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.

Tell us the task.

Book a demo