LInkedIn

Enterprise-ready
vertical AI agent platform

AI Agents for every team

Book a tailored demo

Tap into the real agentic AI advantage

Get agentic AI into action faster than ever. Digital ClerX equips you to move from plan to production in record time, with real business results to show for it. No long setups. No steep learning curves. Just faster automation that works from the start, at scale.

Composability at its core.

  • Spin up pre-built or custom agents using our agent builder 
  • Combine agents into job-specific ClerX (multi-agent bundles) 
  • Define triggers, data dependencies, and fallback flows 
  • Support both native and external agents (via APIs, plugins, Copilot connectors)
Agentic Architecture

Seamless blending with existing systems.

  • Break silos and streamline workflows for faster, smarter execution. 
  • Supports REST APIs, webhooks, and event-based triggers 
  • Agents fetch, act on, and update data across systems in real-time 
  • Works across cloud, hybrid, and on-prem environments 
enterprise integration hub

From individual tasks to collaborative workflows.

  • Configure agent-to-agent communication and delegation 
  • Manage dependencies, timeouts, fallback actions, and retries 
  • Visualize agent workflows and status in a unified dashboard 
  • Built-in role management and approval logic for human-in-loop tasks 
multi agent engine

Context-aware. Domain-tuned. Always learning.

  • Support for LLM-agnostic deployments (OpenAI, Azure OpenAI, Mistral, etc.) 
  • Auto-context memory and reasoning based on previous interactions 
  • Agent benchmarking and skill refinement 
  • Domain-adapted agents with vertical knowledge infused 
intelligence layer

Your data. Their intelligence. One connected ecosystem.

  • Natively integrates with data warehouses (e.g., Azure Synapse, Snowflake, BigQuery) 
  • Works with your document repositories (SharePoint, OneDrive, Dropbox, etc.) 
  • Supports vector indexing and retrieval-augmented generation (RAG) 
  • Ensures data lineage, access controls, and observability 
  • Enable agents to generate responses grounded in enterprise knowledge—not just LLM guesses 
enterprise data layer

How It Works

Choose your
agents

Start with pre-built ClerX for functions like KYC, AP automation, or Sales Nudges. 

Connect your systems

Plug into your data sources, apps, and communication channels. 

Define your workflows

Configure orchestration rules, trigger points, and output actions. 

Deploy
and scale

Go live in days, not months. Monitor, tune, and expand on demand. 

What’s possible with
Digital ClerX platform?

All Industries

Finance

  • Accounts payable
  • Accounts receivable
  • Procure to pay
  • Order to cash
  • Expense management

Sales

  • Lead qualification and routing
  • Proposal generation
  • CRM data enrichment

Marketing

  • Campaign performance summaries
  • Content compliance checks
  • Customer persona extraction

HR

  • Employee onboarding workflows
  • Leave approvals & policy queries
  • Candidate screening & shortlisting

Customer Support

  • Ticket triage and escalation
  • Knowledge base autosuggestion
  • SLA monitoring and alerts

Manufacturing

Maintenance

  • Maintenance scheduling
  • Work order approvals
  • Downtime tracking and root cause analysis

Supply Chain

  • Inventory replenishment planning
  • Supplier onboarding and compliance
  • Shipment tracking and exception handling

Finance

  • Purchase order approvals
  • Budget variance analysis
  • Plant-level cost allocations

Pharmaceuticals

R&D / Clinical

  • Clinical trial document management
  • Regulatory submission preparation
  • Adverse event reporting automation

Quality / Compliance

  • Batch record review
  • CAPA process automation
  • Audit trail reporting

Supply Chain

  • Cold chain monitoring
  • Supplier qualification workflows
  • Lab equipment maintenance scheduling

Healthcare

Operations / Admin

  • Patient intake & triage automation
  • Appointment scheduling & reminders
  • Claims preauthorization workflows

Billing & Revenue Cycle

  • Insurance verification
  • Coding validation
  • Denial management automation

Retail

Merchandising

  • Product listing approvals
  • Pricing strategy automation
  • Vendor contract review

Supply Chain

  • Inventory balancing across locations
  • Demand forecasting workflows
  • Returns and restocking approvals

Finance

  • Store-wise P&L reporting
  • Spend analysis automation
  • Payment reconciliation

Financial Services

Finance & Risk

  • Account reconciliations
  • Risk profiling and scoring
  • KYC document verification

Lending / Operations

  • Loan application intake
  • Credit decisioning support
  • Mortgage document processing

Compliance

  • AML monitoring triggers
  • Regulatory reporting
  • Internal audit trail extraction

LLM-agnostic by design

Choose the models that work best for your business, Digital ClerX adapts to your AI strategy. Future-proof your automation strategy without vendor lock-in. 

Compatible with OpenAI, Claude, Mistral, Gemini, and custom models 

Bring your own model or use multiple models for different workflows

Easily switch providers without rebuilding agents

Maintain flexibility, cost control, and compliance with your internal policies

Copilot & Microsoft Teams Integration

Bring agentic automation to where your teams already work. 

Enable Copilot to trigger agents and retrieve real-time insights, right within your chat-based workflows.

Integrate with Microsoft Teams to trigger agents, automate approvals, and send real-time updates without leaving the chat. 

Hosted on your infrastructure

Deploy on Azure, AWS, GCP, or on-prem 

Full control over data, compliance, and privacy 

Built for regulated industries and sensitive data 

Why Digital ClerX?

Digital ClerX

Traditional AI Tools

Multi-Agent Orchestration

Built-in

Often manual

Vertical Agents

Pre-trained per industry

Generic NLP

LLM-Agnostic

OpenAI, Azure, custom

Locked models

Integration-First

Microsoft, SAP, etc.

Limited support

Use-case Ready

KYC, AP, Claims, etc.

Build from scratch

Hosting

Both Cloud and on-prem

Cloud only

Multi-Agent Orchestration

Built-in

Vertical Agents

Pre-trained per industry

LLM-Agnostic

OpenAI, Azure, custom

Integration-First

Microsoft, SAP, etc.

Use-case Ready

KYC, AP, Claims, etc.

Hosting

Both Cloud and on-prem

Multi-Agent Orchestration

Often manual

Vertical Agents

Generic NLP

LLM-Agnostic

Locked models

Integration-First

Limited support

Use-case Ready

Build from scratch

Hosting

Cloud only

Start your agentic automation journey today

Let’s explore how Digital ClerX can deliver real outcomes for your business.

Let's Automate it

Frequently Asked Questions (FAQs)

Can I integrate Digital ClerX with my existing ERP, CRM, and HR systems?

Yes. Digital ClerX supports 1,500+ integrations, including SAP, Salesforce, Workday, Dynamics 365, and more. Agents can be triggered by real-time events and can both fetch and update data across your enterprise systems. 

Absolutely. The platform is LLM-agnostic, meaning you can use OpenAI, Azure OpenAI, Claude, Mistral, or your own custom models. You’re never locked into one provider. 

Many clients go live with their first agentic workflow in under 10 days using our prebuilt templates. Custom use cases typically launch faster than traditional automation, thanks to our no-code builder and guided onboarding. 

Yes. Digital ClerX gives you full control over autonomy levels—whether fully automated, human-in-the-loop, or hybrid. You define where human review is needed and where agents can act independently. 

You can deploy Digital ClerX in the cloud, on-premises, or in a hybrid setup. The platform is designed to meet strict compliance, data residency, and governance needs across industries. 

Digital ClerX comes with enterprise-grade security: role-based access, encryption, audit trails, and compliance-ready deployment options. You always stay in control of your data.