Create. Refine. Decide

Navi is the interface to run trusted AI agents for complex document work – no engineering required.

Book Demo

Try for Free

All Projects

claim portfolio risks

Navi

Configuration

Documents

Agents

extractions

Agent-by-Agent

Results Table

DEcEsion Tools

DesignMe

team@designme.com

What can I help with?

Quick Analysis

Summarize Document

Extract Insights

Quick Claim Portfolio Analysis

Ask Anything...

Shift+Enter for new line. Feedback

Ask questions about your project data values, extracted values, and documents. Use @ to add specific documents or agents to context, or use the Data Explorer.

Context Graph

Medical Risk Event

DOCUMENTS

Supplier_Agreement.docx

DOC

Quality_Audit_Report.pdf

PDF

Raw_Data_Notes.txt

TXT

Invoice_45821.pdf

PDF

Logistics_Plan_Q2.txt

TXT

Chat_Transcript.txt

TXT

Manufacturing_Overview.docx

DOC

Policy_10238.docx

DOC

Medical_report_P5891.pdf

PDF

RESULTS

+ 167 MORE CLAIMS

CLAIM

MEDICAL RISK EVENT

CL - 10238

CL - 10457

All Projects

claim portfolio risks

Navi

Configuration

Documents

Agents

extractions

Agent-by-Agent

Results Table

DEcEsion Tools

DesignMe

team@designme.com

What can I help with?

Quick Analysis

Summarize Document

Extract Insights

Quick Claim Portfolio Analysis

Ask Anything...

Shift+Enter for new line. Feedback

Ask questions about your project data values, extracted values, and documents. Use @ to add specific documents or agents to context, or use the Data Explorer.

Context Graph

Medical Risk Event

DOCUMENTS

Supplier_Agreement.docx

DOC

Quality_Audit_Report.pdf

PDF

Raw_Data_Notes.txt

TXT

Invoice_45821.pdf

PDF

Logistics_Plan_Q2.txt

TXT

Chat_Transcript.txt

TXT

Manufacturing_Overview.docx

DOC

Policy_10238.docx

DOC

Medical_report_P5891.pdf

PDF

RESULTS

+ 167 MORE CLAIMS

CLAIM

MEDICAL RISK EVENT

CL - 10238

CL - 10457

All Projects

claim portfolio risks

Navi

Configuration

Documents

Agents

extractions

Agent-by-Agent

Results Table

DEcEsion Tools

DesignMe

team@designme.com

What can I help with?

Quick Analysis

Summarize Document

Extract Insights

Quick Claim Portfolio Analysis

Ask Anything...

Shift+Enter for new line. Feedback

Ask questions about your project data values, extracted values, and documents. Use @ to add specific documents or agents to context, or use the Data Explorer.

Context Graph

Medical Risk Event

DOCUMENTS

Supplier_Agreement.docx

DOC

Quality_Audit_Report.pdf

PDF

Raw_Data_Notes.txt

TXT

Invoice_45821.pdf

PDF

Logistics_Plan_Q2.txt

TXT

Chat_Transcript.txt

TXT

Manufacturing_Overview.docx

DOC

Policy_10238.docx

DOC

Medical_report_P5891.pdf

PDF

RESULTS

+ 167 MORE CLAIMS

CLAIM

MEDICAL RISK EVENT

CL - 10238

CL - 10457

Trusted by leading organizations

As simple to use as ChatGPT.
As reliable as your best analyst.
As scalable as your business demands.

As simple to use as ChatGPT.

As reliable as your best analyst.

As scalable as your business demands.

Navi is different.

A conversational workspace built to process thousands of documents, with full traceability and control over every output.

Generic A (ChatGPT, Claude)

Generic A
(ChatGPT, Claude)

Generic A
(ChatGPT, Claude)

Document APIs

Document APIs

Context

Context

Full context across all documents

Full context across all documents

Context window limited to a few documents

Context window limited to a few documents

Page / document level extraction only

Page / document level extraction only

Traceability

Traceability

Full audit trail with exact source citations

Full audit trail with exact source citations

No native source linking or provenance

No native source linking or provenance

Basic page references at best

Basic page references at best

Persistence

Persistence

Structured data, refined over many sessions

Structured data, refined over many sessions

Limited memory between conversations

Limited memory between conversations

Persistent, if storage is configured

Persistent, if storage is configured

Scale

Scale

10s of thousands of pages per run

10s of thousands of pages per run

Each session is limited,
running multiple is hard

Each session is limited,
running multiple is hard

Can be high throughput, depends on architecture

Can be high throughput, depends on architecture

Control

Control

Versioned logic and structure

Versioned logic and structure

Entirely prompt-based, unpredictable outputs

Entirely prompt-based, unpredictable outputs

Rigid templates, limited flexibility

Rigid templates, limited flexibility

Context

Traceability

Persistence

Scale

Control

The Problem

Document review slows everything down.
Chat extractions are brittle.

Document review slows everything down.
Chat extractions are brittle.

Document review slows everything down.
Chat extractions are brittle.

Extraction failed - unable to trace decision to source document

Extraction failed - unable to trace decision to source document

Confidence below threshold (62%)

Confidence below threshold (62%)

Preliminary risk summary generated.Source references incomplete.

Preliminary risk summary generated.Source references incomplete.

Unable to reconcile reserve changes across documents.

Unable to reconcile reserve changes across documents.

| Ask Anything

| Ask Anything

5.2

5.2

CLM-004582_FNOL.pdf

CLM-004582_FNOL.pdf

PoliceReport_47-8921.pdf

PoliceReport_47-8921.pdf

Medical_OrthoEval.pdf

Medical_OrthoEval.pdf

Preliminary risk summary generated.Source references incomplete.

Unable to reconcile reserve changes across documents.

Extraction failed - unable to trace decision to source document

Confidence below threshold (62%)

| Ask Anything

5.2

CLM-004582_FNOL.pdf

PoliceReport_47-8921.pdf

Medical_OrthoEval.pdf

What Makes Navi Different

Think Cursor for Business Data.

Scale Without Limits

Scale Without Limits

Process 10,000+ pages per run. Navi maintains context across your entire corpus. No missed details.

Process 10,000+ pages per run. Navi maintains context across your entire corpus. No missed details.

DOC

Full Traceability

Full Traceability

Every answer cites its source with page and paragraph references. Audit any insight with a click. No black boxes.

Every answer cites its source with page and paragraph references. Audit any insight with a click. No black boxes.

Loan Amount

Number

Interest Rate

%

Risk Flag

Boolean

Maxim

Control Your Extraction & Analyses

Control Your Extraction & Analyses

Integrate your custom business logic without requiring any engineering. Define schemas and business logic.

Integrate your custom business logic without requiring any engineering. Define schemas and business logic.

Greg

Persistent Logic

Navi manages your agents that evolve over time to capture the nuances of your business logic.

PDF

PDF

XLSX

DOC

DOC

DOC

Any Business Data

PDFs, emails, spreadsheets, Word docs, and scans handled consistently at enterprise scale.

Use Cases

Real-world Document Intelligence.

From unstructured documents to instant answers and structured insights. Automate extraction, reduce manual effort, and move faster.

Insurance & Reinsurance

Identify high-risk exposures across claims portfolios at scale. Surface risky claims in seconds. Understand risk hidden patterns. Uncover missed recoveries by auto-matching claims to complex reinsurance policies.

Claim ID

Risk

A-0123

Settled

B-8841

Medium

C-1590

Low

Claim ID

Risk

A-0123

Settled

B-8841

Medium

C-1590

Low

Insurance & Reinsurance

Identify high-risk exposures across claims portfolios at scale. Surface risky claims in seconds. Understand risk hidden patterns. Uncover missed recoveries by auto-matching claims to complex reinsurance policies.

Claim ID

Risk

A-0123

Settled

B-8841

Medium

C-1590

Low

Investment management & PE

Parse complex data rooms in minutes, not weeks. Surface deal-breaking risks early. Standardize KPIs across opportunities for true benchmarking. Monitor portfolio performance by continuously extracting and analyzing real operating data.

Exposure

12,4%

Asset A

5,3%

Asset B

5,3%

Asset C

3,3%

Decision

Settled

Exposure

12,4%

Asset A

5,3%

Asset B

5,3%

Asset C

3,3%

Decision

Settled

Investment management & PE

Parse complex data rooms in minutes, not weeks. Surface deal-breaking risks early. Standardize KPIs across opportunities for true benchmarking. Monitor portfolio performance by continuously extracting and analyzing real operating data.

Exposure

12,4%

Asset A

5,3%

Asset B

5,3%

Asset C

3,3%

Decision

Settled

Lending & Mortgage

Turn messy applications into decision-ready data. Standardize mortgage and SME credit files automatically. Identify gaps, weaknesses, and risks before approval. Accelerate underwriting without sacrificing judgment or control.

Loan Amount

$500,000

LTV

62%

Status

Settled

Loan Amount

$500,000

LTV

62%

Status

Settled

Lending & Mortgage

Turn messy applications into decision-ready data. Standardize mortgage and SME credit files automatically. Identify gaps, weaknesses, and risks before approval. Accelerate underwriting without sacrificing judgment or control.

Loan Amount

$500,000

LTV

62%

Status

Settled

Compliance & KYC

Automate document-heavy compliance workflows end to end. Extract and validate KYC, AML, and ESG data with full traceability. Reduce manual review effort while increasing confidence, auditability, and regulatory readiness.

Property ID

20491

NOI

$ 1.2M

Decision

Pass

Property ID

20491

NOI

$ 1.2M

Decision

Pass

Compliance & KYC

Automate document-heavy compliance workflows end to end. Extract and validate KYC, AML, and ESG data with full traceability. Reduce manual review effort while increasing confidence, auditability, and regulatory readiness.

Property ID

20491

NOI

$ 1.2M

Decision

Pass

How it Works

Three Steps to Trusted Insights.

From unstructured documents to instant answers and structured insights. Automate extraction, reduce manual effort, and move faster.

DOC

PDF

XLS

Upload. Drag & drop documents in any format and at any scale.

Ask Anything...

Quick Analysis

Summarize Document

Extract Insights

Ask. Query in plain English. Navi auto-generates custom agents.

Agent

Value

Loan Amount

500,000

Interest Rate

6,2%

Export

Export. Get traceable insights and structured data ready for decisions.

“We designed Navi to think and work like your best analyst with infinite capacity”

Maximilian Hofer, Co-Founder & CEO

Better risk decisions without additional headcount or sacrificing decision quality.

Join industry leaders who are reducing manual document work by up to 80%.

Book Demo

Try for Free