Create. Refine. Decide
Navi is the interface to run trusted AI agents for complex document work – no engineering required.
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
Raw_Data_Notes.txt
TXT
Invoice_45821.pdf
Logistics_Plan_Q2.txt
TXT
Chat_Transcript.txt
TXT
Manufacturing_Overview.docx
DOC
Policy_10238.docx
DOC
Medical_report_P5891.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
Raw_Data_Notes.txt
TXT
Invoice_45821.pdf
Logistics_Plan_Q2.txt
TXT
Chat_Transcript.txt
TXT
Manufacturing_Overview.docx
DOC
Policy_10238.docx
DOC
Medical_report_P5891.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
Raw_Data_Notes.txt
TXT
Invoice_45821.pdf
Logistics_Plan_Q2.txt
TXT
Chat_Transcript.txt
TXT
Manufacturing_Overview.docx
DOC
Policy_10238.docx
DOC
Medical_report_P5891.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
Process 10,000+ pages per run. Navi maintains context across your entire corpus. No missed details.
Full Traceability
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
Integrate your custom business logic without requiring any engineering. Define schemas and business logic.
Persistent Logic
Navi manages your agents that evolve over time to capture the nuances of your business logic.
XLSX
DOC
DOC
DOC
Any Business Data
PDFs, emails, spreadsheets, Word docs, and scans handled consistently at enterprise scale.
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.
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
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%.