Kolena is an AI agent platform that automates document-heavy workflows for real estate, financial services, insurance, and banking organizations. The platform uses AI agents to extract, analyze, validate, and generate structured outputs from complex documents such as leases, claims, loan packages, and compliance filings, replacing manual review processes with end-to-end automation. It serves teams that regularly process large volumes of unstructured documents and need auditable, traceable AI outputs rather than black-box chat interfaces.
Key Features
- AI Agents: Autonomous agents process document workflows from intake to output, supporting data extraction, validation, summarization, and report generation. Agents run all defined prompts automatically on each uploaded file and can be refined over time.
- Templated Outputs: Configurable templates produce structured deliverables including abstracts, investment memos, compliance reports, and financial models in the organization branded format. Outputs can be exported as structured data for downstream systems.
- Excel Integration: The Kolena AI Agents for Excel add-in lets users bind spreadsheet cells to AI agent outputs, enabling document-driven workflows directly within Microsoft Excel without switching tools.
- Python SDK: The kolena-agents Python package provides programmatic access to create, manage, and run agents, integrate with data pipelines, and handle webhooks for event-driven processing. Supports Python 3.8 and later.
- Transparent Reasoning: Every output includes citations, confidence scoring, and full reasoning logs, allowing users to trace each result back to its source document for audit and verification.
- Enterprise Security: SOC 2 Type II and HIPAA compliant with encryption in transit and at rest, RBAC, data retention policies, audit trails, and configurable access controls. The platform does not train on customer data.
Use Cases
- Real Estate: Lease abstraction, due diligence, loan sizing, mortgage due diligence, rent roll standardization, and portfolio analysis. Teams cut turnaround times by 95% or more on lease reviews.
- Financial Services: Investment analysis, private equity fund modeling, risk assessment, accounting operations, and investment memo generation from source documents.
- Insurance: Claims processing, risk profiling, loss run analysis, and policy or certificate of insurance review with structured outputs for downstream systems.
- Banking: Loan underwriting, compliance testing, UCC filing review, customer restitution analysis, and complaints resolution. Customers report reducing UCC filing review labor by 96%.
Integrations
Kolena integrates with Microsoft Excel via a native add-in on Microsoft Marketplace, offers a Python SDK for custom pipeline integration, and supports document ingestion from email and SharePoint. The platform provides webhook support for event-driven automation and a REST API for programmatic control.
Pricing
Kolena offers three subscription tiers: Starter (800 credits per month, 3 user seats), Professional (1800 credits per month, 10 user seats), and Enterprise (custom quote, 15+ user seats with SSO, custom roles, and advanced security features). Additional credit quotas and user seats are available. New customers are on credit-based pricing; legacy page-based plans continue for existing customers.
