Contract & Policy
Intelligence
The compliance layer that understands what your contracts actually say.
An LLM-powered agentic system that ingests your vendor agreements, customer contracts, and company policies — then validates every Business Central transaction against those terms in real time.
This product is not yet available. We're currently in the design and development phase. Express your interest and we'll keep you informed as we approach launch.
Existing Tools Extract Data.
We Reason Across It.
Document processing solutions already exist for Business Central. Contract & Policy Intelligence sits above them as a compliance and intelligence layer — doing something entirely different.
Today's Document Tools
- Extract structured data fields from individual documents
- Output records — tells you what the document says
- Process one document at a time, in isolation
- No awareness of business context or live transaction impact
- React to documents after they arrive
Contract & Policy Intelligence
- Understands the meaning and intent of contract terms
- Reasons across contracts, policies, and live transactions simultaneously
- Validates in real time the moment each transaction is created
- Full awareness of customer context, history, and policy rules
- Tells you what the transaction means against your agreements
What It Does
Six integrated capabilities powered by a coordinated multi-agent architecture, designed to be deployed in stages and expanded over time.
Contract Intelligence
Upload customer and vendor agreements. The system extracts and maintains deep understanding of every term and obligation.
- Pricing terms and volume discounts
- Payment terms and late penalty clauses
- Delivery requirements and SLAs
- Return, refund, and warranty policies
- Minimum order quantities and exclusivity clauses
- Territory restrictions and authorized distribution channels
Policy Intelligence
Ingest your internal company policies and the system adds them to its reasoning knowledge base alongside your contracts.
- Procurement policy (approval thresholds, preferred vendors)
- Sales policy (discount authorization, credit limits)
- Return and refund authorization rules
- Shipping and logistics policies
- Pricing override and exception rules
Transaction Validation
Every Business Central transaction is automatically validated against applicable contracts and policies before it causes a problem.
- Sales orders — pricing, discounts, minimum quantities
- Purchase orders — approved suppliers, contract pricing, approval thresholds
- Shipments — SLA compliance, territory restrictions
- Receipts — delivery terms, lead time compliance
- Returns and refunds — warranty, RMA authorization, restocking fees
- Invoices — payment terms, volume discount application
Proactive Alerts & Guidance
Get warned before violations happen — not after. The system surfaces issues and opportunities in real time as transactions are entered.
- Pre-transaction warnings for impending contract violations
- Automatic approval routing for policy exceptions
- Volume discount tier alerts ("Customer X is 90% to their next tier")
- Compliance trend monitoring and reporting
- Contract renewal reminders with 90-day advance notice
Natural Language Queries
Ask questions about your contracts and compliance in plain English. No SQL, no filters, no knowledge of where the data lives.
- "What are the return terms for Customer ABC?"
- "Show me all SOs in Q1 that violated contract pricing"
- "Which vendor contracts expire in the next 90 days?"
- "What's our policy on refunds for custom items?"
- "Has Vendor X been delivering within SLA this quarter?"
Multi-Agent Architecture
Six specialized agents working in coordination — each an expert in its domain, all sharing unified knowledge and context.
- Contract Parser Agent — extracts and indexes agreement terms
- Policy Interpreter Agent — understands company policy intent
- Transaction Monitor Agent — watches BC activity in real time
- Validation Agent — performs cross-document reasoning
- Advisory Agent — generates alerts and recommendations
- Query Agent — handles natural language compliance questions
Designed for the Enterprise
Built on the Perceptive platform with deep Business Central integration and enterprise-grade document handling via your existing Microsoft stack.
Contract Parser Agent
Ingests uploaded agreements and indexes all extracted contract terms and obligations
Policy Interpreter Agent
Understands and indexes company policy documents, rule logic, and authorization levels
Transaction Monitor Agent
Watches Business Central transactions in real time via the BC API
Validation Agent
Performs cross-document reasoning to validate each transaction against relevant terms
Advisory Agent
Generates contextual alerts, warnings, approval requests, and recommendations
Query Agent
Handles natural language questions and compliance queries from Business Central users
Integration Points
Nothing Else Does This
in Business Central
Existing Business Central document solutions like COGNAiO and Continia are excellent at what they do. This isn't a replacement — it's a new layer entirely.
No Existing BC Solution Does Cross-Document Reasoning
Document processors extract data from one document at a time. They have no way to validate a live transaction against terms buried in a 40-page vendor agreement. We do.
Clear, Measurable ROI
Every contract violation prevented, every compliance failure avoided, and every volume discount correctly applied represents direct bottom-line impact. The ROI is immediate and concrete.
Sticky and Expandable
Once your contracts and policies are loaded, switching cost is high. And the product naturally expands — from returns to pricing to full policy compliance — with each tier adding more value.
Built for Complexity
Contract & Policy Intelligence delivers the most value where contract terms are complex, transaction volume is high, and the cost of a violation is real.
Mid-Market Companies with Complex Contracts
Organizations managing dozens or hundreds of vendor and customer agreements who can't afford dedicated compliance staff reviewing every transaction manually.
Companies with Strict Procurement Policies
Businesses where procurement decisions touch approval thresholds, preferred vendor requirements, and budget limits that vary by department, project, or purchase type.
Volume-Based Pricing Agreements
Organizations with tiered pricing structures, volume commitments, or negotiated discount schedules where manual tracking leads to missed opportunities and billing errors.
Compliance-Heavy Industries
Manufacturing, distribution, and professional services firms where contract non-compliance carries regulatory or legal consequences that go well beyond a financial penalty.
Starting Focused, Growing Smart
We're building Contract & Policy Intelligence in deliberate stages — starting with the highest-pain use case and expanding from there.
Returns & Refunds Compliance
High pain point, immediate ROI, contained scope. Validate every return and refund against warranty terms, RMA policies, and customer contract authorization — before processing, not after the fact.
Contract Pricing Validation
Extend to full sales order and purchase order pricing validation. Catch contract price violations before invoices go out. Ensure volume discounts and all negotiated terms are honored on every transaction.
Full Policy Compliance Suite
Add complete procurement policy enforcement, shipping SLA monitoring, intelligent approval workflow routing, and the full natural language query interface across all document and transaction types.
Be First in Line
Contract & Policy Intelligence is in development. If you're running Business Central and managing complex contracts, we'd love to connect and learn from your use case as we build.