PExTAB runs your business processes, documents and system connections from one place.
PExTAB lets your teams build applications, automate approvals, manage documents and connect the systems you already use, with AI that reads and checks documents for you, instead of juggling five different tools to do it. If a process can be mapped, PExTAB can run it.
15+ years of experience building and supporting business process solutions.
One configurable platform for connected business processes
Built on years of enterprise experience, PExTAB continues to adapt as process and technology requirements change.
PExTAB stands for Platform to Expedite Transformation of Any Business. It is a business process and automation platform: one system where your teams build applications, automate workflows, manage documents and connect the tools you already use.
Applications and processes shaped around how your teams already work.
Connections into the systems your business already depends on.
Room to add new processes and departments as the business grows.
Most business software is built for the average case
Real processes are full of exceptions that standard applications were never designed to handle. The gaps get filled with email, spreadsheets and manual work, until nobody can say for certain where things stand.
Data visibility
See operational touch points, identify bottlenecks and make better operational, business and technical decisions.
Scattered documents
Split across shared drives, inboxes and laptops.
Disconnected systems
Data retyped between systems.
Slow policy change
Weeks to reach the application.
Why PExTAB adapts beyond point solutions
Most businesses already have a document tool, a forms tool and an integration tool. The problem is that they do not talk to each other. PExTAB brings those processes together. Unlike a purpose-built point solution, its configuration-led approach allows process changes with less engineering work than repeated development and testing cycles.
Process automation
Configure tasks, rules and approvals to automate repeated steps across teams.
Clearer control
One system of record instead of records split across tools.
Flexibility
Adapt workflows as requirements change through configuration, without rebuilding a purpose-built application.
Scalability
Scale activity and infrastructure as demand grows—from around 500 document uploads a day to more than 30,000.
What your organization can actually do with PExTAB
Six capabilities cover most of what a business process needs to run properly, end to end.
Build business applications
Assemble applications from forms, data and workflow steps, instead of custom code for each one.
Automate workflows
Route approvals, tasks and exceptions automatically, so work keeps moving on its own.
Manage documents
Store, version and secure records in one system, with clear rules for access.
Integrate easily
Connect PExTAB with ERP, CRM and other business systems. Information can move into and out of the platform to fit your IT ecosystem.
Improve process visibility
See where every case stands, instead of chasing status updates by email.
Apply AI
Apply AI to streamline repetitive tasks, extract insights, support decisions and improve business processes. Integrate AI into your workflows to help teams work more efficiently, with appropriate business rules and human oversight.
See the AI capabilitiesAI that works inside your process, not beside it
PExTAB applies AI where documents slow work down: reading them, sorting them, checking them and routing them. Every result passes through your business rules and, where needed, your people before it reaches a system of record.
Most AI document tools stop at reading. PExTAB carries on, through approvals, exceptions, storage and integration.
AI-driven analytics and dashboards
Turns process and document activity into dashboards and analytics, helping teams identify trends, bottlenecks and opportunities to improve.
OCR and image clean-up
Converts scans and photos into searchable text, with enhancement for pages that arrive crooked, faded or low quality.
Classification and splitting
Identifies each document type and separates mixed batches into individual documents, so nobody sorts a pile by hand.
Template-free extraction
Pulls fields and tables from documents without building a template for every supplier or format. Training-based models are also available where a use case needs tighter accuracy.
Handwriting and multiple languages
Reads printed and handwritten content across multiple languages, so documents from different regions and teams follow one process.
Email and document intake
Picks up documents that arrive by email, upload, scan or partner portal, and starts the right workflow automatically.
KYC verification
Checks identity documents and supporting information against business rules, including potential image tampering. Uncertain cases go to a reviewer.
Straight-through processing
Clean documents pass from intake to approval without a manual touch. Only exceptions reach a person.
From document to decision in four steps
- 1
Capture
Documents arrive by scan, upload, email or partner portal.
- 2
Understand
AI reads, classifies, splits and extracts the data.
- 3
Validate
Business rules check the data. Uncertain cases go to a reviewer.
- 4
Act
Approved data flows into workflows and your connected ERP, CRM or finance systems.
AI you can govern
For banks, NBFCs, healthcare providers and other regulated organizations, AI has to be explainable, reviewable and contained. PExTAB is built that way.
People in the loop
Human review is part of the workflow, not an afterthought. Reviewers see what the AI read and decide what goes forward.
Your rules, applied every time
Compliance and business rule validation run on every document, so policy is enforced the same way at ten documents or ten thousand.
Your environment
Deploy on-premise, in a private cloud, hybrid, dedicated hosted or selected SaaS. Security controls sit inside your own governance boundary.
Everything Recorded
Role-based access, encryption and activity records show who did what and when.
Bring us a document-heavy process
Tell us which documents slow your teams down. We will show you how PExTAB's AI would read, check and route them.
FAQs
PExTAB uses AI for the document-heavy steps of a business process: reading scanned and digital documents, classifying them, splitting mixed batches, extracting data and checking it against your rules. The result flows straight into PExTAB workflows and your connected systems.
No. PExTAB supports template-free extraction, so documents with varying layouts can be processed without a template for each one. Where a use case needs higher accuracy, training-based models are also available.
Yes. Human-in-the-loop validation sends uncertain results to a reviewer, while business rules check the rest automatically. Clean documents can pass straight through without a manual touch.
Yes. PExTAB can be deployed on-premise, in a private cloud, hybrid, dedicated hosted or as selected SaaS. Security controls apply inside your own governance boundary, which suits regulated organizations such as banks and NBFCs.
Through REST APIs and integration with ERP, CRM and other tools, extracted data moves into the systems you already use. PExTAB can also feed third-party analytics platforms.
Both. Many document AI tools stop once data has been extracted. PExTAB goes on to route approvals, manage exceptions, store records and connect systems, so the outcome is a finished process rather than a file of extracted fields.
Explore the PExTAB suites
PExTAB offers connected suites for documents, process automation and partner integration, with dedicated solution pages for specific business needs.
KareDocs
A document management suite. It brings records out of shared drives and into one governed, searchable system.
Why it matters: centralized storage and everything recorded.KareFlow
A workflow automation suite. It routes approvals and exceptions automatically instead of through email.
Why it matters: work keeps moving without manual chasing.KareConnect
A connection suite for partners and systems. It gives external parties a controlled way to submit and track documents.
Why it matters: controlled collaboration with external parties.Applied across: document management, workflow automation, accounts payable, digital medical records, partner document collection and enterprise search.
How a business process becomes a PExTAB solution
No engineering diagram required. It works the same way every time.
Business process
The approval, record or task your team handles today.
PExTAB
Configured to match how that process actually runs.
Automation, documents, integrations
Work routes, records stay organized, systems stay connected.
Business outcome
Process automation, clearer visibility, fewer delays.
Technology chosen to fit the requirement
PExTAB draws on native platform tools, third-party services or open-source components, whichever fits the requirement best. Every option operates inside the client's own security and governance boundary.
What clients say, once they've said it
“NeoLotex has been a reliable partner in our transformation.”
Azim Premji Foundation partnered with NeoLotex Business Solutions to implement the Vendor Portal and DMS (Document Management System) for the ‘Procure to Pay’ process across the Foundation. Post implementation of the vendor portal and DMS (KareAP), our vendor onboarding and accounts payable processes have become more streamlined. The automation and real-time insights have refined our workflows, reduced errors and improved efficiency. NeoLotex Business Solutions has been a good partner, offering innovative solutions and proactive support. We value their expertise and collaboration.
“A partnership defined by innovation, trust, and shared success”
Vistaar is a satisfied customer of NeoLotex Business Solutions with a 2.5 Years of business relationship which is continuously enhancing, in terms of technology enabled service offerings and support. Our entire document management and operations workflow runs on NeoLotex product suite. They are continuously improving on their value proposition, be it, supporting their scanning product on multiple operating systems or enhancing user interface and features to improve operational efficiency and controls. We are glad to be associated with NeoLotex as one of our important technology partners
“NeoLotex has been a valuable ally in our journey.”
NeoLotex developed a bespoke solution for us in quick time and helped streamline our complex reconciliation activity. Along the way, Renjith and his team were ever-willing to make changes to continually improve the process, and impressed us with the intensity of their focus and professionalism. NeoLotex has been an extremely reliable partner in our growth journey.
Our Clients
Deployed the way your governance requires
- ExperiencePExTAB carries 15+ years of enterprise delivery experience into every implementation.
- Delivery approachDiscovery, solution design, configuration and controlled deployment, followed the same way each time.
- GovernanceSecurity controls are applied inside each client's own boundary, not added afterward.
See PExTAB running a process like yours
Tell us about the process you want to fix. We'll walk you through how PExTAB would handle it, with no obligation.