Otera + Base64.ai

Overview

Base64.ai provides intelligent document processing with pre-trained models for invoices, receipts, IDs, and custom document types. The platform handles extraction and classification, but confidently acting on extracted data—approving invoices, verifying identities, routing documents—still requires human intervention. Otera's AI agents extend Base64.ai by autonomously evaluating extractions and completing operational workflows.

How It Works

Otera works alongside Base64.ai, adding autonomous decision-making to intelligent document processing.

• Access extraction results: Agents retrieve extracted fields and document classifications from Base64.ai, building context for autonomous processing.
• Evaluate extracted content: Otera deterministically enforces business rules to extracted data, determining approval, rejection, or escalation based on document type and content.
• Complete transactions: Specialized AI agents collaborate to complete workflows end-to-end, process documents, execute invoice payments, verify identities, and update appropriate systems without manual review queues.
• Escalate exceptions: When extractions involve ambiguous data or fail validation rules, Otera routes them with specific recommendations highlighted for efficient human review.