Turn documents into data.
The document agent extracts structured data out of messy PDFs, forms, and faxes, and fills them back out.
What it does
Extract, fill, and file. The whole paper trail, handled.
Three capabilities, one agent. Each is a step in the same workflow, so data moves from document to system of record without anyone retyping it.
01
Extract
Turn any document into structured data.
- Pull structured fields from messy PDFs, forms, faxes, and contracts, not just clean, templated files.
- Reads scans, tables, checkboxes, and handwriting the way a person reading the page would.
- Every extracted value links back to where it appears in the original document, so you can always validate it.
02
Fill
Write workflow data back into any form.
- Fill forms and documents back out from workflow data, the same agent in reverse.
- Enrollment packets, payer forms, and applications completed field by field.
- Every filled document is checked against its source data before it moves on.
03
File
Deliver the finished document where it belongs.
- Submit completed documents to portals, or route them on by fax or email.
- Everything lands in your system of record through integrations, not manual uploads.
- Filed documents stay linked to the run that produced them, with a full audit trail.
Extract → fill → file
One workflow, from messy file to system of record.
Documents and portals as steps in the same run, not point tools stitched together.
Book a demoExtract from messy documents
The document agent pulls structured data from PDFs, forms, faxes, and contracts.
Fill documents back out
The same agent writes workflow data back into forms and documents, with the source kept for provenance.
File it where it belongs
The finished document is submitted to the portal or system of record, linked to the run that produced it.
Where it runs
Cloud by default. Inside your network when it has to be.
Cloud by default
Isolated cloud sessions, screenshot-recorded and replayable by default.
VPC / on-prem
The same runtime deploys inside your network for regulated buyers - HIPAA, SOC 2.
Per-run isolation
No cross-contamination between workflows or tenants.
Scoped vaults
Per-workflow encrypted credential storage, never written to logs.
What you can automate
Workflows teams run on Champ every day.
A sample of the operational jobs our customers automate end-to-end.
Provider credentialing
CAQH ProView, NPPES, state licensing boards, payer enrollment.
Insurance eligibility
Availity, Navinet, payer portals - pull benefits, copays, prior-auth status.
Claims follow-up
Check status across payer portals; trigger follow-ups on denials.
State agency portals
50+ tax, unemployment, and labor agencies - status checks and filing confirmations.
Price monitoring
Track competitor pricing across e-commerce and marketplace sites.
Invoice reconciliation
Pull invoices and tax docs from vendor portals; match to ERP.