How It Works

How AllCaps works.

AllCaps verifies whether financial transactions reflect the agreements that govern them. Here is the machinery behind that claim.

Solution Architecture

One continuous audit loop between your contracts and your invoices — payable and receivable.

AllCaps sits between your contract repository and your financial systems — reading every agreement, then checking every invoice against it: the ones you receive before they’re paid, and the ones you issue before they’re sent. Built on d8m.io, our governed data layer, so every claim is cited, scoped, and auditable.

Data SourcesGoverned LayerThe AllCaps EngineOutputsPERIODIC · transactions vs. clausesd8mGOVERNED DATA LAYERCLMSource of truth forcontract PDFs & metadataERPAP & AR invoices,POs & paymentsThe AllCaps EngineProcesses contracts once · checks clauses against transactions continuously01AnalyzeExtract clauses,rights & rules fromcontract PDFs.02MonitorMatch everytransaction againsteach clause.03CalculateCompute the exactamount owed — orunbilled — per clause.04AlertGenerate claimletters & Excelevidence.Claims & FixesClaim letters, correctedinvoices + evidenceAnalyticsPortfolio health+ ROIRenewalsPlaybooks +better terms
Value flow — contracts & claims
Periodic check — transactions vs. clauses
Raw data & generated outputs
The Engine

Four stages, running continuously.

Each stage in the diagram above expands into a distinct piece of work — repeated on every contract, every transaction, every cycle.

01

Analyze

Every contract, amendment, and rate schedule is read clause by clause. Rights, obligations, price rules, credits, and triggers are extracted into a structured, queryable form.

02

Monitor

Invoices, payments, claims, and operational records are matched against each governing clause — line item by line item.

03

Calculate

Where the numbers and the terms disagree, AllCaps computes the exact amount owed, overcharged, or unbilled — per clause, per transaction.

04

Alert

Findings become claim letters, corrected invoices, and evidence packages your team reviews and approves before anything leaves the building.

The Evidence Standard

Every finding is traceable, reviewable, and ready for finance to act on.

  • Each finding cites the governing clause and the specific transactions behind it.
  • Assumptions and confidence levels are stated, not hidden.
  • A missing-data list shows what would strengthen or close each finding.
  • You keep the complete analysis and structured outputs, whatever you decide next.
Human Control

AI does the reading. Your team keeps the authority.

  • Human review before any action.
  • No vendor or customer contact without your approval.
  • A full audit trail of every conclusion.
  • No system replacement — AllCaps works alongside your CLM, ERP, and AP or AR platforms.
What It Takes To Start

A bounded set of agreements and transactions. That’s it.

No integration project is required to begin. The first engagement runs on contracts and transaction records you already have — a defined scope, a fixed timeline, and a fixed fee.

Security & Compliance

Enterprise-grade from the first upload.

Your contracts and financial data are your most sensitive records. AllCaps is built and audited to handle them at the standard your security team expects.

SOC 2
Type II

Independently audited controls for security, availability, and confidentiality — evaluated over time, not just a point-in-time snapshot.

Active & audited
ISO 42001
AI Management System

The international standard for responsible AI governance. Our extraction and matching models run under documented, auditable controls.

Active & audited
TX-RAMP
Level 2

Texas Risk and Authorization Management Program certification — cleared for the handling of sensitive, regulated state-level data.

Active & audited

See it on your contracts.