The context layer between AI and real work

Work with reliable infrastructure for your organizational context, so agents can run with precision and control.

In pilots and production with regulated teams

Clal
Meitav
Howden
BioCatch
Allot
ControlUp
Generation Capital
ELTA
Isline
ISO / IEC27001CERTIFIEDAICPASOC 2TYPE II · PENDING

ISO 27001 certified · SOC 2 Type II in progress

The problem

Almost right is wrong.

Your team tried AI. It gets things almost right. In teams like finance and operations, that still gets redone by hand.

The gap is not the model. It is context: the exceptions, the rules, the calls that live only in people's heads. Diligent4 captures it.

One approved version of every procedure, with an owner and a history, ready for any AI or automation to run.

The product

One process, followed from the first click to the audit log.

How work gets captured, governed, and handed for execution. Screen by screen.

Recording a workflow: the whole screen and the narration, started by the employee
01 · Capture

Everything starts with one button.

An employee shares their screen and talks through the task. Decisions and exceptions included. Nothing installed, no process-mapping workshop, no forms.

Step flowchart with one step open: action, expected result, and the frame it came from
02 · Structure

One recording becomes a governed procedure.

Every step has an action, an expected result, and visual proof from the recording. Five step types, so the procedure says where judgement is required, not just what to click.

Success criteria, constraints, and tips extracted from the recording
02 · Structure

The rules nobody wrote down, written down.

Success criteria, constraints, and tips, extracted from what the employee said and did. The red list is what keeps an AI from confidently doing the wrong thing.

Project map of recorded and requested procedures with an open session request
03 · Govern

Complex, multi-team processes are planned as projects.

Managers assign. Employees record. A project maps every procedure a process needs, across finance, ops, and subsidiaries. Recorded ones are solid, requested ones are dashed. Nothing is official until a named owner approves.

Automation panel: platform fit scores, arguments, and the generated script
04 · Execute

Not every flow needs an agent. Run it on any execution engine in your stack.

Each step is classified: automatable, automatable with checkpoint, needs a human, or blocked. Pick the agent or automation platform that fits, or deploy the generated script straight into your own environment. Preview run first; the automation stops where the procedure says a person decides.

Execution log of automation runs with trigger, operator, integrations, and outcome
04 · Execute

Every run is on the record.

Trigger, operator, systems touched, outcome. Manual, scheduled, or webhook. Needs input is the human checkpoint firing in practice. This is the trail your auditor asks for.

Atlas pipeline with hours saved, dollars per year, fit, and recommended platform per process
05 · Atlas

Which processes to automate first, and what each is worth.

Every recorded session is scored for automation fit, ease, and annual value, risk-adjusted. Filter to high ROI and you have the roadmap and the budget line.

1 / 7 · swipe
7h → 4min

A 7-hour reconciliation at one of Israel's largest investment houses now runs in 4 minutes. Zero errors.

Watch the 60-second demo
For every employee

Ask the procedure. Get the approved answer.

The same procedure that runs the agent answers the new hire. No open internet, no folklore. Every answer cites the step or rule it came from.

  • Answers come from the current approved version.
  • Conditionals resolved on the spot: if this, then that.
  • Scoped to your permissions, like everything else.
Allocating and reconciling Euro bank transactions
v3 · Approved
Ask one
Why not just the AI tool?

Why this can't live inside your AI tools.

Where the context lives
A chat toolIn one model's memory. It never leaves.
Diligent4In your organisation. Open a clean account with any vendor and the knowledge is already there.
Who governs it
A chat toolWhoever typed the prompt. Scattered across private chats.
Diligent4Named owners. Team-level review and approval. Who sees what, by role.
What executes
A chat toolIts own agent, for everything.
Diligent4The right engine per step: agent, RPA, script, or a plain integration.
Who needs a seat
A chat toolEveryone who wants the answer.
Diligent4Nobody. Any employee gets the approved procedure as a link.
Secure & proven

Built for regulated environments

In production at regulated financial institutions. Every deployment passed CISO review. Full overview under NDA.

ISO 27001 certified. Pen tested.
All customer data stays single region.
No install on employee machines.
Encrypted in transit and at rest.
Org-scoped RBAC. MFA supported.
No direct internet exposure. Cloud Armor edge protection.
Your data never trains AI models.
Bring your own cloud bucket or API key. Zero-retention option.
ISO / IEC27001CERTIFIEDAICPASOC 2TYPE II · PENDING
Efficiency metrics showing fewer prompts to completion with Diligent4

Faster execution

Most runs finish in one shot, even complex ones.

Deployment

Deployed the way your security team wants it: SaaS, hybrid, or in your own cloud.

Fully SaaS

Diligent4-managed on Google Cloud. All data at rest in Israel. TLS 1.2+, AES-256, no service internet-reachable.

Hybrid

Dedicated tenant. Your storage bucket (GCS or Azure Blob, IAM-only, no keys), your LLM endpoints, zero-retention compute.

Cloud on-prem

The platform inside your own cloud project or subscription. Your keys, your network, your audit logs. Operated with you.

Show the architecture
Your organisation
People
Browser · in-browser recorder · SSO
Nothing installed on the endpoint
Business systems
ERP · CRM · DMS · e-mail
Per-tool allow-lists, read or write
Execution tools
AI assistants (MCP) · automation platforms
Your own scripts
EdgeTLS 1.2+ · WAF · Rate limits
Diligent4 platform
Capture & processing
Recording and documents → structured procedure
Sensitive input redacted · output screened for PII
Knowledge & governance
Procedures · projects · versions · approvals
Org-scoped RBAC · append-only audit log
Execution services
MCP server · automation runner · integrations
Preview runs · checkpoints · run log
Data & models · each can be yours or ours
Input data
Recordings, documents · zero retention
Output data
Procedures, artifacts · encrypted
AI inference
Our keys or your endpoints
Identity
Your IdP · SSO · MFA

In every deployment, sensitive input is redacted and output is screened for PII, tuned to the organisation's preferences. Full architecture and security overview available under NDA.

Use cases

Workflows we see every week

Finance is the sharpest fit. Any repeatable process whose rules live in someone's head works.

Reconciliation

Today

Manual matching. Exceptions handled ad hoc.

With Diligent4

AI matches by your rules and flags only true exceptions.

Month-end close

Today

Manual allocation across systems. Days of work.

With Diligent4

AI follows your allocation logic. Days become hours.

Lead qualification in the CRM

Today

Reps categorize and route leads by feel. Every rep does it differently.

With Diligent4

One approved rule set scores, tags, and routes every lead the same way.

Ready to give your AI the context to perform?

Schedule a Demo