The system of record for how work actually gets done.
Captured from real work.
Approved by named owners.
Versioned and audited.
Routed to the optimal execution engine.
Available to people in chat.
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.
Capture
Share your screen and talk through the task. Recordings, documents, and agent feedback all feed the same engine.
Standardize
Five people do a task five ways. Review, approve, and publish the one official version, with a named owner and a full history.
A recording is a draft. The procedure is what you approved.
Execute
Any agent, bot, or script runs the approved version, served over MCP. Change it once and every execution updates.
Governance is the product
The layer between a demo and a deployment. What a procedure goes through before an agent is allowed to run it.
Draft → review → publish
Nothing becomes official until a named owner approves it.
Versioned, with provenance
Every procedure has a history. Every change is a reviewed diff.
Access-controlled end to end
Org-scoped RBAC synced to your identity provider. Retrieval respects permissions too.
Audited
Who approved what, when, and exactly which version the agent executed.
Delivered to any agent
Served over MCP. Claude, OpenAI, Copilot, or your RPA stack are interchangeable parts, not lock-in.
Ask in chat. Get the approved answer.
Procedures are not only for agents and automation teams. Employees get the right information at the right time: the conditionals, the thresholds, the how-tos.
- Variance under 2%: approve and log it.
- Over 2%: route to procurement review.
- No PO number: return to the vendor with template R2.
Built for regulated environments
In production at regulated financial institutions. Every deployment passed CISO review. Full overview under NDA.
A 7-hour reconciliation at one of Israel's largest investment houses now runs in 4 minutes. Zero errors, following the approved procedure.
Faster execution
Most runs finish in one shot, even complex ones.
Built-in safety
Fewer errors overall, and no severe errors in our tests.
See it run
Real workflows, recorded in the product. Pick a demo and share the link.
Record once, AI runs the task
Narrate a task. Explain your logic. Minutes later an agent runs it your way.
The workflow becomes an asset
Not a recording. Not a prompt buried in someone's chat.
Quality
Approved playbooks replace ad-hoc prompts. One golden standard, not 20 versions across employees and interns.
Lower cost
Agents need less context and fewer retries. Deterministic steps run as cheap scripts, not expensive LLM calls.
Right automation
The system recommends how to run each task: AI agent, RPA, or script. Not everything is AI-ready or RPA-suitable.
Compounding
Recordings, documents, and agent runs enrich one corpus. Every capture makes the next workflow closer to done.
Value for every team
One recording pays off in four directions.
Automation & RPA teams
A ready-to-build project for each workflow, plus a ranked backlog. Diligent4 flags what is AI-ready, RPA-suitable, or best kept manual.
End users & employees
Capture your work once and hand the busywork to an agent. Faster onboarding, cleaner handoffs.
Leadership & the C-suite
One source of truth for how work happens. Govern the rollout and enforce one standard.
Finance & operations
Where almost right is unacceptable. AI runs close, reconciliations, and approvals to your standard.
Workflows we see every week
Finance and ops are the sharpest fit. Any high-stakes, repetitive process works.
Month-end close
Manual allocation across systems. Days of work.
AI follows your allocation logic. Days become hours.
Reconciliation
Manual matching. Exceptions handled ad hoc.
AI matches by your rules and flags only true exceptions.
Procure-to-pay
Manual validation of quotes against contracts.
AI checks your contract terms and approval thresholds.
FP&A
Analysts rebuild the same reports each cycle.
AI repeats your analyst's exact method every time.
Compliance & audit
Procedures buried in old PDFs.
Living procedures the AI follows and evidences.
See it on your own workflow
Bring one painful process. In 30 minutes we capture it and your AI runs it.