Volume
Agents handle the thousands of routine records that do not need attention.
AI Agents
Automation ends where judgement begins.
Datox automates the mechanical work while keeping people responsible for the decisions that require judgement: materiality, exceptions, disclosures and final sign-off.
Escalation model
How work reaches a person
Threshold
Each workflow defines what triggers review: low extraction confidence, failed validations, movements beyond tolerance, or specified high-risk fields.
Routing
Items are routed to the right role or owner, a preparer for a data issue, a reviewer for a judgement, an approver for release.
Context
The reviewer sees the source evidence, the transformation applied, the rule that fired and any investigation summary in one place.
Decision
Correct, adjust, accept with a documented reason, or reject the run. The decision and its rationale are stored against the period.
Accountability
Someone is always responsible for the output
Using AI in reporting does not transfer responsibility to a model. Datox keeps named ownership and explicit approval in the workflow, so the accountability chain is unchanged from a manual process, but far better evidenced.
What is recorded
- Who reviewed each exception, and on what evidence.
- Who approved the reporting period, and when.
- What an agent contributed to the value being approved.
- Any accepted variance and the reason given for accepting it.
The principle
AI does the repetitive work. People stay in charge.
Attention
Reviewers see only the items that fall outside expected behaviour.
Evidence
Every escalated item arrives with the material needed to decide.
Sign-off
No report leaves the platform without a recorded human approval.