Kolena

What is Kolena?

Kolena is an AI platform for automating document-heavy operations. It reviews, validates, generates, and acts on information from claims, leases, loan packages, financial statements, contracts, policies, certificates, and other industry documents. Solutions are tailored for real estate, insurance, financial services, and consumer banking rather than presented as a generic document chatbot.

The platform supports reasoning logs, audit trails, governance, role-based access, zero-data-retention options, and encryption in transit and at rest. Kolena states that customer data is not used for training and lists PCI, SOC 2, and HIPAA compliance. Organizations should still define review thresholds for legal, underwriting, compliance, and financial decisions.

How to Use Kolena

1. Select a document workflow with clear source files, validation rules, and desired output.
2. Provide sample documents and map the fields, cross-document checks, and business policies.
3. Configure templates for extracted data, generated reports, models, or memos.
4. Test the workflow on representative documents and known edge cases.
5. Route low-confidence or high-risk results to qualified reviewers.
6. Deploy the automation and audit reasoning logs, traceability, accuracy, and turnaround time.

Core Features

• Document extraction: Converts unstructured industry files into usable fields and tables.
• Cross-document validation: Compares values and requirements across multiple sources.
• Generated deliverables: Produces standardized analyses, models, and investment or review documents.
• Workflow actions: Moves validated information into downstream operational steps.
• Specialized solutions: Supports real-estate, insurance, finance, and banking processes.
• Reasoning logs: Shows how the system reached an output.
• Audit and governance: Provides traceability, access control, and enterprise security controls.

Use Cases

• Real estate: Lease abstraction, due diligence, underwriting, loan sizing, and compliance review.
• Financial services: Investment analysis, fund models, risk assessment, and accounting operations.
• Insurance: Claims processing, risk profiling, loss-run analysis, and policy review.
• Banking: Loan-package review, UCC filings, compliance tests, and complaint resolution.
• Contract operations: Extract clauses, compare terms, and produce consistent review outputs.

Pricing

Kolena offers a two-week free trial and a demo-led enterprise sales process. The reviewed site does not publish standard subscription prices.

Frequently Asked Questions

Is Kolena a general document chat tool?

No. It is positioned around specialized, operational document workflows with validation and downstream actions.

Does Kolena train on customer data?

The current site states that customer data is not used for training.

Can people audit the output?

Yes. The platform lists reasoning logs, complete audit trails, and traceability.