Billing agents
Configure repeatable agents for reconciliation, denial review, payment posting checks, and operational exception lists.
Medical practices and billing teams
Local AI agents for billing reconciliation and operational review.
Boxwood helps medical teams configure local agents around billing exports, ERA files, bank deposits, and review packets. Sorrel is the first packaged agent: a reconciliation workflow designed for HIPAA-regulated environments.
Primary pilot
Sorrel reconciliation
A first pilot can focus on one high-friction billing workflow: compare insurance payments, practice exports, and bank deposits, then produce a local review packet for staff approval.
Connect to approved folders, exports, and practice-system reports.
Compare ERA, bank deposit, and billing records for mismatches.
Flag unmatched reversals, posting gaps, and items that need staff review.
What Boxwood configures
Local agents with human review points.
Local review tools
Run localhost tools for staff review, export approval, and supporting document checks without public download links.
Scoped connectors
Connect to approved folders, Drive, SharePoint, SFTP, and structured exports with explicit access boundaries.
Review posture
Practical controls before broad rollout.
Designed for HIPAA-regulated environments without presenting Boxwood as a compliance certification.
Keeps workflows oriented around customer-controlled files, local tools, scoped connectors, and staff review.
Creates audit-friendly records around connector access, agent runs, approvals, and exports.
Application plus support subscription covers setup, updates, connector work, and first-agent configuration.
Pilot inquiries
Bring secure AI into the work without turning sensitive files into casual uploads.
Boxwood is sold as an application plus monthly support subscription. Ironwood helps with setup, updates, connector work, and the first agents that prove value for the firm.