Desks How a pilot works Platform Custom builds Team Discuss a pilot
AI desks for Indian enterprises

Equip your team for outsized impact.

One desk. One job. One metric.

Each K2alpha desk handles a defined task in your operations, such as clearing loan files, reconciling purchase orders or booking expenses. It works with your existing systems without replacing them. Every engagement starts with a fixed-scope pilot and one agreed success metric.

20production workflows delivered
21 monthsrunning production platforms
~14 weeksto a first live custom workflow

Built by operators from Carlyle, McKinsey, Flipkart and BCG X

The desks

Each desk replaces a queue of manual work, not a software licence.

As volumes grow, teams usually add people to handle the extra work. A desk automates the repeatable tasks, so teams can handle more volume without increasing headcount at the same rate. Five desks have public demos. CreditDesk and SprintDesk run in a regulated lender's production environment and are available for walkthroughs on request. The evidence behind these desks spans separate lending, wealth-management, manufacturing and B2B sales engagements, not one client.

K2 CreditDesk

Lending operations
In production

Clears standard loan files before they reach a credit officer.

  • Checks each application file for completeness and consistency against the lender's credit policy.
  • Clears standard files straight through and routes exceptions with the reason attached.
  • Investigates RBI escalations and assembles the root-cause record.
Pilot metric
Share of files cleared straight through
Evidence
In production at an Indian digital NBFC: 85% of files cleared in under 3 minutes, reporting effort down 60%, RBI escalation investigations cut from 48 hours to 15 minutes. Built on the lender's existing LOS, LMS and risk engine.

K2 SprintDesk

Engineering management
In production

Tracks committed work in Jira and flags scope that slips during a sprint.

  • Watches active sprints and the backlog against the team's own working rules.
  • Flags work at risk of slipping out of the sprint.
  • Reports sprint leakage by team and sprint, helping engineering leads identify recurring problems.
Pilot metric
Share of committed sprint scope that leaks
Evidence
In production with the engineering team of an Indian digital NBFC: sprint leakage down 35%.

K2 WealthDesk

Wealth front office
Live demo
K2 WealthDesk action desk screen, showing AUM, open tasks and next-best-action cards

Turns client conversations into CRM records, tasks and an audit trail.

  • Gives four roles their own view, with each RM's book isolated at the server.
  • Converts raw call notes into structured CRM records.
  • Tracks operations tasks against SLAs.
  • Records every action in a rule-based SEBI audit trail as it happens.
Pilot metric
RM time spent on post-meeting administration
Evidence
Built within a SEBI-regulated wealth platform that has run in production for 9–12 months, with every workflow still in use and no existing research, CRM or trading system replaced.
Try it
Start as Rahul Sharma (RM), synthesise live call notes, then switch to the Ops queue. About 10 minutes, synthetic data.

K2 OnCall

Wealth front office
Live demo
K2 OnCall live transcript screen during a call, with suitability checks and next best actions

Checks suitability during the call, when the recommendation is actually made.

  • Live transcript with the client's profile and context.
  • Compliance checks during the call, with Indic-language voice support.
  • Objection battlecards and supervisor co-listening.
Pilot metric
Suitability flags resolved before the call ends
Evidence
Built within the same SEBI-regulated wealth platform. The assistant updates its recommendation based on the client's responses and checks it against suitability rules.
Try it
Run the Harish Patel scenario and watch the assistant reassess its recommendation during the call. About 10 minutes, synthetic data.

K2 QuoteDesk

B2B sales operations
Live demo
K2 QuoteDesk deal pipeline screen, showing quotes, PI and PO stages by client

Checks quotes, proforma invoices and purchase orders for pricing and terms errors before they cost margin.

  • Reads a buyer's shorthand, matches each line to the catalogue and flags lines with no match instead of guessing.
  • Checks each price against what the same buyer has been quoted in other regions.
  • Compares PI and PO with the quotation, reviews terms against the seller's playbook, and links each recommendation to its source record.
Pilot metric
Price and terms deviations caught before PO acceptance
Evidence
The demo uses synthetic documents based on a bath and kitchen brand that sells to large residential developers. By invitation, prospects can run four of its functions on their own documents; extraction runs on Google's Gemini models, uploaded files are kept for your session only and deleted within 24 hours, and file content is never logged.
Try it
Open Tower C, approve a below-corridor price, then check PI version 2. About 15 minutes, synthetic documents.

K2 PlantTwin

Manufacturing
Live demo
K2 PlantTwin plant overview screen, showing line uptime, output and downtime by day

Shows plant performance, with each figure linked to its source record.

  • Joins plant spreadsheets into one view of uptime, output, idle time, order book and energy cost.
  • Lets users open each figure's underlying record and source spreadsheet.
  • Answers questions in plain language and flags questions the data cannot answer.
Pilot metric
Time taken to compile the daily plant review
Evidence
Built on anonymised data from a plastic film manufacturer, joining nine separate spreadsheets into one twin.
Try it
Open 20 August, ask why the POF line was idle, then open the data map. About 10 minutes, anonymised plant data.

K2 Ledger

Finance operations
Live demo
K2 Ledger chat thread screen, showing the bot reading a trip's receipts before booking

Books receipts, bills and employee expenses, and sends exceptions for review.

  • Reads receipts, vendor bills and payment updates dropped into team chat.
  • Checks each against the party master and house rules, including GST and TDS treatment.
  • Books in-policy employee expenses, routes over-limit bills to one approver, escalates exceptions with the reason, and repays approved bills in a weekly batch.
Pilot metric
Share of expenses booked without founder intervention
Evidence
K2alpha uses Ledger for its own books. Every founder booking requires approval before it reaches the ledger. Founders approve in plain language or with a shortcut command.
Try it
Close the Hyderabad trip, accept an e-ticket, then route an over-limit hotel bill. About 15 minutes, anonymised K2alpha data.

Not seeing the job you need done?

Most desks started as custom builds for individual clients. Describe your workflow and we will tell you whether an existing desk fits or a custom build is needed.

Six more desks from client engagements, available as pilots

These run in client environments, so there is no public demo. We walk through them on request.

Construction

K2 TenderDesk

BOQ and tender pricing cut from 2 months to 10 days; contract risk checks from days to under 10 minutes; RFQ turnaround down 50%. Delivered for two construction marketplace and technology clients.

Private markets

K2 DealDesk

Built an unlisted-securities marketplace with KYC completed in under 5 minutes, 90% less deal operations effort and 5× the bid volume, without increasing operations headcount.

Apparel manufacturing

K2 LinePlanner

Factory line planning cut from 3 days to 4 hours for a fast-fashion manufacturer.

Lending origination

K2 Dialer

A loan origination dialer for a digital NBFC, raising conversion during the golden hours by 2–3×.

Customer service

K2 ServiceRouter

70% of inbound service emails routed automatically at a digital NBFC.

Hiring

K2 HireScreen

Screen-to-interview turnaround cut by 70% for a construction employer.

In developmentK2 PatientLine is in development with two PE-backed healthcare groups. Its six workflows cover Indic-language voice qualification, consultation transcription and summaries, scan and lab ingestion, WhatsApp no-show recovery, claims reconciliation and clinic staffing.
Find your desk

Describe the workflow you want to automate.

Talk it through in the chat — it recommends an existing desk where one fits, or outlines a custom build, and stays in the conversation for follow-up questions. Anything outside what K2alpha does, it hands straight to the founders.

How a pilot works

A pilot tests whether the desk improves an agreed metric using your data.

We agree on the success metric before the pilot starts.

01

Agree the metric

We agree on the desk and metric, then measure the baseline before configuration begins.

02

Run it on your work

The desk runs on your documents and systems. Your team uses it on live cases. We configure existing components instead of rebuilding them.

03

Review the results

If the desk meets the agreed metric, it moves to production on usage-based pricing, with part of our fee tied to the outcome. If it does not, you decide on measured results rather than a recommendation.

Desk pilotDesk in productionCustom build
What you getA configured desk running on your dataThe desk live across the team, supported by people we trainA new workflow built for your operation
PricingFixed scope and fixed priceUsage-based pricing per transaction, invoice or token, plus an outcome share, instead of a flat licence for unused capacityBuild work is priced near cost, with no markup before production. Running costs are usage-based, with an outcome share
Measured onOne metric agreed before work beginsThe same metric, tracked in productionROI benchmarked before and after deployment
Who carries the riskCapped at the fixed pilot priceK2alpha remains responsible until your team can run the desk independentlyK2alpha remains responsible until your team can run the workflow independently
Best suited forYou want evidence before a larger commitmentThe pilot has cleared its metricNo existing desk covers the problem
Why the desks work

All desks share one set of platform components, so a pilot configures existing parts rather than starting from scratch.

The 20 production workflows use five component families. Each desk combines the components required for its task and rules.

01 · Extraction

Document processing

Trade mandates, KYC, BOQ and tender parsing.

Used in QuoteDesk, TenderDesk, DealDesk, Ledger
02 · Governance

Compliance and regulation

SEBI circulars to SOPs, RBI escalation root-cause analysis.

Used in CreditDesk, WealthDesk, OnCall
03 · Decisioning

Analytics and risk

Analyst coverage and credit file auto-clearing.

Used in CreditDesk, PlantTwin
04 · Execution

Workflow automation

RM desk, dialer brain and factory line planning.

Used in WealthDesk, Dialer, ServiceRouter, LinePlanner
05 · Talent

People intelligence

AI hiring and engineering sprint leak prevention.

Used in HireScreen, SprintDesk
P

Performance

ROI measured before and after deployment.

Q

Quality

Human review is built into the workflows. Client information is kept separate.

R

Reliability

MCP server integration and model failover.

S

Security

AI gateway, no use of client data to train public models, and data encryption.

Built for Indian systems and regulation

The wealth desks integrate with CAMS, KFintech and BSE StAR MF. The platform supports voice in Indic languages and is designed for SEBI- and RBI-regulated workflows.

No lock-in. We train people to operate each desk and place them on your payroll, not ours. More than 45 specialists are already working with clients.

When no desk fits

Where no desk fits, we build a custom workflow, as we have in wealth, lending and healthcare.

Several desks started as custom builds in these three sectors. The examples below show those projects.

Delivered · 9–12 months live

Wealth and capital markets

A SEBI-regulated platform raised its coverage target from 182 to 750 companies by changing the workflow without expanding the team.

Coverage per analyst, no new hires1:6 → 1:25
Reduction in manual work70–80%
Core workflow turnaroundHours → minutes

Systems include research and coverage, RM co-pilot, in-call support, distribution and SEBI compliance. They are used by 40–50 analysts and 25–35 RMs, alongside existing research, CRM and trading systems.

6 systems live

Digital lending and NBFC

A digital NBFC issuing ₹10,000–₹20,000 personal loans to borrowers with limited credit histories, including gig workers and people with informal incomes. What works at 100,000 loans breaks at a million, so operations became the constraint before credit capacity did.

Files cleared straight through, under 3 minutes85%
RBI escalation investigation time48h → 15m
Conversion in golden hours via dialer brain2–3×

Systems: credit file readiness, dialer origination brain, RBI escalation investigator, CX service auto-routing, engineering Jira governor, predictive collections. Built on the existing LOS, LMS and risk engine; full rollout complete.

In progress · PE portfolio

Healthcare call centre and clinic OS

Six workflows are in development across an IVF and skin care group and a kidney care network. They include Indic-language voice qualification and claims reconciliation.

Workflows in development6
Commercial structure30% fixed, 70% outcome

Architecture has four layers: voice handling, real-time orchestration, asynchronous multimodal processing and a patient context graph.

Weeks 1–2Prioritise the workflow with the biggest business impact
Weeks 3–12Build with real users and real cases from the start
Weeks 13–14Roll out, with stakeholder adoption included

The wealth engagement delivered its first usable workflow in about 14 weeks and has remained in production for 9–12 months. The workflow has been updated since launch without changing its core operating model.

The team

Operators who build, not advisors who recommend.

Ashish Karan

Ashish Karan

CEO and Co-Founder

Led transformation and investing across financial services, healthcare and logistics.

Carlyle Group · McKinsey · IIT Kharagpur · IIM Ahmedabad
LinkedIn ↗
Ranjan Kant

Ranjan Kant

Chief Architect and Co-Founder

Scaled lending, risk and operations technology across Indian e-commerce and fintech.

Flipkart · BCG X · OfBusiness · IIT Kharagpur · IIM Ahmedabad
LinkedIn ↗

The founders have led investing, lending and technology work at Carlyle, McKinsey, Flipkart and BCG X. Our engineering and AI team builds and deploys each workflow, with the senior team involved through rollout.

"AI's biggest opportunity sits inside the workflow, not on the desktop."

Choose a desk and a metric to test on your data.

In a 30-minute session, we can choose a desk, define the metric and agree on the baseline.