Agentic Index
dSilo vs Instabase (2026)
dSilo last verified ·Instabase last verified
Both turn document chaos into action and they stop at different points. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.
Instabase extracts, validates, reasons across and acts on unstructured documents with auditability and human in the loop. dSilo turns contracts, invoices and spend data into governed executable actions across procurement, finance and commercial operations. Instabase is the more general document platform, and dSilo is narrower and carries through into procurement and spend decisions instead of stopping at structured output.
On the Agentic Index human approval ranking, dSilo and Instabase both clear the bar: each documents all three intervention capabilities in full. 175 of the 554 platforms it grades clear it. See the human approval ranking
This comparison is published by Agentic Index, an independent agentic AI vendor research platform. dSilo and Instabase are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 1,084 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded
Choose dSilo if
- Contracts, invoices and spend specifically are your documents, and downstream action is the point.
- Procurement and commercial operations are where the value lands.
- You want governed executable actions rather than validated data to route onward.
Choose Instabase if
- Your document types go beyond commercial paperwork, which is where the breadth matters.
- Reasoning across documents is the capability, and downstream systems are already handled.
- Human in the loop controls at each stage is the governance you need.
| Feature | d dSilo |
I Instabase |
|---|---|---|
| Action & orchestration | ||
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Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools. |
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dSiloIntegrations & Tool Calling Governed connectors reach ERP, CRM, CLM and analytics systems, with SAP, Oracle, NetSuite, Salesforce, Workday, HubSpot, Zoho, Tableau and Power BI as representative names, and versioned API connectors with auth handoff allow safe reads and controlled writes. MCP tool catalogs run under allowlists, outcomes are pushed into ticketing, and tool calls are audited. Agent Studio lists ERP, supplier platform, market feed and CLM sources. dSilo says exact connectors vary by deployment, and connector depth is scoped per agreement. SourcedSilo, dsilo.ai/platform.html and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseIntegrations & Tool Calling AI Hub writes into outside systems as well as reading from them. Data connections link document repositories as sources of file input or destinations for processed output, and deploying an app connects it to upstream document sources and downstream business systems. Organizations centrally manage secrets for integrations. Named targets include external storage on Amazon S3, Azure Blob Storage and Google Cloud Storage at Enterprise lite, with extended data source support above it. Customers can also write Python in custom function steps to add logic and integrations, with access to an LLM client, so they are not limited to a fixed connector list. Correspondence routing and the AI Hub API and SDK handle the inbound direction. Sourcedocs.instabase.com/overview/getting-startedread 2026-09-12 |
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Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps. |
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dSiloWorkflow Orchestration A multi agent runtime routes tasks across planner, specialist and validator agents with explicit handoffs, tool calls and stop conditions so long workflows complete. Agent orchestration designs multi step workflows in which agents extract data, analyze patterns and trigger actions with built in logic, and Agent Studio has visual builders for escalation and handoffs. SourcedSilo, dsilo.ai/platform.html and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseWorkflow Orchestration Multi step pipelines are the core of the product. In the flow editor, customers chain classification, extraction, validation and refinement steps into a single pipeline, with native LLM powered classification and extraction and custom Python function steps that carry their own logic, integrations and LLM client. Flows publish as advanced apps that run on demand or deploy for automated processing, and the no code app editor runs on the same engine while exposing less of the pipeline. A business logic layer validates data across documents and applies multi-step business rules, with cross-document validations and data quality checks, so state carries between steps. Deployments bind the pipeline to upstream sources, downstream systems, review queues and retention. No BPMN or named engine is published. Sourcedocs.instabase.com/overview/getting-started and instabase.com/product/ai-hub/automateread 2026-09-12 |
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Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools. |
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dSiloTriggers & Channel Coverage Event driven workflows, streaming events and webhooks start agent work, alongside contract and invoice ingestion from storage, SFTP and EDI, and outcomes are pushed back through webhooks and ticketing flows. Agent Studio adds notifications when agents need a human decision. SourcedSilo, dsilo.ai/platform.html and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseTriggers & Channel Coverage Runs start without a person invoking them. Deploying an app connects it to upstream document sources and downstream business systems, with scheduled processing, human review workflows and data retention policies, and apps can run on demand or be configured for automated processing through deployments. AI Hub can also automatically classify, index and route incoming correspondence, including emails, attachments, chats and letters, working out intent, splitting multi-document packets into individual files and sending each piece to the right workflow. Data connections attach repositories as standing sources, so a deployment watches a location instead of waiting for an upload. Sourcedocs.instabase.com/overview/getting-started and instabase.com/product/ai-hub/automateread 2026-09-12 |
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| Knowledge & context | ||
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Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers. |
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dSiloKnowledge Grounding & RAG Retrieval is grounded and scoped to the customer's corpora and refreshed as source systems change, and answers cite the clause, SKU or policy fragment they rest on. Context graphs model relationships across contracts, suppliers, customers and transactions, domain knowledge bases hold contracts, pricing terms, obligations and policies, and knowledge graphs blended with embeddings keep supplier and term questions queryable. Agent Studio adds a procurement ontology of categories, suppliers, SKUs and contracts. SourcedSilo, dsilo.ai/platform.html and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseKnowledge Grounding & RAG Results are grounded per run over a document batch, with source linked references and cross document validation, but no maintained retrieval structure over the customer's corpus is described. Projects define document classes and fields, apps package them, flows chain classification, extraction, validation and refinement steps into a pipeline, and documents uploaded to projects stay in their workspaces. Data connections attach repositories as sources of file input for a run, not as a queryable layer that persists between runs. AI Hub Analyze, which offered chat agents backed by a customer knowledge base, is no longer live, its page now redirects to the Automate page and it no longer appears in the main navigation. Sourcedocs.instabase.com/overview/getting-started and instabase.com/product/ai-hub/automateread 2026-09-12 |
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Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer. |
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dSiloMemory & State Persistence Agent Studio has a memory layer distinct from the knowledge graph, with short and long term stores that retain prior interactions as a core agent component and a long term memory holding persistent knowledge from every agent interaction, running in tenant aware runtimes. dSilo does not say where the store lives or whether one customer's memory can be purged independently of the business record. SourcedSilo, dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseMemory & State Persistence AI Hub has no memory layer, with no per user or per tenant memory scope, published lifetime, expiry or purge path, or read or write surface, and nothing carries state across turns or sessions. Workspaces persist documents, projects and deployments as the application's data model, so deleting them would delete the business record. Data retention policies on deployments govern how long documents are kept, which is records management, not agent memory. The Hub keeps reusable apps, ground truth datasets persist for testing, and cross document validation carries state within a run. AI Hub processes document batches through a pipeline and returns results, so no continuing agent remembers anything between runs. Sourcedocs.instabase.com/overview/getting-started and instabase.com/product/ai-hub/automateread 2026-09-12 |
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| Control & trust | ||
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Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls. |
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dSiloHuman Oversight & Guardrails The platform embeds review and approval steps into agent workflows for critical financial decisions, enforces separation of duties so only approved users and agents trigger high risk actions or exports, and lets the customer define rules, thresholds and validation logic. Agent Studio provides a Decision Hub for reviewing recommendations, notifications when agents need a human decision, and visual builders for escalation and handoffs. SourcedSilo, dsilo.ai/agentstudio.html and dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseHuman Oversight & Guardrails A person can be looped in to approve or correct any low confidence result, using built-in case management that compares extracted data with the full context of the document packet. Both apps and advanced apps support human review workflows that let reviewers move between review tasks, human review queues are scoped to workspaces alongside deployments and data sources, and deployments ship with human review support. The Enterprise tier adds SLA based reviews and sophisticated human in the loop requirements. Governed release workflows add a second gate, promoting changes with built-in approvals and change tracking. Sourceinstabase.com/product/ai-hub/automate and docs.instabase.com/overview/getting-startedread 2026-09-12 |
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Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy. |
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dSiloSecurity, Identity & Governance dSilo offers SSO, SCIM, granular roles, separation of duties so only approved users and agents trigger high risk actions or exports, vault backed credentials, tenant aware runtimes and encryption in transit and at rest. Its own pages disagree on attestation. The site footer carries a SOC 2 Certified badge, while the platform's trust section offers SOC 2 style control narratives where applicable and HIPAA oriented programs, and the SOC 2 report itself is not published. SourcedSilo, dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseSecurity, Identity & Governance Enterprise SSO is the authentication path, and role-based controls with dedicated workspaces give each user the right data and permissions. Group and role based access management, organization admins who assign roles to control access, multi factor authentication in account settings, centrally managed secrets for integrations, service accounts for programmatic calls and a roles reference cover access, with encryption in transit and at rest. Instabase says its security program is designed to comply with SOC 2 Type II, GDPR, HIPAA and CCPA, which does not claim the attestations are held, and no certificate, auditor or report period is published, though a trust page at instabase.com/trust is linked. Sourceinstabase.com/product/ai-hub/automate and docs.instabase.com/overview/getting-startedread 2026-09-12 |
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Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior. |
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dSiloObservability & Auditability Every answer cites the clause, SKU or policy fragment it rests on, tool invocations by agents carry tenancy, scopes and full audit trails, the platform is built for observability with audit ready evidence for security reviews, and Agent Studio dashboards show real time agent activity and recommendations. dSilo does not say whether the trail can be exported. SourcedSilo, dsilo.ai/platform.html and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabaseObservability & Auditability Every result can be traced and verified with full explainability, showing exactly where each answer came from and tracking every change with detailed record-keeping, and outputs carry audit trails and source-linked references. The log covers what AI Hub's own processing did, which answer came from which page of which document and what changed since, not the audit trails of the customer's downstream systems. Governed release workflows add change tracking across environments, and deployment metrics give an operational view above individual results. No retention period, export format or SIEM integration is described. Sourceinstabase.com/product/ai-hub/automateread 2026-09-12 |
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Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting. |
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dSiloDeployment & Data Residency Customers choose among three deployment postures. Managed Cloud runs on dSilo operated infrastructure, Customer VPC adds dedicated networking and private connectivity to the customer's data plane, and Hybrid offers bring your own key and local inference boundaries while orchestration stays on dSilo's agent plane. dSilo does not say whether the Customer VPC option runs inside the customer's own account or provides private connectivity to it, and it describes regional data residency only as patterns discussed in architecture reviews and captured in DPAs, with no region list. SourcedSilo, dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseDeployment & Data Residency Customers can run Instabase within their own virtual private cloud and keep full control, which is deployment into the customer's own infrastructure, not VPC peering into Instabase's cloud. Single tenancy is a defined deployment option, and the flow editor is limited to Enterprise, single-tenant only. External storage on Amazon S3, Azure Blob Storage and Google Cloud Storage lets processed documents rest in buckets the customer owns, and data connections serve as both sources and destinations. No region list or on premises option is published. Sourceinstabase.com/product/ai-hub/automate and docs.instabase.com/overview/getting-startedread 2026-09-12 |
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| Solution readiness | ||
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Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value. |
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dSiloPrebuilt Agents, Templates & Packs dSilo sells three agent teams ready to run, Procure AI Agents, Commercial AI Agents and Operating Partner AI Agents, each with a named set of skills such as purchase price variance, working capital intelligence, price to bill accuracy and cross portfolio benchmarking, and Agent Studio adds skill packs and workflows. SourcedSilo, dsilo.ai and dsilo.ai/agentstudio.htmlread 2026-09-06 |
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InstabasePrebuilt Agents, Templates & Packs AI Hub ships pre-built apps for common use cases such as ID verification and invoice processing, which customers can use as-is or customize by modifying the underlying project. Identity documents, invoices and annual reports are named among many more. The Hub gives central access to document processing apps that Instabase built, the customer customized or the organization shared, and supports reuse of assets across AI Hub. New users can try a pre-built app with included sample files, so adopting one takes a single step. Each app is a whole working unit, so an ID verification app and an invoice processing app do different jobs and neither depends on the other. Customers can also build their own apps in the app editor and publish them to the shared Hub. Sourcedocs.instabase.com/overview/getting-started and instabase.com/product/ai-hub/automateread 2026-09-12 |
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| Platform extensibility | ||
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Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys. |
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dSiloModel Flexibility & Routing Model routing is a pillar of the platform, with enterprise tuned language models for procurement and commercial language, domain adapters, and a hybrid posture with local inference boundaries, and Microsoft is the named technology partner. dSilo does not name the underlying providers or offer customers or admins a choice of model. SourcedSilo, dsilo.ai/platform.html and dsilo.airead 2026-09-06 |
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InstabaseModel Flexibility & Routing Customers can pick a model only in a mode Instabase labels legacy, and only between two of its own tiers. In legacy mode, automation projects offer standard and advanced models, and a customer can switch to the advanced model for individual fields to balance speed, accuracy and cost, with a capability table comparing the two on search, calculations, table extraction, visualizations and visual reasoning. The current agent mode, AI Hub's LLM-based engine used in both experiences, has no model selection. Standard and advanced are Instabase's own labels, and no third party provider is named, so customers cannot tell whose model runs or bring their own. Sourcedocs.instabase.com/overview/models and docs.instabase.com/overview/getting-startedread 2026-09-12 |
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APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems. |
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dSiloAPIs, SDKs & MCP Extensibility REST and GraphQL APIs with OpenAPI style contracts, streaming events and MCP servers let dSilo's agents invoke approved tools in the customer's estate, MCP resources expose the customer's curated capabilities to agents, and outcomes are pushed to the customer through webhooks and ticketing. All of these run from the platform outward, with no API, SDK or agent card through which an outside caller drives dSilo, and MCP packaging is scoped per customer agreement. SourcedSilo, dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseAPIs, SDKs & MCP Extensibility The AI Hub API and SDK let customers build AI Hub into their own workflows and tooling, running apps and deployments, including advanced apps created from flows, and retrieving results. The API and SDK have their own section in the public documentation at docs.instabase.com, beside App editor, Flow editor and Admin, with a getting started path, and a root level llms.txt index for AI agents offers .md versions of each page. Outside callers drive AI Hub this way, while the upstream and downstream connections run in the other direction. Sourcedocs.instabase.com/overview/getting-startedread 2026-09-12 |
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Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment. |
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dSiloTesting, Debugging & Optimization Agent Studio ships custom skills with evals, regression checks and guardrails, eval scores close the loop with reviewer feedback under change control, and regression suites run as models and integrations ship. dSilo stands up the eval harness during the pilot and runs regression suites in operation, and it does not say how much of the harness the customer operates after go live. SourcedSilo, dsilo.ai and dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseTesting, Debugging & Optimization Releases pass through accuracy benchmarks before going live. Customers run accuracy tests and get detailed comparisons so only trusted configurations reach production, and they manage and update ground truth datasets as real-world samples change. The tests read what the agent produced, not just whether a change installed. Governed release workflows let teams configure, test and promote changes across logically separated environments with built-in approvals and change tracking, with workspaces set aside for development and production. For model changes, AI releases can be versioned and locked for defined periods, new models tested in controlled environments and then rolled out on the customer's own schedule. Sourceinstabase.com/product/ai-hub/automateread 2026-09-12 |
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| Specialist automation | ||
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Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone. |
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dSiloBrowser & Computer Use Agents reach outside systems through governed API connectors, MCP tool catalogs, file, SFTP and EDI ingestion and webhooks, and dSilo does not describe any browser, desktop or computer control. SourcedSilo, dsilo.ai/platform.htmlread 2026-09-06 |
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InstabaseBrowser & Computer Use No hosted or local browser, desktop session, or remote or local computer control is described. AI Hub works on documents delivered to it, whether uploaded, pulled from connected repositories or arriving as routed correspondence, and returns structured results to the systems it writes into through connectors. Custom Python function steps in the flow editor run code inside the platform's own runtime, and visual reasoning, where the advanced model reads images, diagrams, watermarks, layout, colors, text styling and handwritten markup, analyzes pixels in a document without driving a screen. Sourcedocs.instabase.com/overview/getting-started, docs.instabase.com/overview/models and instabase.com/product/ai-hub/automateread 2026-09-12 |
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Pricing snapshot
Sourced from the Index pricing dataset · open each vendor's profile for full detail.
| Pricing | d dSilo |
I Instabase |
|---|---|---|
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Entry price Lowest public entry point |
Contact for pricing | No public pricing. Two demo led tiers, Enterprise lite and Enterprise. |
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Pricing confidence How public the numbers are |
Contact only | Contact only |
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Billing Primary billing axis |
— | Not published. Instabase sells enterprise platform contracts in two tiers, Enterprise lite and Enterprise. |
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Variable cost Workload / overage exposure |
Medium variable cost | High variable cost |
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Free tier / trial Try before you buy |
No free tier
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No free tier
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Buying motion Self-serve vs sales call |
Sales call | Sales call |
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Pricing verified When this pricing was last checked |
Product updates
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