Solutions
111 working agent solutions — configured to your book, governed by your policy.
Extracts and normalizes financial statements — any format, any accounting standard — into spread-ready data, five times faster than manual work.
Consolidates asset data from ERP, maintenance logs, sensors, and spreadsheets into one governed record — every attribute validated and traced to its origin.
Monitors borrower and portfolio company financials continuously — surfacing changes in financial health and emerging risk with source-cited evidence.
Captures borrower applications and onboarding documents through digital intake — classified, extracted, and validated into a decision-ready lending file.
Evaluates borrower income, leverage, liquidity, and cash flow from source financials — repayment capacity analysis with every figure cited to its page.
Validates borrower identity, business entity details, and eligibility attributes from source documents — consistent, auditable checks on every file.
Collects and organizes borrower financials, statements, and supporting documents into one structured lending file — complete, indexed, and source-linked.
Analyzes borrower performance, anomalies, and repayment risk from extracted financial data — every finding traced to the source document behind it.
Reads appraisals, guaranties, and loan documents to assess collateral strength, guarantor support, and structural protections — every finding cited to source.
Reads data rooms, CIMs, customer contracts, and external research to build a cited view of market, customers, competitors, and growth for the deal team.
Extracts, validates, and normalizes financial disclosures from 10-Ks, 10-Qs, and annual reports across formats and languages — cited, structured, model-ready.
Builds continuously refreshed company profiles and tear sheets from filings, news, and internal sources — every fact dated and cited to where it came from.
Reads credit agreements and borrower financials to test covenants, flag breaches and late reporting, and track compliance trends across a portfolio.
Assembles borrower, collateral, and supporting documents into one complete, indexed credit file — with gaps flagged before underwriting opens it.
Drafts credit memos from spread outputs, borrower documents, and risk signals — every figure cited to its source page, every draft analyst-owned.
Ingests CIMs, financials, presentations, and contracts from any data room into one indexed diligence workspace with source-linked extraction.
Classifies inbound borrower documents against your checklist, extracts key identifiers, and builds a structured intake package underwriting can trust.
Tracks required borrower documents across channels and deal stages, requests exactly what is missing, and verifies each file against the checklist.
Turns earnings calls and transcripts into structured signals, themes, and cited talking points for credit, risk, and research teams.
Drafts earnings summaries and commentary from financial results and KPI baskets, with every figure cited and every draft human-approved.
Finds policy exceptions in loan files and credit terms, then routes each one through a governed approval path with a complete decision trail.
Checks every loan file against its required-document checklist and flags missing, expired, or inconsistent items before underwriting begins.
Extracts financial metrics and disclosures from filings and reports, then compares them across periods with every figure cited to its page.
Pre-built AI agents for finance and accounts teams — invoices, filings, leases, spreads, and audit trails — with human review on every output.
Normalizes recurring financial statements into consistent spreads and tracks borrower and portfolio performance trends period over period.
Turns tax returns, financial statements and spreadsheets into standardized spreads — every figure cited to its source page, 5× faster than manual.
Normalizes target financials and drafts a cited quality-of-earnings view — adjusted EBITDA, working capital and one-off items traced to source pages.
Extracts and normalizes borrower income, asset and liability evidence from paystubs, statements and returns — cited and ready for underwriter review.
Drafts investment memos and IC packs from deal documents — every figure and claim traced to its source page, ready for analyst review and sign-off.
Turns filings, transcripts and broker notes into standardized model inputs — with tone signals and red flags, every number traced to its source page.
Reads mixed loan packets — applications, income proofs, appraisals, disclosures — and returns validated, source-linked data mapped to your checklists and LOS.
Splits and classifies large mortgage files into named, bookmarked documents so underwriting, QC and audit teams work from an organized, traceable file.
Triages complex lending packages on arrival — splits mixed PDFs, classifies every document and flags what's missing, so teams start from a clean file.
Reads the entire data room — contracts, financials, filings — and surfaces change-of-control terms, liabilities and cost overlaps with cited evidence.
Captures and assembles mortgage applications, disclosures and borrower documents into one complete, indexed file — gaps flagged before underwriting starts.
Turns full mortgage files into validated data — automated stacking, income analysis, TRID checks and pre-fund QC, every figure linked to its source page.
Reads the complete mortgage file and surfaces documentation defects, borrower risks and underwriting signals — each finding cited to its source page.
Helps mortgage underwriters clear files faster with structured findings, rule checks and exception visibility — every item cited to the loan file.
Continuously ingests filings, transcripts, presentations and press releases into one research layer — deduplicated, tagged and cited back to source.
Reads data rooms, management reports, and cost data to map operating models, surface execution gaps, and flag value-creation levers for deal teams.
Compares companies across filings, disclosures, and performance narratives — normalized metrics with every figure cited to its source page.
Tests every loan file against credit policy, eligibility rules, and product constraints — pass, fail, or exception, each with cited evidence.
Collects recurring financials, compliance certificates, and reporting packages across the portfolio — chasing, classifying, and filing without spreadsheets.
Concentration, exposure, covenant health, and peer comparison computed from source-cited data across the book — every report reproducible on demand.
Reviews funded loan files for missing documents, data mismatches, and policy defects — a complete, source-cited QC record before the auditor asks.
Structured risk views, graded against your credit policy, with recommendation summaries and rationale — every input cited, every decision human-approved.
Consolidates diligence findings into clear risks, red flags, open questions, and mitigation themes — each one traced back to its source document.
Ingests broker submissions, ACORD forms and loss runs, scores each risk against your appetite, and hands underwriters a decision-ready file.
Gives underwriters policy checks, issue summaries and explainable recommendations — every finding cited to source, every decision human-made.
Cleans, validates and structures the borrower file so underwriting starts from a complete, indexed package instead of a raw document dump.
Spreads vendor financials, correlates cyber and legal risk signals, and scores every supplier — each metric linked back to its source document.
Detect portfolio deterioration early and route exposures into governed watchlist workflows, with every trigger traced to its source document.
Extracts and reconciles plan data from Form 5500 filings, payroll files, and plan documents — continuous compliance monitoring, every figure traced to source.
Turns signed contracts into running onboarding projects — provisioning, checklists, and milestone tracking generated from the deal documents, fully traceable.
Correlates ERP logs, approvals, and communications into one verified timeline per transaction — full-population audit coverage instead of sampling.
Digitizes batch records — scanned, printed, or handwritten — validates every entry against the master record, and routes deviations to QA for sign-off.
Reads claim packets — EDI 837s, HCFA and UB-04 forms, medical attachments — validates codes against payer policy, and flags anomalies with audit traceability.
Validates clinical study protocols against regulatory guidance, internal SOPs, and their own tables and text — before amendments get expensive.
Turns scattered clinical notes, labs, and imaging reports into source-linked discharge summaries care teams can verify at the point of care.
Extracts and normalizes operating metrics from filings, transcripts, and decks so analysts compare peers on one taxonomy — with every number cited to source.
Monitors competitor filings, pricing pages, job posts, and announcements; separates strategic signals from noise and maps changes to a cited timeline.
Runs compliance investigations as structured cases — evidence gathered across systems, timelines assembled, narratives drafted, every step traceable.
Extracts obligations from regulations, maps them to internal policies and controls, and tracks adherence with evidence — a live, audit-ready record.
Reads incoming cases across email, chat, and voice; classifies intent and urgency, routes work to the right resource, and guides agents with context.
Ingests contracts in any format, extracts terms, obligations, and risks with clause-level citations, and monitors renewals and deviations at portfolio scale.
Extracts obligations, commitments, and risk clauses from contracts, then tracks deadlines and deviations — every item mapped to its source clause.
Reviews every sales and support conversation — calls, chats, email — and turns each one into scored, evidence-linked performance and compliance data.
Normalizes corporate action announcements from messages, vendor feeds, and exchange PDFs into one validated event record, with lineage to each source.
Maps SLAs, entitlements, and penalty clauses from signed contracts to live support tickets, so teams service what was sold — with clause-level proof.
Turns calls, tickets, surveys and social posts into structured, quantified customer intelligence — with every theme traceable to real feedback.
One control plane for enterprise documents — ingest from every channel, classify, extract and route, with a live view of volume, backlog and exceptions.
A single front door for inbound documents — ingests every channel, classifies and cleans each file, then routes it to the right workflow with a receipt log.
Turns unsearchable PDFs, scans, and shared-drive files into a classified, searchable repository with automatic metadata, lineage, and audit history.
Reviews every contract, filing, and disclosure in the data room, surfaces material risks like change-of-control triggers, and cites each finding.
Culls, clusters, and ranks case data from emails, chats, and files so legal teams review what matters — privilege screened, chain of custody intact.
Monitors filings, publications, and news for evolving themes, classifies signals by materiality, and traces every insight to a verified source.
Extracts environmental, social, and governance data from disclosures, maps it to CSRD, TCFD, SASB, and GRI, and links every metric to its source page.
Converts fragmented clinical data — HL7 V2, C-CDA, PDFs, CSVs — into validated FHIR R4 resources with terminology mapping and full trace links.
Unifies work orders, field notes, and asset telemetry into one traceable record — improving dispatch, first-time fix rates, and service reporting.
Captures policies, maps obligations to controls, and tracks regulatory change — with linked evidence so governance stays current instead of shelfware.
Template-free invoice processing from capture to closure — extraction, validation, PO matching, and exception routing with a complete audit trail.
Connects your repositories and answers operational questions with cited sources — respecting existing permissions, with no content migration required.
Verifies identity documents, unravels ownership to the UBO, screens against watchlists, and logs every adjudication for regulators and audit.
Abstracts leases, amendments and rent schedules into structured, audit-ready data — clause-level citations, built for ASC 842 and IFRS 16 reporting.
Document-to-decision AI for legal and compliance teams — contracts, obligations, diligence, eDiscovery and research, with evidence traced to source.
Analyzes judgments, filings and opinions to extract facts, rulings and citations — building a searchable, source-linked legal knowledge base.
Document-to-decision AI for life sciences — batch records, protocols, claims, literature and SOPs processed with the traceability regulated work demands.
Screens PubMed, Embase and local journals at scale — deduplicates, classifies and extracts Patient-Drug-Event relationships with cited, audit-ready evidence.
One governed repository for litigation files — filings, exhibits and correspondence indexed, versioned and traceable through discovery, review and audit.
Aggregates filings, news and company updates into one tagged view — trends, entities and sentiment, with every insight traced to its source document.
Extracts contractual and regulatory obligations from contracts, tenders, and rulebooks, then tracks adherence with clause-level audit trails.
Intelligent process automation for document-heavy operations — AI does the repetitive reading and data entry, your experts review and approve the output.
Semantic prior art search, claim charting, and competitor monitoring across global patent data — every result traceable to the original document.
Extracts clauses from policies, contracts, and regulations, maps obligations across frameworks, and validates internal controls against each requirement.
Automates batch genealogy, SOP tracking, and manufacturing data analysis for pharma process investigations — findings traced to the original batch record.
Structured root-cause analysis for process deviations — capture evidence, correlate findings, and keep an audit-ready record of every investigation.
Unified contract, spend, and sourcing intelligence for procurement teams — classify spend, match invoices to POs, and watch vendor risk continuously.
Extracts claim and clinical data across formats, scores denial risk before submission, and keeps every RCM metric traced to its source document.
Document AI for research and analysis teams — extract, structure, and synthesize data from filings, reports, and transcripts, with every claim cited.
A governed research engine that reads your whole document estate — tables and charts included — and returns cited, analyst-grade briefings.
Document AI for risk, governance, and compliance teams — find risky clauses, score documents against your risk profile, and keep humans in the loop.
Document AI for sales and support operations — read contracts, transcripts, and tickets at scale, and turn them into decisions your teams can defend.
Extracts service-level terms from contracts and monitors them against live performance data — breach risk flagged early, every commitment evidenced.
Drafts RFP, RFI, and DDQ responses from your approved knowledge library — answers cited to source, gaps routed to the right expert, nothing stale.
Reads public posts across LinkedIn, X, Reddit and industry forums, filters the noise, and routes verified buying and churn signals to the right team.
Consolidates SOPs from QMS platforms, file shares and legacy formats into one governed library — versioned, clause-traceable and audit-ready.
Reads RFPs, exhibits and SOWs against your corporate risk playbook, scores every opportunity, and links each flagged clause to its source page.
Continuous third-party risk monitoring across sanctions lists, court dockets and news — entity-resolved alerts with the source evidence attached.
One governed record per vendor — contracts, certificates, spend and risk in a single place, with expirations and SLA breaches flagged automatically.
Crawl targeted sites and portals, extract fields into a consistent schema, and track changes over time — every data point linked to its source URL.
Analyze deal outcomes, buyer feedback, and competitive patterns across your pipeline — every insight cited to its source and gated by access controls.
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